409A Issues

650 topics in this forum

1. Permissible payment event

   By mariemonroe, October 14, 2015
   • 6 replies
   • 1.8k views
   • 
   • 401 Chaos
   • December 17, 2015

2. Can you amend plan to add a form of payment

   By mariemonroe, May 19, 2015
   • 5 replies
   • 2.3k views
   • 
   • XTitan
   • November 10, 2015

3. 409A - Change in Payment Formula

   By Guest vdh2014, October 15, 2015   

   • 409a; nonqualified deferred
   • 0 replies
   • 935 views
   • 
   • Guest
   • October 15, 2015

4. Performance criteria changes

   By Guest scuba80, May 23, 2011
   • 2 replies
   • 1.3k views
   • 
   • Floridaattorney
   • October 9, 2015

5. Does anyone understand IRS Answer to ABA Q&A #13 on 409A?

   By Centerstage, September 16, 2015   

   • 409A; One time and form
   • 4 replies
   • 1.4k views
   • 
   • Centerstage
   • September 18, 2015

6. Unforeseeable emergencies amendment

   By randagulp, September 8, 2015   

   • 409A
   • emergency
   • (and 1 more)

     Tagged with:

     • 409A
     • emergency
     • amendment
   • 1 reply
   • 1.1k views
   • 
   • randagulp
   • September 8, 2015

7. Creative Alternative to Non-Assignment in a 409A Plan

   By dv13, August 5, 2015
   • 4 replies
   • 2k views
   • 
   • Peter Gulia
   • August 6, 2015

8. Cannot Locate Beneficiary

   By dv13, June 15, 2015
   • 10 replies
   • 2.2k views
   • 
   • justasking
   • July 22, 2015

9. Deferral of RSU Awards

   By ERISA-Bubs, June 12, 2015
   • 3 replies
   • 3.2k views
   • 
   • CompAtty
   • June 14, 2015

10. Can our subsidary pay our NQDC obligation?

    By ERISA-Bubs, May 28, 2015
    • 4 replies
    • 1.1k views
    • 
    • EBECatty
    • June 11, 2015

11. 409A Change in Control loophole?

    By dv13, May 19, 2015
    • 3 replies
    • 1.1k views
    • 
    • dv13
    • May 20, 2015

12. Earn Out After Noncompliant CIC Event?

    By EBECatty, April 19, 2015
    • 1 reply
    • 2.2k views
    • 
    • Blackbirch
    • April 30, 2015

13. Subsidized COBRA

    By JJRetirement, March 24, 2015   

    • amendment
    • COBRA
    • 0 replies
    • 2.4k views
    • 
    • JJRetirement
    • March 24, 2015

14. 457(f) Plan - Substantial Risk of Forfeiture

    By austin3515, March 2, 2015
    • 13 replies
    • 3k views
    • 
    • austin3515
    • March 3, 2015

15. 409A - need to cancel deferral election

    By benefitsguru, March 2, 2015
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • March 2, 2015

16. Legally Binding Right - Notice required to amend

    By JJRetirement, March 2, 2015
    • 2 replies
    • 1.2k views
    • 
    • JJRetirement
    • March 2, 2015

17. Assumption of Liability by SH

    By spartytax, February 12, 2015
    • 0 replies
    • 1k views
    • 
    • spartytax
    • February 12, 2015

18. Revocation of 409A payments

    By spartytax, February 11, 2015
    • 0 replies
    • 828 views
    • 
    • spartytax
    • February 11, 2015

19. Can I reduce a CIC payment and pay a bonus today equal to the reduction?

    By ERISA-Bubs, December 12, 2014
    • 5 replies
    • 2.2k views
    • 
    • Blackbirch
    • January 20, 2015

20. 403B and IRA RMD catastrophe

    By Guest 401kguy, November 18, 2014
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 18, 2014

21. Withholding on NQDC Paid by Third Party

    By ERISA-Bubs, January 28, 2013
    • 4 replies
    • 3.6k views
    • 
    • Guest
    • November 1, 2014

22. Impermissible Acceleration/Substition

    By jpod, October 31, 2014
    • 0 replies
    • 1.4k views
    • 
    • jpod
    • October 31, 2014

23. Unintentional Deferral

    By ERISA-Bubs, October 13, 2014
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • October 31, 2014

24. Acceleration of Short Term Deferral

    By Just Me, October 17, 2014
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 30, 2014

25. Short-Term Deferral

    By jpod, October 14, 2014
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • October 30, 2014