409A Issues

664 topics in this forum

1. Can you reduce the deferred compensation benefit?

   By panther, October 23, 2020   

   • 409a; one time and form
   • 4 replies
   • 1.2k views
   • 
   • panther
   • October 23, 2020

2. cancellation of prior deferrals (surrender)

   By Guest Richard Tennenbaum, February 9, 2010
   • 4 replies
   • 1.4k views
   • 
   • QDROphile
   • February 9, 2010

3. Cannot Locate Beneficiary

   By dv13, June 15, 2015
   • 10 replies
   • 2.5k views
   • 
   • justasking
   • July 22, 2015

4. Cash Balance in a restoration plan

   By Guest Spock, October 21, 2009
   • 1 reply
   • 1.8k views
   • 
   • AndyH
   • October 26, 2009

5. Cash-Out Rule

   By jpod, December 18, 2008
   • 0 replies
   • 1.8k views
   • 
   • jpod
   • December 18, 2008

6. Cashout after BCD

   By Guest Spock, January 21, 2010
   • 1 reply
   • 1.4k views
   • 
   • XTitan
   • January 21, 2010

7. Change in Control

   By Guest JM123, July 14, 2010
   • 0 replies
   • 1k views
   • 
   • Guest
   • July 14, 2010

8. Change in Control

   By Guest Ssnola, December 3, 2008
   • 3 replies
   • 1.4k views
   • 
   • QDROphile
   • December 3, 2008

9. Change in Control

   By Guest MJ1, February 25, 2011
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • February 25, 2011

10. change in control

    By Gudgergirl, May 14, 2010
    • 3 replies
    • 1.9k views
    • 
    • Gudgergirl
    • May 17, 2010

11. Change in Control

    By Chaz, July 9, 2007
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • July 9, 2007

12. Change in Control as SROF

    By Guest JMN, June 28, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • June 28, 2010

13. Change in Control Definition

    By Guest BWH, March 18, 2009
    • 4 replies
    • 6.1k views
    • 
    • Everett Moreland
    • March 18, 2009

14. Change in Control Definitions

    By Guest RWMalone, May 6, 2008
    • 3 replies
    • 2k views
    • 
    • Steelerfan
    • May 7, 2008

15. Change In Control Events

    By SycamoreFan, August 28, 2008
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 24, 2008

16. Change in Control Payment Subject to a SRF?

    By Guest mbw, June 18, 2009
    • 2 replies
    • 2k views
    • 
    • Chaz
    • June 26, 2009

17. Change in Control payment term

    By Guest JMN, June 15, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 24, 2010

18. Change in Control Question

    By Guest Guy Incognito, August 27, 2008
    • 1 reply
    • 1.3k views
    • 
    • XTitan
    • August 27, 2008

19. Change in Control upon death of sole shareholder?

    By Gudgergirl, February 22, 2016
    • 1 reply
    • 1.5k views
    • 
    • Blackbirch
    • February 23, 2016

20. change in form of payment

    By Guest Benefitsrock, October 24, 2007
    • 2 replies
    • 1.3k views
    • 
    • Steelerfan
    • October 25, 2007

21. Change in tax status of employer with 409A plan

    By Guest buffalo06, November 10, 2010
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 11, 2011

22. Change Non-Account Balance to Account Balance

    By EBECatty, April 7, 2021
    • 4 replies
    • 859 views
    • 
    • Luke Bailey
    • April 9, 2021

23. Change of Control

    By jpod, January 7, 2010
    • 1 reply
    • 2.7k views
    • 
    • Everett Moreland
    • January 7, 2010

24. Change of Control and Attribution rules

    By EmpbAF, January 27, 2023
    • 2 replies
    • 1.2k views
    • 
    • HCE
    • February 1, 2023

25. Change of Control Definition

    By Guest KLCarter, January 17, 2006
    • 2 replies
    • 7.5k views
    • 
    • ERISAatty
    • March 10, 2006

26. Change of Control Liquidation and Starting New Plan

    By Guest Bjorn, August 5, 2008
    • 1 reply
    • 2k views
    • 
    • Just Me
    • August 6, 2008

27. Change of Control Questions

    By Guest cphcs, November 29, 2006
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 23, 2006

28. Changing installment payment election

    By Locust, July 11, 2007
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • July 11, 2007

29. Changing Installment timing

    By Guest sritts, February 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 14, 2011

30. Choice of "Severance" Benefits

    By 401 Chaos, June 26, 2007
    • 19 replies
    • 3.9k views
    • 
    • 401 Chaos
    • June 29, 2007

31. Clarifying Notice 2007-86

    By Everett Moreland, October 24, 2007
    • 0 replies
    • 2k views
    • 
    • Everett Moreland
    • October 24, 2007

32. Classification of plan

    By Guest ENT, July 11, 2012
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • July 11, 2012

33. COLI - am I missing something

    By ERISAatty, July 3, 2007
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • July 27, 2007

34. Commission Payments

    By Saiai, September 26, 2013   

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

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

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

36. confused by terminology

    By Guest cac1134, February 16, 2007
    • 6 replies
    • 2.5k views
    • 
    • Steelerfan
    • February 28, 2007

37. Constructive Receipt

    By Guest Salvador A Mander, December 15, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 15, 2009

38. Consulting Agreement

    By Guest mbw, October 18, 2007
    • 12 replies
    • 6.5k views
    • 
    • Steelerfan
    • October 19, 2007

39. Consulting Agreement

    By ERISAgeek111, March 25, 2019
    • 3 replies
    • 824 views
    • 
    • ERISAgeek111
    • March 27, 2019

40. Contingent Benefit Rule and NQDC Plans

    By Guest mbw, May 28, 2008
    • 1 reply
    • 1.9k views
    • 
    • Steelerfan
    • May 28, 2008

41. Continued Medical

    By Randy Watson, July 6, 2007
    • 3 replies
    • 1.5k views
    • 
    • Randy Watson
    • July 7, 2007

42. Contribution Remittance

    By Guest GMMartellacci, July 14, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 14, 2011

43. Convert DB to DC

    By XTitan, August 13, 2008
    • 2 replies
    • 1.5k views
    • 
    • XTitan
    • August 13, 2008

44. Correct Plan Document Failure for Agreement in Payment Status?

    By kmhaab, November 10, 2020
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 17, 2020

45. Correcting a 409A Error

    By ERISA-Bubs, December 18, 2015
    • 4 replies
    • 2k views
    • 
    • XTitan
    • December 28, 2015

46. Correcting SAR failures

    By Guest JMN, June 9, 2010
    • 1 reply
    • 1.3k views
    • 
    • XTitan
    • June 10, 2010

47. Correcting Stock Options granted over Non-Service Recipient Stock

    By SycamoreFan, January 23, 2012
    • 0 replies
    • 1.4k views
    • 
    • SycamoreFan
    • January 23, 2012

48. Correction for Missed Deferral

    By XTitan, January 11, 2011
    • 1 reply
    • 1.6k views
    • 
    • XTitan
    • January 11, 2011

49. Correction Needed if Exempt from 409A?

    By Guest kodle, May 12, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 25, 2010

50. Correction of Discounted Stock Options

    By 401 Chaos, April 29, 2009
    • 5 replies
    • 5.1k views
    • 
    • 401 Chaos
    • April 30, 2009