409A Issues

664 topics in this forum

1. Pre-409A

   By ERISA-Bubs, December 28, 2012
   • 0 replies
   • 3.2k views
   • 
   • ERISA-Bubs
   • December 28, 2012

2. Tax Reporting

   By ERISA-Bubs, December 20, 2012
   • 1 reply
   • 2.8k views
   • 
   • Guest
   • December 20, 2012

3. 404(a)(5) timing rule

   By Guest ceg73, December 18, 2012
   • 0 replies
   • 2.9k views
   • 
   • Guest
   • December 18, 2012

4. Notice 2008-115 and Form 941

   By Ken Davis, December 17, 2012
   • 0 replies
   • 3.6k views
   • 
   • Ken Davis
   • December 17, 2012

5. Restricted Stock Units

   By Chaz, December 8, 2012
   • 0 replies
   • 2.7k views
   • 
   • Chaz
   • December 8, 2012

6. ESOP

   By DPSRich, November 27, 2012
   • 1 reply
   • 2.7k views
   • 
   • QDROphile
   • November 27, 2012

7. Service Recipient Discretion

   By Guest ebenny, November 26, 2012
   • 0 replies
   • 2.8k views
   • 
   • Guest
   • November 26, 2012

8. Too Late to Correct?

   By ERISA-Bubs, November 9, 2012
   • 0 replies
   • 2.7k views
   • 
   • ERISA-Bubs
   • November 9, 2012

9. Scrivener's Error?

   By ERISA25, August 22, 2012
   • 1 reply
   • 4.5k views
   • 
   • 401 Chaos
   • November 8, 2012

10. amending definition of "change in control"

    By Gudgergirl, October 22, 2012
    • 0 replies
    • 3k views
    • 
    • Gudgergirl
    • October 22, 2012

11. Successive NQDC Plans

    By Guest rjohnson, August 27, 2012
    • 4 replies
    • 3k views
    • 
    • Guest
    • October 17, 2012

12. Salary deferral

    By Guest JMN, October 11, 2012
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • October 11, 2012

13. Subsequent Deferral 12 months effect rule

    By Guest Elkay, October 2, 2012
    • 0 replies
    • 4.2k views
    • 
    • Guest
    • October 2, 2012

14. Subsequent Deferral on PART of a Payment

    By ERISA-Bubs, July 16, 2012
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • July 23, 2012

15. Distributions to Independent Contractor

    By Guest annem99, July 13, 2012
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • July 13, 2012

16. Plan Amendment to Add Aggregate Cap to Benefits Paid to Multiple Recipients

    By Guest Tudor Fever, July 11, 2012
    • 2 replies
    • 67.3k views
    • 
    • Guest
    • July 11, 2012

17. Classification of plan

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

18. Promise to grant options in the future

    By Guest ABC, July 3, 2012
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • July 5, 2012

19. 409A (and/or 457?) Issues as to Physician Employment Agreement

    By WestCoast, June 27, 2012
    • 3 replies
    • 3.4k views
    • 
    • jpod
    • June 29, 2012

20. Bonus in Connection with Stock Option Exercise

    By SycamoreFan, June 22, 2012
    • 0 replies
    • 3.2k views
    • 
    • SycamoreFan
    • June 22, 2012

21. Definition of Insider

    By Guest awea, June 21, 2012
    • 0 replies
    • 3.2k views
    • 
    • Guest
    • June 21, 2012

22. Similar Plans w/in 3 years of Plan Termination

    By Guest thefades, June 13, 2012
    • 1 reply
    • 2.9k views
    • 
    • gc@chimentowebb.com
    • June 14, 2012

23. Plan Document

    By PFranckowiak, May 14, 2012
    • 2 replies
    • 3k views
    • 
    • Peanut Butter Man
    • June 6, 2012

24. Plan Termination -

    By Gudgergirl, May 25, 2012
    • 0 replies
    • 2.7k views
    • 
    • Gudgergirl
    • May 25, 2012

25. statute of limitations for 409A violation claim

    By Guest Benefitsrock, May 17, 2012
    • 3 replies
    • 6.4k views
    • 
    • Guest
    • May 21, 2012

26. Short Term Deferral and Multiple Payment Events

    By ERISA-Bubs, May 8, 2012
    • 1 reply
    • 2.7k views
    • 
    • ERISA-Bubs
    • May 14, 2012

27. 1.409A-3(d) and Installments. Insights?

    By ERISAatty, April 12, 2012
    • 1 reply
    • 3.3k views
    • 
    • Draper55
    • May 10, 2012

28. Separate Payments / Short Term Deferral

    By ERISA-Bubs, May 7, 2012
    • 7 replies
    • 4.1k views
    • 
    • jpod
    • May 9, 2012

29. When Are Commissions Earned?

    By Guest Exec Comp, April 3, 2012
    • 1 reply
    • 3.9k views
    • 
    • Ron Snyder
    • April 13, 2012

30. Stock Repurchase at Retirement

    By Guest 409A newbie, March 30, 2012
    • 5 replies
    • 3.1k views
    • 
    • jpod
    • April 3, 2012

31. 409A Operational Violation

    By Chaz, March 30, 2012
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • March 30, 2012

32. Notice 2010-6

    By ERISA11, February 21, 2011
    • 1 reply
    • 2.1k views
    • 
    • NKOTB
    • March 29, 2012

33. Similarly Situated Service Providers

    By ERISA-Bubs, March 27, 2012
    • 0 replies
    • 1.3k views
    • 
    • ERISA-Bubs
    • March 27, 2012

34. Sequential/Successive Ineligible 457 Plans

    By Christine Roberts, March 26, 2012
    • 1 reply
    • 1.5k views
    • 
    • ERISA-Bubs
    • March 27, 2012

35. Acceleration upon Termination of Plan

    By ERISA-Bubs, March 17, 2012
    • 2 replies
    • 1.9k views
    • 
    • ERISA-Bubs
    • March 20, 2012

36. Pink Sheet Company

    By jpod, March 14, 2012
    • 1 reply
    • 2k views
    • 
    • JanetM
    • March 19, 2012

37. Separation From Service Resulting from Spin-off

    By ERISA-Bubs, March 13, 2012
    • 0 replies
    • 1.6k views
    • 
    • ERISA-Bubs
    • March 13, 2012

38. Limits On Amount To Be Deferred

    By ERISA-Bubs, March 9, 2012
    • 2 replies
    • 1.4k views
    • 
    • ERISA-Bubs
    • March 12, 2012

39. Restricted Stock

    By Chaz, February 9, 2012
    • 11 replies
    • 9.1k views
    • 
    • ERISA-Bubs
    • March 5, 2012

40. initial eligibility and 30 day rule

    By Guest George Chimento, February 26, 2012
    • 1 reply
    • 2.2k views
    • 
    • gc@chimentowebb.com
    • February 29, 2012

41. Missed Deferral

    By ERISA-Bubs, February 23, 2012
    • 2 replies
    • 2.4k views
    • 
    • ERISA-Bubs
    • February 24, 2012

42. Base Salary - Employment Agreement

    By Guest shaul, February 3, 2012
    • 5 replies
    • 1.6k views
    • 
    • ERISA-Bubs
    • February 24, 2012

43. SROF/Past Service Credit

    By Christine Roberts, February 18, 2012
    • 2 replies
    • 1.3k views
    • 
    • Christine Roberts
    • February 22, 2012

44. Short-term deferral, SRF and non-409A compliant CIC definition

    By Guest Benefitsrock, February 9, 2012
    • 1 reply
    • 1.5k views
    • 
    • jpod
    • February 9, 2012

45. Severance Benefit for Rank and File

    By Christine Roberts, January 28, 2012
    • 0 replies
    • 2.9k views
    • 
    • Christine Roberts
    • January 28, 2012

46. Retroactive Amendments

    By ERISA-Bubs, January 23, 2012
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • January 24, 2012

47. Key Employee Bonus Election in Event of Termination

    By Guest DCdeferredcomp, January 12, 2012
    • 3 replies
    • 2k views
    • 
    • SycamoreFan
    • January 23, 2012

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

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

49. Definition of Service Recipient Stock

    By SycamoreFan, January 16, 2012
    • 0 replies
    • 2k views
    • 
    • SycamoreFan
    • January 16, 2012

50. Employer Deduction for Severance

    By ERISA-Bubs, January 10, 2012
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • January 11, 2012