409A Issues

664 topics in this forum

1. Late Payment

   By Guest Inquiring Mind, March 4, 2010
   • 1 reply
   • 1.7k views
   • 
   • XTitan
   • March 5, 2010

2. Parachute Payment Withholding Requirements

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

3. Stock Purchase Program

   By jpod, February 23, 2010
   • 0 replies
   • 983 views
   • 
   • jpod
   • February 23, 2010

4. Unsigned NQDC Plan Document

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

5. cancellation of prior deferrals (surrender)

   By Guest Richard Tennenbaum, February 9, 2010
   • 4 replies
   • 1.4k views
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   • QDROphile
   • February 9, 2010

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

   By Guest usafa89, January 29, 2010
   • 4 replies
   • 2.6k views
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   • Guest
   • January 25, 2011

7. Hopeless?

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

8. Amending 457(f) Plan

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

9. ADP and ACP Testing

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

10. W2 reportiing

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

11. Cashout after BCD

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

12. Short term deferrals

    By Guest JMN, January 14, 2010
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • January 15, 2010

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

    By 401 Chaos, January 12, 2010
    • 2 replies
    • 3.3k views
    • 
    • 401 Chaos
    • April 29, 2010

14. Change of Control

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

15. Plan Termination and Intentional 409A Failure

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

16. Subject to 409A?

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

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

    By 401 Chaos, December 23, 2009
    • 9 replies
    • 3k views
    • 
    • Just Me
    • December 30, 2009

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

    By Guest Tauriffic, December 16, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 22, 2010

19. Constructive Receipt

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

20. TARP and 409A

    By david rigby, December 11, 2009
    • 0 replies
    • 1.3k views
    • 
    • david rigby
    • December 11, 2009

21. Definition of "applicable covered employee"

    By Guest W Waldan Lloyd, November 17, 2009
    • 2 replies
    • 2.9k views
    • 
    • Ron Snyder
    • November 18, 2009

22. Below Market Options

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

23. Failure to Properly Terminate Deferred Comp Plan in 2005

    By 401 Chaos, November 13, 2009
    • 2 replies
    • 1.5k views
    • 
    • 401 Chaos
    • November 13, 2009

24. Acceleration--Limited Cashouts

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

25. 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

26. Correction Program

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

27. Cash Balance in a restoration plan

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

28. NQDCP for Salary Deferrals Only

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

29. Good Reason and SRF

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

30. Severance and CIC

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

31. Severance

    By Guest aaronk, October 19, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 19, 2009

32. 409A Manual/Practice Guide

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

33. Payment date

    By ERISA25, September 17, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 14, 2009

34. 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

35. What does "separation pay" include

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

36. Correction: Failure to Distribute

    By Randy Watson, July 30, 2009
    • 3 replies
    • 2.3k views
    • 
    • XTitan
    • November 3, 2009

37. Employer Payment of Penalties

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

38. Federal Underpayment Interest Rate

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

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

    By smm, July 15, 2009
    • 0 replies
    • 1.2k views
    • 
    • smm
    • July 15, 2009

40. IPO -- Change in Control

    By Guest ppw, July 2, 2009
    • 0 replies
    • 3.5k views
    • 
    • Guest
    • July 2, 2009

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

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

42. Delaying Vesting on Restricted Stock--Does 409A Apply

    By 401 Chaos, June 25, 2009
    • 0 replies
    • 2.9k views
    • 
    • 401 Chaos
    • June 25, 2009

43. Retention payment

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

44. Legally binding right

    By Ken Davis, June 24, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • June 24, 2009

45. Change in Control Payment Subject to a SRF?

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

46. Requirement that payments begin at age 55 (regardless of separation age)?

    By ERISAatty, June 3, 2009
    • 2 replies
    • 1.3k views
    • 
    • J Simmons
    • June 6, 2009

47. Amendment to delay time of payment

    By Guest long, May 28, 2009
    • 4 replies
    • 2.2k views
    • 
    • J Simmons
    • June 8, 2009

48. 409A: Going Concern

    By Guest awea, May 27, 2009
    • 7 replies
    • 3.8k views
    • 
    • XTitan
    • April 5, 2019

49. Correction of Discounted Stock Options

    By 401 Chaos, April 29, 2009
    • 5 replies
    • 5.1k views
    • 
    • 401 Chaos
    • April 30, 2009

50. Specified Employees/Acquisition involving 2 Public Companies

    By JRG, April 28, 2009
    • 0 replies
    • 1.2k views
    • 
    • JRG
    • April 28, 2009