409A Issues

666 topics in this forum

1. Timing of Plan Aggregation

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

2. 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

3. revoking waiver of participation

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

4. Amending Change in Control Payouts Under 409A

   By 401 Chaos, March 27, 2010
   • 5 replies
   • 5.7k views
   • 
   • 401 Chaos
   • April 5, 2010

5. Irrevocably Elect Not to Participate in the Plan

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

6. 20% Federal Taxes -- Exception?

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

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

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

8. Hopeless?

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

9. Golden Parachute Rules

   By ERISA25, March 11, 2010
   • 0 replies
   • 1.2k views
   • 
   • ERISA25
   • March 11, 2010

10. Late Payment

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

11. Parachute Payment Withholding Requirements

    By ERISA25, March 1, 2010
    • 0 replies
    • 1.3k views
    • 
    • ERISA25
    • March 1, 2010

12. Stock Purchase Program

    By jpod, February 23, 2010
    • 0 replies
    • 1k views
    • 
    • jpod
    • February 23, 2010

13. Unsigned NQDC Plan Document

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

14. cancellation of prior deferrals (surrender)

    By Guest Richard Tennenbaum, February 9, 2010
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • February 9, 2010

15. Amending 457(f) Plan

    By Guest jdsmith, January 27, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 27, 2010

16. ADP and ACP Testing

    By KevinMc, January 25, 2010
    • 2 replies
    • 1.6k views
    • 
    • KevinMc
    • January 25, 2010

17. Below Market Options

    By Guest aaronk, November 16, 2009
    • 2 replies
    • 1.6k views
    • 
    • XTitan
    • January 25, 2010

18. W2 reportiing

    By cripp12, January 22, 2010
    • 5 replies
    • 2.1k views
    • 
    • XTitan
    • January 25, 2010

19. Cashout after BCD

    By Guest Spock, January 21, 2010
    • 1 reply
    • 1.4k views
    • 
    • XTitan
    • January 21, 2010

20. Short term deferrals

    By Guest JMN, January 14, 2010
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • January 15, 2010

21. Change of Control

    By jpod, January 7, 2010
    • 1 reply
    • 2.7k views
    • 
    • Everett Moreland
    • January 7, 2010

22. Document Failure Relief?

    By J Simmons, February 5, 2009
    • 13 replies
    • 3.7k views
    • 
    • Guest
    • January 5, 2010

23. Plan Termination and Intentional 409A Failure

    By kgr12, January 5, 2010
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • January 5, 2010

24. Subject to 409A?

    By Guest Salvador A Mander, January 5, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 5, 2010

25. Differnt Distribution Schedule for Voluntary vs. Involuntary Terminations?

    By 401 Chaos, December 23, 2009
    • 9 replies
    • 3.1k views
    • 
    • Just Me
    • December 30, 2009

26. Constructive Receipt

    By Guest Salvador A Mander, December 15, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 15, 2009

27. Employer Contribution Amount

    By Guest Buzzman, September 16, 2008
    • 12 replies
    • 4.6k views
    • 
    • Guest
    • December 14, 2009

28. TARP and 409A

    By david rigby, December 11, 2009
    • 0 replies
    • 1.4k views
    • 
    • david rigby
    • December 11, 2009

29. Correction Program

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

30. Definition of "applicable covered employee"

    By Guest W Waldan Lloyd, November 17, 2009
    • 2 replies
    • 3k views
    • 
    • Ron Snyder
    • November 18, 2009

31. Failure to Properly Terminate Deferred Comp Plan in 2005

    By 401 Chaos, November 13, 2009
    • 2 replies
    • 1.6k views
    • 
    • 401 Chaos
    • November 13, 2009

32. Acceleration--Limited Cashouts

    By Randy Watson, November 10, 2009
    • 1 reply
    • 2.6k views
    • 
    • XTitan
    • November 10, 2009

33. Ability to Amend Compliant Severance Terms in Employment Agreement

    By 401 Chaos, November 9, 2009
    • 2 replies
    • 1.4k views
    • 
    • 401 Chaos
    • November 10, 2009

34. Correction: Failure to Distribute

    By Randy Watson, July 30, 2009
    • 3 replies
    • 2.4k views
    • 
    • XTitan
    • November 3, 2009

35. Cash Balance in a restoration plan

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

36. NQDCP for Salary Deferrals Only

    By Guest emcelroy, October 21, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 21, 2009

37. Good Reason and SRF

    By Guest aaronk, October 20, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 20, 2009

38. Severance and CIC

    By Guest aaronk, October 19, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 19, 2009

39. Severance

    By Guest aaronk, October 19, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 19, 2009

40. Payment date

    By ERISA25, September 17, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 14, 2009

41. 409A Manual/Practice Guide

    By Christine Roberts, October 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • October 12, 2009

42. What all is counted for purposes of the 6-Month Delay Rule

    By 401 Chaos, August 26, 2009
    • 0 replies
    • 1.4k views
    • 
    • 401 Chaos
    • August 26, 2009

43. What does "separation pay" include

    By britoski, August 24, 2009
    • 3 replies
    • 1.6k views
    • 
    • 401 Chaos
    • August 26, 2009

44. Employer Payment of Penalties

    By Guest KS-457, July 27, 2009
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 20, 2009

45. Federal Underpayment Interest Rate

    By Guest meeh3704, July 24, 2009
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • July 24, 2009

46. Calculation of Grandfathered Amt. in a Non-AB Plan

    By smm, July 15, 2009
    • 0 replies
    • 1.3k views
    • 
    • smm
    • July 15, 2009

47. Retention payment

    By Ken Davis, June 24, 2009
    • 3 replies
    • 1.6k views
    • 
    • jpod
    • July 6, 2009

48. IPO -- Change in Control

    By Guest ppw, July 2, 2009
    • 0 replies
    • 3.6k views
    • 
    • Guest
    • July 2, 2009

49. Sale of Disregarded Entity - "Separation from Service"?

    By WestCoast, July 2, 2009
    • 0 replies
    • 2.5k views
    • 
    • WestCoast
    • July 2, 2009

50. Change in Control Payment Subject to a SRF?

    By Guest mbw, June 18, 2009
    • 2 replies
    • 2k views
    • 
    • Chaz
    • June 26, 2009