Jump to content

409A Issues

666 topics in this forum

  1. Suspension of payments

    By Guest MJ1,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  2. Changing Installment timing

    By Guest sritts,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

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

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

  4. 457(f) Violation - Does it result in 409A penalty too?

    By WestCoast,
    • 1 reply
    • 3.5k views
    • Guest
    • Guest

  5. Notice 2010-6 Disclosure of "amount involved"

    By Guest usafa89,
    • 4 replies
    • 2.7k views
    • Guest
    • Guest

  6. Is this arrangment subject to 409A?

    By Guest drp41980,
    • 1 reply
    • 1.2k views

  7. Forfeiture if no stock purchase?

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

  8. Can document correction restore 409A exception?

    By Guest 409 eh?,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  9. Stock Valuation as Measure of Plan Account

    By Guest Lane,
    • 5 replies
    • 1.7k views
    • Guest
    • Guest

  10. Notice 2010-6

    By Guest JM123,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  11. Correction for Missed Deferral

    By XTitan,
    • 1 reply
    • 1.6k views

  12. Effective Control

    By Guest Buzzman,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  13. Correction of Overpayments

    By Brian Haynes,
    • 2 replies
    • 2.5k views

  14. Savings Interest Rates

    By Guest abeysomone,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  15. Phantom Equity Plan for LLC

    By Guest aaronk,
    • 0 replies
    • 2.6k views
    • Guest
    • Guest

  16. implementing plan immediately before retirement

    By Gudgergirl,
    • 0 replies
    • 1.1k views

  17. Reimbursements and In-Kind Benefits

    By Guest basilb,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  18. 409A Same Desk Rule

    By Jeff Kirtner,
    • 1 reply
    • 2.9k views
    • Guest
    • Guest

  19. Severance Agreement

    By Guest Buzzman,
    • 1 reply
    • 2.5k views

  20. Ability to modify payment formula

    By Guest ENT,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  21. Amending plan

    By Guest JM123,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  22. Independent Contractor NQDC Payments Received

    By TPA Bob,
    • 2 replies
    • 1.5k views

  23. The Eternal Mystery - Top-Hat Edition

    By Guest erisafried,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  24. Removing a permissible payment event

    By SycamoreFan,
    • 1 reply
    • 2.1k views

  25. Change in Control payment term

    By Guest JMN,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  26. Treat Grandfathered as Subject to 409A?

    By ERISA-Bubs,
    • 0 replies
    • 1.1k views

  27. LTIP

    By Guest JM123,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  28. Waiver / Acceleration of a Condition to Deferred Comp.

    By Guest Eric A,
    • 1 reply
    • 1.8k views

  29. At Risk Pension Plan and "funding" a Rabbi Trust

    By Randy Watson,
    • 1 reply
    • 1.7k views

  30. Document failure corrections

    By Guest JMN,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  31. Change in Control

    By Guest JM123,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  32. Noncompete

    By Guest JMN,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  33. 409A and TARP Intersection (Collision)

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

  34. Change in Control as SROF

    By Guest JMN,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  35. Stock Interests - Grandfathered Valuation Rules

    By Christine Roberts,
    • 1 reply
    • 1.2k views

  36. Retaining Discretion Over Early Retirement Benefits

    By 401 Chaos,
    • 9 replies
    • 2.9k views

  37. Short-term deferral question--early vesting at disability and retirement

    By Guest steverino,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

  38. Correcting SAR failures

    By Guest JMN,
    • 1 reply
    • 1.3k views

  39. Participant Distribution - Reported on W-2 or 1099 Misc?

    By Alex Daisy,
    • 12 replies
    • 24.6k views

  40. Correction under Notice 2008-113

    By Guest awea,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  41. Valuation of non-public stock

    By Guest JM123,
    • 2 replies
    • 2.6k views
    • Guest
    • Guest

  42. Correction Needed if Exempt from 409A?

    By Guest kodle,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  43. Missing Participant

    By Miner88,
    • 4 replies
    • 1.9k views

  44. Short-Term Deferral Question in Regard to Term of Plan and Acceleration of Restricted Stock Grants

    By Guest Tauriffic,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  45. change in control

    By Gudgergirl,
    • 3 replies
    • 2k views

  46. 409A "Correction" Now that we are outside of Correction Notice Transition Period

    By Guest newtobenefits,
    • 1 reply
    • 1.3k views

  47. Can You Change Payment Terms of Otherwise Exempt Severance Benefits?

    By 401 Chaos,
    • 2 replies
    • 3.4k views

  48. Replacing 409A plans/substitution

    By Guest thefades,
    • 1 reply
    • 3.8k views

  49. Subsequent Deferral and "Later of" Language

    By Christine Roberts,
    • 3 replies
    • 2.9k views

  50. Delaying Payment Until End of LTD Eligibility

    By 401 Chaos,
    • 0 replies
    • 1.1k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept