409A Issues

665 topics in this forum

1. Cacluations - spreadsheet?

   By Guest MJ1, December 9, 2010
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • May 14, 2014

2. Notice 2010-6

   By Guest JM123, November 26, 2010
   • 4 replies
   • 1.6k views
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   • Guest
   • January 21, 2011

3. Effective Control

   By Guest Buzzman, November 23, 2010
   • 0 replies
   • 1.2k views
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   • Guest
   • November 23, 2010

4. Correction of Overpayments

   By Brian Haynes, November 16, 2010
   • 2 replies
   • 2.5k views
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   • XTitan
   • November 17, 2010

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

   By Guest buffalo06, November 10, 2010
   • 3 replies
   • 1.6k views
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   • Guest
   • February 11, 2011

6. Can document correction restore 409A exception?

   By Guest 409 eh?, October 25, 2010
   • 4 replies
   • 1.7k views
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   • Guest
   • January 21, 2011

7. Stock Valuation as Measure of Plan Account

   By Guest Lane, October 20, 2010
   • 5 replies
   • 1.7k views
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   • Guest
   • January 21, 2011

8. Savings Interest Rates

   By Guest abeysomone, October 13, 2010
   • 2 replies
   • 1.6k views
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   • Guest
   • November 15, 2010

9. Phantom Equity Plan for LLC

   By Guest aaronk, October 13, 2010
   • 0 replies
   • 2.6k views
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   • Guest
   • October 13, 2010

10. implementing plan immediately before retirement

    By Gudgergirl, October 13, 2010
    • 0 replies
    • 1.1k views
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    • Gudgergirl
    • October 13, 2010

11. Forfeiture if no stock purchase?

    By ERISAatty, September 30, 2010
    • 3 replies
    • 1.5k views
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    • Guest
    • January 21, 2011

12. Reimbursements and In-Kind Benefits

    By Guest basilb, September 29, 2010
    • 0 replies
    • 1.5k views
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    • Guest
    • September 29, 2010

13. 409A Same Desk Rule

    By Jeff Kirtner, September 29, 2010
    • 1 reply
    • 2.9k views
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    • Guest
    • September 29, 2010

14. Ability to modify payment formula

    By Guest ENT, September 21, 2010
    • 0 replies
    • 1.2k views
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    • Guest
    • September 21, 2010

15. Amending plan

    By Guest JM123, September 20, 2010
    • 0 replies
    • 1.4k views
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    • Guest
    • September 20, 2010

16. Independent Contractor NQDC Payments Received

    By TPA Bob, September 15, 2010
    • 2 replies
    • 1.5k views
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    • TPA Bob
    • September 15, 2010

17. The Eternal Mystery - Top-Hat Edition

    By Guest erisafried, September 11, 2010
    • 0 replies
    • 1.3k views
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    • Guest
    • September 11, 2010

18. Removing a permissible payment event

    By SycamoreFan, August 17, 2010
    • 1 reply
    • 2.1k views
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    • 401 Chaos
    • August 25, 2010

19. Severance Agreement

    By Guest Buzzman, August 9, 2010
    • 1 reply
    • 2.5k views
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    • SycamoreFan
    • September 23, 2010

20. Treat Grandfathered as Subject to 409A?

    By ERISA-Bubs, August 9, 2010
    • 0 replies
    • 1.1k views
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    • ERISA-Bubs
    • August 9, 2010

21. LTIP

    By Guest JM123, August 6, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 6, 2010

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

    By Guest Eric A, July 29, 2010
    • 1 reply
    • 1.8k views
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    • jpod
    • July 29, 2010

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

    By Randy Watson, July 19, 2010
    • 1 reply
    • 1.7k views
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    • My 2 cents
    • July 20, 2010

24. Change in Control

    By Guest JM123, July 14, 2010
    • 0 replies
    • 1k views
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    • Guest
    • July 14, 2010

25. Noncompete

    By Guest JMN, June 30, 2010
    • 0 replies
    • 1.4k views
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    • Guest
    • June 30, 2010

26. Change in Control as SROF

    By Guest JMN, June 28, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • June 28, 2010

27. Stock Interests - Grandfathered Valuation Rules

    By Christine Roberts, June 26, 2010
    • 1 reply
    • 1.2k views
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    • Christine Roberts
    • June 27, 2010

28. 409A and TARP Intersection (Collision)

    By 401 Chaos, June 25, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 29, 2010

29. Document failure corrections

    By Guest JMN, June 23, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 15, 2010

30. Redeferring Part of a Scheduled Payment

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

31. Change in Control payment term

    By Guest JMN, June 15, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 24, 2010

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

    By Guest steverino, June 14, 2010
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 15, 2010

33. Correcting SAR failures

    By Guest JMN, June 9, 2010
    • 1 reply
    • 1.3k views
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    • XTitan
    • June 10, 2010

34. Calculation of income inclusion

    By Guest JMN, June 7, 2010
    • 1 reply
    • 1.7k views
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    • panther
    • November 19, 2020

35. Correction under Notice 2008-113

    By Guest awea, June 3, 2010
    • 0 replies
    • 1.9k views
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    • Guest
    • June 3, 2010

36. Valuation of non-public stock

    By Guest JM123, May 26, 2010
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • May 31, 2010

37. change in control

    By Gudgergirl, May 14, 2010
    • 3 replies
    • 2k views
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    • Gudgergirl
    • May 17, 2010

38. Correction Needed if Exempt from 409A?

    By Guest kodle, May 12, 2010
    • 2 replies
    • 1.5k views
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    • Guest
    • May 25, 2010

39. 409A "Correction" Now that we are outside of Correction Notice Transition Period

    By Guest newtobenefits, May 12, 2010
    • 1 reply
    • 1.3k views
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    • XTitan
    • May 13, 2010

40. Subsequent Deferral and "Later of" Language

    By Christine Roberts, April 24, 2010
    • 3 replies
    • 2.9k views
    • 
    • XTitan
    • April 27, 2010

41. Delaying Payment Until End of LTD Eligibility

    By 401 Chaos, April 22, 2010
    • 0 replies
    • 1.1k views
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    • 401 Chaos
    • April 22, 2010

42. Timing of Plan Aggregation

    By Guest newtobenefits, April 20, 2010
    • 1 reply
    • 1.1k views
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    • XTitan
    • April 20, 2010

43. How are nonqual cash balance plans treated for plan aggregation purpose?

    By Guest newtobenefits, April 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • XTitan
    • April 20, 2010

44. revoking waiver of participation

    By t.haley, April 13, 2010
    • 0 replies
    • 1.3k views
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    • t.haley
    • April 13, 2010

45. Replacing 409A plans/substitution

    By Guest thefades, April 2, 2010
    • 1 reply
    • 3.8k views
    • 
    • 401 Chaos
    • April 29, 2010

46. Irrevocably Elect Not to Participate in the Plan

    By Madison71, April 1, 2010
    • 1 reply
    • 1.2k views
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    • Madison71
    • April 1, 2010

47. Missing Participant

    By Miner88, March 31, 2010
    • 4 replies
    • 1.9k views
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    • rcline46
    • May 24, 2010

48. Amending Change in Control Payouts Under 409A

    By 401 Chaos, March 27, 2010
    • 5 replies
    • 5.6k views
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    • 401 Chaos
    • April 5, 2010

49. 20% Federal Taxes -- Exception?

    By 415 Limit, March 23, 2010
    • 2 replies
    • 1.4k views
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    • XTitan
    • March 23, 2010

50. Good article on employer requirements upon 409A violation?

    By Guest BL333, March 18, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 18, 2010