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409A Issues

664 topics in this forum

  1. Stock options and transitional rules

    By Locust,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  2. Subsequent Deferral and "Later of" Language

    By Christine Roberts,
    • 3 replies
    • 2.8k views

  3. Using Transition Relief to Avoid 6-Month Delay

    By 401 Chaos,
    • 3 replies
    • 1.2k views

  4. Substantial Risk of Forfeiture If Employer Cannot Terminate Plan

    By Guest ElizabethERISA,
    • 3 replies
    • 1.4k views

  5. What constitutes an unforeseeable emergency?

    By katieinny,
    • 3 replies
    • 2.5k views

  6. 20% additional tax

    By Ken Davis,
    • 3 replies
    • 2k views

  7. Revisiting Continuation of Health Benefits Following Termination

    By 401 Chaos,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

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

    By SycamoreFan,
    • 3 replies
    • 2.4k views

  9. Anti-Acceleration Rule

    By jpod,
    • 3 replies
    • 1.8k views

  10. Rabbi Trust

    By Randy Watson,
    • 3 replies
    • 3.4k views

  11. Six-Month Delay for Gross-Up Payments?

    By BTG,
    • 3 replies
    • 2.6k views

  12. stock options

    By jpod,
    • 3 replies
    • 4.8k views

  13. How Far Does a 409A Taint Go?

    By Guest Grumpy456,
    • 3 replies
    • 1.4k views

  14. 409 A reporting

    By Guest billyj,
    • 3 replies
    • 2.5k views

  15. Second Elections

    By jpod,
    • 3 replies
    • 1.1k views

  16. Forfeiture of account if participant cost employer money?

    By t.haley,
    • 3 replies
    • 1.6k views

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

    By Guest buffalo06,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  18. Single Time and Form

    By KJohnson,
    • 3 replies
    • 1.3k views

  19. Lump-sum to 5 annual installments

    By austin3515,
    • 3 replies
    • 1.1k views

  20. Does amendment of a benefit formula violate 409A?

    By smm,
    • 3 replies
    • 3.1k views
    • Guest
    • Guest

  21. Is payment of a 409A benefit "in-kind" a problem?

    By dv13,
    • 3 replies
    • 795 views

  22. 409A and TARP Intersection (Collision)

    By 401 Chaos,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  23. Deferral of RSU Awards

    By ERISA-Bubs,
    • 3 replies
    • 3.5k views

  24. Change in Control

    By Guest Ssnola,
    • 3 replies
    • 1.4k views

  25. Freezing employer SERP contributions mid-year

    By gc@chimentowebb.com,
    • 3 replies
    • 923 views

  26. Key Employee Bonus Election in Event of Termination

    By Guest DCdeferredcomp,
    • 3 replies
    • 2k views

  27. Addition of a 'separation from service' event and 409A

    By kmhaab,
    • 3 replies
    • 1.5k views

  28. Deferring Substantial Risk of Forfeiture Under Section 83

    By Carol V. Calhoun,
    • 3 replies
    • 3.1k views

  29. Employer Payment of Penalties

    By Guest KS-457,
    • 3 replies
    • 2.1k views
    • Guest
    • Guest

  30. Retention payment

    By Ken Davis,
    • 3 replies
    • 1.6k views

  31. Exchange of Stock Options for Restricted Shares

    By Guest jhall,
    • 3 replies
    • 4.4k views

  32. Post 2005 plan terminates before 12/31/08 amendment deadline

    By Guest long,
    • 3 replies
    • 1.1k views
    • Guest
    • Guest

  33. 409A Correction Program

    By MarkS,
    • 3 replies
    • 1k views

  34. Help on misdated discounted option subject to 409A

    By Guest okok2k@yahoo.com.cn,
    • 3 replies
    • 1.9k views

  35. Accelerating Payments under Short Term Deferral Exception

    By HCE,
    • 3 replies
    • 3.4k views

  36. What does "separation pay" include

    By britoski,
    • 3 replies
    • 1.6k views

  37. 409A / 457(f) - Voluntary Termination After Change in Control

    By EBECatty,
    • 3 replies
    • 1.2k views

  38. When do RSUs count?

    By Guest elmo27,
    • 3 replies
    • 1.7k views

  39. employee discounts

    By Guest wms3,
    • 3 replies
    • 1.3k views
    • Guest
    • Guest

  40. Failure to Bring Arrangement into Compliance

    By Guest PBJ,
    • 3 replies
    • 1.8k views

  41. Retrospective and Future Bonus Payments and "Performance-Based Compensation"

    By kgr12,
    • 3 replies
    • 871 views

  42. 409A - need to cancel deferral election

    By benefitsguru,
    • 3 replies
    • 1.7k views

  43. NQSO - W2 withholding

    By Guest Shrek'sconfused,
    • 3 replies
    • 2.1k views

  44. Correction: Failure to Distribute

    By Randy Watson,
    • 3 replies
    • 2.3k views

  45. Employment Taxes

    By Guest PBJ,
    • 3 replies
    • 1.7k views

  46. Forfeiture if no stock purchase?

    By ERISAatty,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  47. Can I Amend Plan to Fix Drafting Errors?

    By ERISA-Bubs,
    • 3 replies
    • 799 views

  48. "Become a party to sale agreement" as payment trigger?

    By kmhaab,
    • 3 replies
    • 582 views

  49. Subject to 409A or No?

    By HTO,
    • 3 replies
    • 621 views

  50. Incentive Stock Options - Termination of Employment

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