409A Issues

666 topics in this forum

1. Cacluations - spreadsheet?

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

2. Correction under Notice 2008-113

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

3. Severance

   By Guest jmc51, September 29, 2007
   • 8 replies
   • 1.9k views
   • 
   • Steelerfan
   • October 4, 2007

4. Missing Participant

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

5. Help on misdated discounted option subject to 409A

   By Guest okok2k@yahoo.com.cn, October 21, 2007
   • 3 replies
   • 1.9k views
   • 
   • Steelerfan
   • October 23, 2007

6. 409A Operational Violation

   By Chaz, March 30, 2012
   • 1 reply
   • 1.9k views
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   • QDROphile
   • March 30, 2012

7. Time and Form of Payment

   By Guest gaham, September 4, 2008
   • 3 replies
   • 1.9k views
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   • Guest
   • December 15, 2008

8. Revisiting Continuation of Health Benefits Following Termination

   By 401 Chaos, November 25, 2008
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • December 3, 2008

9. Acceleration of Payment

   By Randy Watson, January 4, 2007
   • 2 replies
   • 1.9k views
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   • Randy Watson
   • January 12, 2007

10. Acceleration - Bona Fide Dispute

    By Guest JeffG, May 31, 2008
    • 0 replies
    • 1.9k views
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    • Guest
    • May 31, 2008

11. 409A

    By Guest lvegas, November 14, 2008
    • 5 replies
    • 1.9k views
    • 
    • QDROphile
    • November 18, 2008

12. Walk-Away Rights in Employment Agreements

    By 401 Chaos, November 22, 2017
    • 2 replies
    • 1.9k views
    • 
    • XTitan
    • November 22, 2017

13. Acceleration upon Termination of Plan

    By ERISA-Bubs, March 17, 2012
    • 2 replies
    • 1.9k views
    • 
    • ERISA-Bubs
    • March 20, 2012

14. 457(f) salary deferral -- what to do?

    By Guest ecleverdon, May 10, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 12, 2007

15. distributions upon death

    By Guest cjt, June 15, 2006
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 16, 2006

16. Changing installment payment election

    By Locust, July 11, 2007
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • July 11, 2007

17. acceleration of vesting/payment

    By Moosen14, December 6, 2023   

    • 409a
    • 409aseparation from service
    • (and 1 more)

      Tagged with:

      • 409a
      • 409aseparation from service
      • 409a; one time and form
    • 2 replies
    • 1.9k views
    • 
    • ERISA-Bubs
    • December 7, 2023

18. Plan Termination Amendment

    By Randy Watson, January 26, 2009
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • January 27, 2009

19. Cash-Out Rule

    By jpod, December 18, 2008
    • 0 replies
    • 1.8k views
    • 
    • jpod
    • December 18, 2008

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

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

21. Correction Program

    By Guest segal, October 28, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 3, 2009

22. severance and specified employee compensation

    By gc@chimentowebb.com, September 21, 2020
    • 11 replies
    • 1.8k views
    • 
    • gc@chimentowebb.com
    • September 25, 2020

23. Nonqualified plan assets as collateral for loan?

    By dv13, June 21, 2016
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • June 21, 2016

24. Eliminating Voluntary Termination

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

25. separation from service

    By Guest JBauer, April 2, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 2, 2007

26. Election in First Year of Eligibility

    By Miner88, November 5, 2008
    • 5 replies
    • 1.8k views
    • 
    • Just Me
    • November 12, 2008

27. Hopeless?

    By Randy Watson, January 27, 2010
    • 4 replies
    • 1.8k views
    • 
    • jpod
    • March 11, 2010

28. Effective Date as 01/01/05

    By Guest Guy Incognito, February 28, 2008
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 29, 2008

29. 415/401(a)(17) Excess Plan Payout Date

    By Guest Patrick Foley, March 9, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 17, 2007

30. Unsigned NQDC Plan Document

    By Christine Roberts, February 10, 2010
    • 2 replies
    • 1.8k views
    • 
    • XTitan
    • February 11, 2010

31. Anti-Acceleration Rule

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

32. Late Distributions

    By Guest Mr. Kite, January 9, 2009
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 9, 2009

33. 409A

    By Guest RJW, September 9, 2008
    • 4 replies
    • 1.8k views
    • 
    • Chaz
    • September 11, 2008

34. Failure to Bring Arrangement into Compliance

    By Guest PBJ, April 2, 2008
    • 3 replies
    • 1.8k views
    • 
    • Steelerfan
    • April 3, 2008

35. Spec ified Employees

    By Guest ERISAQUEEN, October 27, 2006
    • 2 replies
    • 1.8k views
    • 
    • Just Me
    • October 27, 2006

36. Separation Pay: Good Reason Safe Harbors

    By Randy Watson, April 18, 2007
    • 2 replies
    • 1.8k views
    • 
    • Just Me
    • April 20, 2007

37. Treatment of Deferral Elections After Plan Termination

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

38. Cash Balance in a restoration plan

    By Guest Spock, October 21, 2009
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • October 26, 2009

39. 409A Alternate Payment Amounts

    By EBECatty, September 25, 2020
    • 8 replies
    • 1.8k views
    • 
    • FORMER ESQ.
    • October 12, 2020

40. Multi-Year Consulting Agreement

    By Christine Roberts, September 23, 2011
    • 0 replies
    • 1.8k views
    • 
    • Christine Roberts
    • September 23, 2011

41. Severance Pay - Accrued but unused sick leave

    By benpat3, July 2, 2008
    • 2 replies
    • 1.8k views
    • 
    • benpat3
    • July 2, 2008

42. Deferral Election Change

    By Randy Watson, December 18, 2008
    • 2 replies
    • 1.8k views
    • 
    • GBurns
    • December 18, 2008

43. Late Payment

    By Guest Inquiring Mind, March 4, 2010
    • 1 reply
    • 1.8k views
    • 
    • XTitan
    • March 5, 2010

44. Retroactive Amendments

    By ERISA-Bubs, January 23, 2012
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • January 24, 2012

45. Correction of Release Timing Language After Termination

    By 401 Chaos, August 31, 2017
    • 5 replies
    • 1.7k views
    • 
    • 401 Chaos
    • September 7, 2017

46. 6 month delay for specified employees

    By Guest CAG1, February 18, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2009

47. Distributions upon plan termination

    By Guest SBosworth, November 21, 2008
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • November 21, 2008

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

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

49. defined benefit wrap plan

    By Guest Blade, March 20, 2007
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 20, 2007

50. When do RSUs count?

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