409A Issues

664 topics in this forum

1. Earn Out After Noncompliant CIC Event?

   By EBECatty, April 19, 2015
   • 1 reply
   • 2.5k views
   • 
   • Blackbirch
   • April 30, 2015

2. Subsidized COBRA

   By JJRetirement, March 24, 2015   

   • amendment
   • COBRA
   • 0 replies
   • 2.6k views
   • 
   • JJRetirement
   • March 24, 2015

3. 457(f) Plan - Substantial Risk of Forfeiture

   By austin3515, March 2, 2015
   • 13 replies
   • 3.2k views
   • 
   • austin3515
   • March 3, 2015

4. 409A - need to cancel deferral election

   By benefitsguru, March 2, 2015
   • 3 replies
   • 1.7k views
   • 
   • QDROphile
   • March 2, 2015

5. Legally Binding Right - Notice required to amend

   By JJRetirement, March 2, 2015
   • 2 replies
   • 1.3k views
   • 
   • JJRetirement
   • March 2, 2015

6. Assumption of Liability by SH

   By spartytax, February 12, 2015
   • 0 replies
   • 1.1k views
   • 
   • spartytax
   • February 12, 2015

7. Revocation of 409A payments

   By spartytax, February 11, 2015
   • 0 replies
   • 923 views
   • 
   • spartytax
   • February 11, 2015

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

   By ERISA-Bubs, December 12, 2014
   • 5 replies
   • 2.4k views
   • 
   • Blackbirch
   • January 20, 2015

9. 403B and IRA RMD catastrophe

   By Guest 401kguy, November 18, 2014
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • November 18, 2014

10. Withholding on NQDC Paid by Third Party

    By ERISA-Bubs, January 28, 2013
    • 4 replies
    • 3.7k views
    • 
    • Guest
    • November 1, 2014

11. Impermissible Acceleration/Substition

    By jpod, October 31, 2014
    • 0 replies
    • 1.5k views
    • 
    • jpod
    • October 31, 2014

12. Unintentional Deferral

    By ERISA-Bubs, October 13, 2014
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • October 31, 2014

13. Acceleration of Short Term Deferral

    By Just Me, October 17, 2014
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 30, 2014

14. Short-Term Deferral

    By jpod, October 14, 2014
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • October 30, 2014

15. Payment Modifications

    By Guest IHC, October 30, 2014
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 30, 2014

16. Six-Month Delay after Spin Off

    By Just Me, October 17, 2014
    • 0 replies
    • 1k views
    • 
    • Just Me
    • October 17, 2014

17. Phantom Carry Plan Design

    By Blackbirch, September 30, 2013   

    • 409A
    • Private Equity
    • (and 1 more)

      Tagged with:

      • 409A
      • Private Equity
      • Phantom Carry
    • 6 replies
    • 9.4k views
    • 
    • Blackbirch
    • October 3, 2014

18. Forfeiture of account if participant cost employer money?

    By t.haley, September 5, 2014
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • September 5, 2014

19. Completely Vested; Fired for Embezzlement; No Forfeiture for Cause Provision

    By dv13, September 3, 2014
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • September 4, 2014

20. Does the statement for a Cash Balance Plan equal the true PV of the benefit?

    By Guest jbergstrom, July 15, 2014
    • 7 replies
    • 2k views
    • 
    • Guest
    • July 15, 2014

21. deferred compensation payments as income for 401(k) plans

    By K2retire, June 25, 2014
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 3, 2014

22. Alternative Method of Determining Specified Employees

    By SycamoreFan, June 12, 2014
    • 0 replies
    • 1.3k views
    • 
    • SycamoreFan
    • June 12, 2014

23. Determining the level of bona fide services for employee separations from service

    By SycamoreFan, May 21, 2014
    • 3 replies
    • 2.3k views
    • 
    • SycamoreFan
    • May 23, 2014

24. Payment within a Given Year or a Given 90-Day Period

    By Yesrod5, January 11, 2014
    • 1 reply
    • 3.5k views
    • 
    • SycamoreFan
    • May 21, 2014

25. Cacluations - spreadsheet?

    By Guest MJ1, December 9, 2010
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 14, 2014

26. Post-Termination Compensation from Inter-Company Payments

    By SycamoreFan, May 1, 2014
    • 3 replies
    • 1.9k views
    • 
    • SycamoreFan
    • May 2, 2014

27. Prohibited Transactions

    By Guest Msawalski, March 20, 2014
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 24, 2014

28. Specified Employee Compensation

    By dv13, February 24, 2014
    • 0 replies
    • 2.4k views
    • 
    • dv13
    • February 24, 2014

29. Commission Payments

    By Saiai, September 26, 2013   

    • commission
    • 409A
    • 2 replies
    • 4.6k views
    • 
    • Saiai
    • February 18, 2014

30. ISO: Extended Expiration Date and Section 409A Consequence

    By Guest KingWilson, January 30, 2014
    • 0 replies
    • 3.1k views
    • 
    • Guest
    • January 30, 2014

31. NJ State Tax on 409a contributions

    By Guest Fnata58, January 27, 2014
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • January 27, 2014

32. Elective Deferral Participants Not in Max Tax Bracket

    By Mark Whitelaw, December 3, 2013
    • 0 replies
    • 3.5k views
    • 
    • Mark Whitelaw
    • December 3, 2013

33. Use of 402(g) Cashout

    By Guest gaham, October 3, 2013
    • 2 replies
    • 6.1k views
    • 
    • SycamoreFan
    • October 23, 2013

34. 409A Issues in Spin-Off with NQDC at Parent Level

    By SycamoreFan, October 22, 2013   

    • 409ASeparation from Service
    • rabbi trust
    • (and 1 more)

      Tagged with:

      • 409ASeparation from Service
      • rabbi trust
      • plan termination
    • 0 replies
    • 4.8k views
    • 
    • SycamoreFan
    • October 22, 2013

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

    By ERISA-Bubs, October 1, 2013
    • 0 replies
    • 41.1k views
    • 
    • ERISA-Bubs
    • October 1, 2013

36. Single Time and Form of Payment Question

    By Guest Lane, August 28, 2013
    • 0 replies
    • 3.3k views
    • 
    • Guest
    • August 28, 2013

37. stock options

    By jpod, August 1, 2013
    • 3 replies
    • 4.7k views
    • 
    • 401 Chaos
    • August 13, 2013

38. Late Payment Following Death of Service Provider

    By kgr12, July 29, 2013
    • 0 replies
    • 3.4k views
    • 
    • kgr12
    • July 29, 2013

39. separation from service as payment event & termination for cause

    By Gudgergirl, July 17, 2013
    • 3 replies
    • 4.7k views
    • 
    • jpod
    • July 22, 2013

40. Plan termination

    By Guest 2013Martignette, April 25, 2013   

    • 409A
    • Plan terminations
    • 2 replies
    • 5.2k views
    • 
    • jpod
    • June 28, 2013

41. Vested Restricted Stock Undervalued at Issuance

    By Guest Buzzman, June 4, 2013
    • 2 replies
    • 4k views
    • 
    • Chaz
    • June 5, 2013

42. Employer "call" option

    By jpod, May 17, 2013
    • 4 replies
    • 4.8k views
    • 
    • 401 Chaos
    • May 17, 2013

43. HELP! Reporting 409A Corrections

    By Guest ExecComp, May 16, 2013
    • 0 replies
    • 3.7k views
    • 
    • Guest
    • May 16, 2013

44. Equity Incentives in LLCS as Service Recipient Stock

    By Guest mcmiller, April 25, 2013   

    • 409A
    • 0 replies
    • 4.5k views
    • 
    • Guest
    • April 25, 2013

45. Loan Forgiveness and non-Employees

    By ERISA-Bubs, April 18, 2013
    • 0 replies
    • 4.2k views
    • 
    • ERISA-Bubs
    • April 18, 2013

46. Withholding and Reporting - SARs for Former Employees

    By ERISA-Bubs, April 17, 2013
    • 0 replies
    • 2.8k views
    • 
    • ERISA-Bubs
    • April 17, 2013

47. 457(f) Plan

    By cdavis25, March 11, 2013
    • 4 replies
    • 3.4k views
    • 
    • cdavis25
    • March 21, 2013

48. QDRO Acceleration vs. Nonassignability

    By dv13, January 25, 2013
    • 8 replies
    • 9.1k views
    • 
    • QDROphile
    • January 28, 2013

49. 409A Tax Reporting

    By ERISA-Bubs, January 17, 2013
    • 0 replies
    • 2.7k views
    • 
    • ERISA-Bubs
    • January 17, 2013

50. Stock Option Exercise Period

    By jpod, January 14, 2013
    • 1 reply
    • 2.8k views
    • 
    • 401 Chaos
    • January 14, 2013