409A Issues

666 topics in this forum

1. 404(a)(5) timing rule

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

2. Notice 2008-115 and Form 941

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

3. Restricted Stock Units

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

4. ESOP

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

5. Service Recipient Discretion

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

6. Too Late to Correct?

   By ERISA-Bubs, November 9, 2012
   • 0 replies
   • 2.8k views
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   • ERISA-Bubs
   • November 9, 2012

7. amending definition of "change in control"

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

8. Salary deferral

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

9. Subsequent Deferral 12 months effect rule

   By Guest Elkay, October 2, 2012
   • 0 replies
   • 4.3k views
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   • Guest
   • October 2, 2012

10. Successive NQDC Plans

    By Guest rjohnson, August 27, 2012
    • 4 replies
    • 3.1k views
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    • Guest
    • October 17, 2012

11. Scrivener's Error?

    By ERISA25, August 22, 2012
    • 1 reply
    • 4.6k views
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    • 401 Chaos
    • November 8, 2012

12. Subsequent Deferral on PART of a Payment

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

13. Distributions to Independent Contractor

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

14. Classification of plan

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

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

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

16. Promise to grant options in the future

    By Guest ABC, July 3, 2012
    • 1 reply
    • 3.2k views
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    • Guest
    • July 5, 2012

17. 409A (and/or 457?) Issues as to Physician Employment Agreement

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

18. Bonus in Connection with Stock Option Exercise

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

19. Definition of Insider

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

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

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

21. Plan Termination -

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

22. statute of limitations for 409A violation claim

    By Guest Benefitsrock, May 17, 2012
    • 3 replies
    • 6.5k views
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    • Guest
    • May 21, 2012

23. Plan Document

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

24. Short Term Deferral and Multiple Payment Events

    By ERISA-Bubs, May 8, 2012
    • 1 reply
    • 2.8k views
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    • ERISA-Bubs
    • May 14, 2012

25. Separate Payments / Short Term Deferral

    By ERISA-Bubs, May 7, 2012
    • 7 replies
    • 4.2k views
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    • jpod
    • May 9, 2012

26. 1.409A-3(d) and Installments. Insights?

    By ERISAatty, April 12, 2012
    • 1 reply
    • 3.4k views
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    • Draper55
    • May 10, 2012

27. When Are Commissions Earned?

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

28. Stock Repurchase at Retirement

    By Guest 409A newbie, March 30, 2012
    • 5 replies
    • 3.2k views
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    • jpod
    • April 3, 2012

29. 409A Operational Violation

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

30. Similarly Situated Service Providers

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

31. Sequential/Successive Ineligible 457 Plans

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

32. Acceleration upon Termination of Plan

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

33. Pink Sheet Company

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

34. Separation From Service Resulting from Spin-off

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

35. Limits On Amount To Be Deferred

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

36. initial eligibility and 30 day rule

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

37. Missed Deferral

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

38. SROF/Past Service Credit

    By Christine Roberts, February 18, 2012
    • 2 replies
    • 1.4k views
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    • Christine Roberts
    • February 22, 2012

39. Restricted Stock

    By Chaz, February 9, 2012
    • 11 replies
    • 9.5k views
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    • ERISA-Bubs
    • March 5, 2012

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

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

41. Base Salary - Employment Agreement

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

42. Severance Benefit for Rank and File

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

43. Retroactive Amendments

    By ERISA-Bubs, January 23, 2012
    • 1 reply
    • 1.8k views
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    • QDROphile
    • January 24, 2012

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

    By SycamoreFan, January 23, 2012
    • 0 replies
    • 1.5k views
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    • SycamoreFan
    • January 23, 2012

45. Definition of Service Recipient Stock

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

46. Key Employee Bonus Election in Event of Termination

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

47. Employer Deduction for Severance

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

48. Software for Private Equity Plan

    By Sheila K, January 4, 2012
    • 0 replies
    • 1k views
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    • Sheila K
    • January 4, 2012

49. Short-term deferral and 457(f)

    By Ken Davis, December 21, 2011
    • 2 replies
    • 2.6k views
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    • Guest
    • December 23, 2011

50. Tax Rate for Distributions to Beneficiaries

    By ERISA-Bubs, December 19, 2011
    • 0 replies
    • 1.5k views
    • 
    • ERISA-Bubs
    • December 19, 2011