409A Issues

637 topics in this forum

1. 409A - need to cancel deferral election

   By benefitsguru, March 2, 2015
   • 3 replies
   • 1.5k views
   • 
   • QDROphile
   • March 2, 2015

2. Legally Binding Right - Notice required to amend

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

3. Assumption of Liability by SH

   By spartytax, February 12, 2015
   • 0 replies
   • 979 views
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   • spartytax
   • February 12, 2015

4. Revocation of 409A payments

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

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

   By ERISA-Bubs, December 12, 2014
   • 5 replies
   • 1.9k views
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   • Blackbirch
   • January 20, 2015

6. 403B and IRA RMD catastrophe

   By Guest 401kguy, November 18, 2014
   • 0 replies
   • 1.1k views
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   • Guest
   • November 18, 2014

7. Withholding on NQDC Paid by Third Party

   By ERISA-Bubs, January 28, 2013
   • 4 replies
   • 3.4k views
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   • Guest
   • November 1, 2014

8. Impermissible Acceleration/Substition

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

9. Unintentional Deferral

   By ERISA-Bubs, October 13, 2014
   • 2 replies
   • 1k views
   • 
   • Peter Gulia
   • October 31, 2014

10. Acceleration of Short Term Deferral

    By Just Me, October 17, 2014
    • 1 reply
    • 1.9k views
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    • Guest
    • October 30, 2014

11. Short-Term Deferral

    By jpod, October 14, 2014
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • October 30, 2014

12. Payment Modifications

    By Guest IHC, October 30, 2014
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 30, 2014

13. Six-Month Delay after Spin Off

    By Just Me, October 17, 2014
    • 0 replies
    • 874 views
    • 
    • Just Me
    • October 17, 2014

14. Phantom Carry Plan Design

    By Blackbirch, September 30, 2013   

    • 409A
    • Private Equity
    • (and 1 more)

      Tagged with:

      • 409A
      • Private Equity
      • Phantom Carry
    • 6 replies
    • 7.7k views
    • 
    • Blackbirch
    • October 3, 2014

15. Forfeiture of account if participant cost employer money?

    By t.haley, September 5, 2014
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • September 5, 2014

16. Completely Vested; Fired for Embezzlement; No Forfeiture for Cause Provision

    By dv13, September 3, 2014
    • 9 replies
    • 3k views
    • 
    • Guest
    • September 4, 2014

17. Does the statement for a Cash Balance Plan equal the true PV of the benefit?

    By Guest jbergstrom, July 15, 2014
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • July 15, 2014

18. deferred compensation payments as income for 401(k) plans

    By K2retire, June 25, 2014
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 3, 2014

19. Alternative Method of Determining Specified Employees

    By SycamoreFan, June 12, 2014
    • 0 replies
    • 1.1k views
    • 
    • SycamoreFan
    • June 12, 2014

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

    By SycamoreFan, May 21, 2014
    • 3 replies
    • 1.8k views
    • 
    • SycamoreFan
    • May 23, 2014

21. Payment within a Given Year or a Given 90-Day Period

    By Yesrod5, January 11, 2014
    • 1 reply
    • 3.1k views
    • 
    • SycamoreFan
    • May 21, 2014

22. Cacluations - spreadsheet?

    By Guest MJ1, December 9, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 14, 2014

23. Post-Termination Compensation from Inter-Company Payments

    By SycamoreFan, May 1, 2014
    • 3 replies
    • 1.7k views
    • 
    • SycamoreFan
    • May 2, 2014

24. Prohibited Transactions

    By Guest Msawalski, March 20, 2014
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 24, 2014

25. Specified Employee Compensation

    By dv13, February 24, 2014
    • 0 replies
    • 2.3k views
    • 
    • dv13
    • February 24, 2014