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409A Issues

664 topics in this forum

  1. amend formula in NQDC Plan

    By mariemonroe,
    • 5 replies
    • 894 views

  2. Amend SERP to pay upon Involuntary Termination?

    By kmhaab,
    • 0 replies
    • 878 views

  3. Amending 457(f) Plan

    By Guest jdsmith,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  4. Amending Change in Control Payouts Under 409A

    By 401 Chaos,
    • 5 replies
    • 5.5k views

  5. amending definition of "change in control"

    By Gudgergirl,
    • 0 replies
    • 3k views

  6. Amending plan

    By Guest JM123,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  7. Amending plan to change definition of Retirement Age - Impact?

    By JA,
    • 5 replies
    • 1.3k views

  8. Amending Provisions to Comply with 409A in Cases of Death

    By 401 Chaos,
    • 6 replies
    • 4.1k views

  9. Amendment to delay time of payment

    By Guest long,
    • 4 replies
    • 2.2k views

  10. Amount of Payment Tied to Sale Price of Company

    By Guest mlr2,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  11. Annualized Partial-Year Compensation

    By Guest mbw,
    • 9 replies
    • 3.3k views
    • Guest
    • Guest

  12. another 409A question

    By Floridaattorney,
    • 1 reply
    • 1.9k views

  13. Anti-Acceleration Rule

    By jpod,
    • 3 replies
    • 1.8k views

  14. Applicable corporation for effective Change in Control

    By Guest CABatty,
    • 1 reply
    • 2.8k views
    • IRA
    • IRA

  15. Application to partners

    By Guest ENT,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  16. Are 457(f) plans subject to ERISA?

    By Guest Bearlee,
    • 5 replies
    • 7.2k views

  17. Assumption of Liability by SH

    By spartytax,
    • 0 replies
    • 1.1k views

  18. At Risk Pension Plan and "funding" a Rabbi Trust

    By Randy Watson,
    • 1 reply
    • 1.7k views

  19. Attempt to "buy out" a promise of "lifetime benefits" under severance agreements - impermissible 409A acceleration?

    By Jaded,
    • 4 replies
    • 1.4k views

  20. Average Benefits Test & Cross Testing

    By Guest Michele Ciz,
    • 1 reply
    • 1.9k views

  21. Bank Creates Holding Company What Part of 1.409A-3(i)(5) excludes it as Change in Control Event

    By Centerstage,   
    • 0 replies
    • 705 views

  22. Base Salary - Employment Agreement

    By Guest shaul,
    • 5 replies
    • 1.6k views

  23. Basic Severance Plan Exempt from 409A

    By 401 Chaos,
    • 10 replies
    • 2.9k views
    • Guest
    • Guest

  24. Below Market Options

    By Guest aaronk,
    • 2 replies
    • 1.6k views

  25. Bonus in Connection with Stock Option Exercise

    By SycamoreFan,
    • 0 replies
    • 3.2k views

  26. Bonus Payment - can Board have option to allow payment even if participant not entitled to it?

    By TaxLawyer1978,
    • 9 replies
    • 1.4k views

  27. Bonus to pay option exercise cost

    By sdcurt,
    • 5 replies
    • 2.5k views

  28. Brother-Sister Businesses Under Common Control

    By Guest Donaldson,
    • 0 replies
    • 3.2k views
    • Guest
    • Guest

  29. Cacluations - spreadsheet?

    By Guest MJ1,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  30. Calculating Severance Amounts Under 409A

    By 401 Chaos,
    • 4 replies
    • 4k views

  31. Calculation of Grandfathered Amt. in a Non-AB Plan

    By smm,
    • 0 replies
    • 1.2k views

  32. Calculation of income inclusion

    By Guest JMN,
    • 1 reply
    • 1.7k views

  33. Can "unrelated" employers participate in the same 409A plan?

    By ERISA-Bubs,
    • 9 replies
    • 2.4k views

  34. Can a NQDC Plan be spun off?

    By calexbraska,
    • 6 replies
    • 2.8k views

  35. Can a Plan have a more restrictive (narrower) definition of Separation from Service?

    By calexbraska,
    • 9 replies
    • 1.9k views

  36. Can a SERP be rolled over into Phantom Stock?

    By kmhaab,
    • 4 replies
    • 1.4k views

  37. Can document correction restore 409A exception?

    By Guest 409 eh?,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  38. Can Employer pay Employee additional compensation equal to 409A taxes paid by Employee?

    By Guest bgtees,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  39. Can I Amend Plan to Fix Drafting Errors?

    By ERISA-Bubs,
    • 3 replies
    • 792 views

  40. Can I amend to add a form of payment?

    By ERISA-Bubs,
    • 0 replies
    • 41.1k views

  41. Can I change payment timing under a "Short-Term Deferral" plan to a different date (where the payment remains a "Short-Term Deferral"?

    By HCE,
    • 2 replies
    • 1.3k views

  42. Can I reduce a CIC payment and pay a bonus today equal to the reduction?

    By ERISA-Bubs,
    • 5 replies
    • 2.4k views

  43. Can our subsidary pay our NQDC obligation?

    By ERISA-Bubs,
    • 4 replies
    • 1.2k views

  44. Can plan allow distribution event to be "later of" separation from service or a specified date?

    By mariemonroe,
    • 10 replies
    • 1k views

  45. Can rights under a NQDC plan be assignable to a Trust?

    By kmhaab,   
    • 7 replies
    • 4.1k views

  46. Can RSUs be settled with parent company stock instead of stock of the employer/subsidiary?

    By ERISA guy,
    • 1 reply
    • 1.2k views

  47. Can the sponsor of a NQDC plan be a related entity to the employer?

    By mariemonroe,
    • 11 replies
    • 2.3k views

  48. Can we still pay a benefit that is supposed to be forfeited?

    By ERISA-Bubs,
    • 5 replies
    • 1.3k views

  49. Can you amend plan to add a form of payment

    By mariemonroe,
    • 5 replies
    • 2.5k views

  50. Can You Change Payment Terms of Otherwise Exempt Severance Benefits?

    By 401 Chaos,
    • 2 replies
    • 3.3k views
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