409A Issues

664 topics in this forum

1. Employer Change Match % Mid-Year

   By ERISA-Bubs, November 8, 2011
   • 6 replies
   • 2.7k views
   • 
   • Just Me
   • January 9, 2012

2. 2008-113 Corrections - Interest goes to Employer?

   By ERISA-Bubs, December 19, 2011
   • 2 replies
   • 1.7k views
   • 
   • Just Me
   • January 9, 2012

3. Software for Private Equity Plan

   By Sheila K, January 4, 2012
   • 0 replies
   • 988 views
   • 
   • Sheila K
   • January 4, 2012

4. Short-term deferral and 457(f)

   By Ken Davis, December 21, 2011
   • 2 replies
   • 2.5k views
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   • Guest
   • December 23, 2011

5. Tax Rate for Distributions to Beneficiaries

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

6. 409A - election when first eligible

   By Guest NJ-Center of the Universe, December 19, 2011
   • 0 replies
   • 1.1k views
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   • Guest
   • December 19, 2011

7. 409a as collateral for loan

   By Beemer, December 14, 2011
   • 7 replies
   • 4.3k views
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   • Beemer
   • December 16, 2011

8. Application to partners

   By Guest ENT, December 13, 2011
   • 0 replies
   • 1.4k views
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   • Guest
   • December 13, 2011

9. Redeferring Part of a Scheduled Payment

   By Guest Inquiring Mind, June 18, 2010
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • December 8, 2011

10. Happy Unsecured Creditor Day!

    By Mark Whitelaw, December 1, 2011
    • 0 replies
    • 1.2k views
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    • Mark Whitelaw
    • December 1, 2011

11. Valid payment schedule?

    By Guest Salvador A Mander, October 15, 2011
    • 5 replies
    • 1.5k views
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    • JanetM
    • November 29, 2011

12. Plan Amendment changes eligible employees

    By Guest TaxedToDeath, November 28, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 28, 2011

13. Mistaken or Omitted Participation

    By ERISA-Bubs, November 22, 2011
    • 1 reply
    • 1.3k views
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    • XTitan
    • November 22, 2011

14. Option Exercise Timing - different from Payment Timing right?

    By ERISAatty, November 8, 2011
    • 0 replies
    • 1.5k views
    • 
    • ERISAatty
    • November 8, 2011

15. 409A Deferral Election Issues

    By Guest elmo27, November 1, 2011
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • November 4, 2011

16. Reemployment and 409A

    By Guest elmo27, October 31, 2011
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 31, 2011

17. When do RSUs count?

    By Guest elmo27, October 21, 2011
    • 3 replies
    • 1.7k views
    • 
    • 401 Chaos
    • October 21, 2011

18. Health coverage post-employment

    By Guest JMN, October 15, 2011
    • 5 replies
    • 2k views
    • 
    • 401 Chaos
    • October 18, 2011

19. Anti-Acceleration Rule

    By jpod, October 12, 2011
    • 3 replies
    • 1.8k views
    • 
    • jpod
    • October 13, 2011

20. Acceleration of grandfathered benefits

    By holdco, September 26, 2011
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • September 26, 2011

21. Multi-Year Consulting Agreement

    By Christine Roberts, September 23, 2011
    • 0 replies
    • 1.7k views
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    • Christine Roberts
    • September 23, 2011

22. Treatment of Deferral Elections After Plan Termination

    By Guest BenefitsJrAssociate, September 22, 2011
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 22, 2011

23. Impermissible Deferral

    By ERISA25, September 16, 2011
    • 0 replies
    • 1.5k views
    • 
    • ERISA25
    • September 16, 2011

24. Eliminating Voluntary Termination

    By Guest shaul, September 4, 2011
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 12, 2011

25. Can Employer pay Employee additional compensation equal to 409A taxes paid by Employee?

    By Guest bgtees, September 7, 2011
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 8, 2011

26. NQSO - W2 withholding

    By Guest Shrek'sconfused, August 23, 2011
    • 3 replies
    • 2.1k views
    • 
    • jpod
    • August 24, 2011

27. Is this a short term deferral?

    By jpod, August 12, 2011
    • 8 replies
    • 4.3k views
    • 
    • 401 Chaos
    • August 18, 2011

28. Resolved

    By Guest Grumpy456, August 2, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 2, 2011

29. Factors in Determining 20% Service Level

    By Flight33, July 28, 2011
    • 0 replies
    • 1.1k views
    • 
    • Flight33
    • July 28, 2011

30. Plan Amendment to Change Time and Form of Payment

    By Guest rjohnson, June 21, 2011
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • July 22, 2011

31. Terminating Loan Regime Split Dollar and 409A

    By CaliBen, July 15, 2011
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • July 17, 2011

32. Contribution Remittance

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

33. Subsequent Deferral AFTER Separation From Service

    By Guest gscrowley, July 1, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 1, 2011

34. Administrative Error - Calculations

    By JRG, June 27, 2011
    • 0 replies
    • 1.4k views
    • 
    • JRG
    • June 27, 2011

35. Phantom SARs Under 409A

    By 401 Chaos, June 10, 2011
    • 0 replies
    • 1.6k views
    • 
    • 401 Chaos
    • June 10, 2011

36. Death as Forfeiture Event?

    By ERISAatty, May 6, 2011
    • 5 replies
    • 2k views
    • 
    • Guest
    • May 28, 2011

37. 409A Violation -- Failure to Pay Installment Payments

    By Guest Subsequent Deferral, May 13, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 13, 2011

38. 2008-113

    By Guest MJ1, March 9, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • May 12, 2011

39. 409A(b)(3) funding restrictions

    By jpod, April 6, 2011
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • May 5, 2011

40. Use of Transaction Based Compensation Exception with an LLC

    By EGB, March 3, 2011
    • 4 replies
    • 4.3k views
    • 
    • EGB
    • May 5, 2011

41. Service Provider Agrees to Reduction in Payment

    By ERISA25, April 12, 2011
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • April 12, 2011

42. Amount of Payment Tied to Sale Price of Company

    By Guest mlr2, March 30, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 6, 2011

43. Pre-2009 violations

    By Guest JMN, April 6, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 6, 2011

44. IRS Audits / settlements

    By Guest FAQ, March 24, 2011
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 25, 2011

45. 2008-113

    By Guest Mel Kiper Jr., March 10, 2011
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 10, 2011

46. Notice 2010-6 notices

    By Guest MJ1, March 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 7, 2011

47. Change in Control

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

48. Federal non-profit credit unions, 457(f) and 409(A)

    By Guest Crossbridge-BWF, February 17, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 17, 2011

49. Suspension of payments

    By Guest MJ1, February 14, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 15, 2011

50. Changing Installment timing

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