409A Issues

666 topics in this forum

1. ISO 100k rule

   By Guest cookiek1, May 29, 2007
   • 1 reply
   • 2.4k views
   • 
   • jpod
   • May 29, 2007

2. ISO: Extended Expiration Date and Section 409A Consequence

   By Guest KingWilson, January 30, 2014
   • 0 replies
   • 3.1k views
   • 
   • Guest
   • January 30, 2014

3. Key Employee Bonus Election in Event of Termination

   By Guest DCdeferredcomp, January 12, 2012
   • 3 replies
   • 2k views
   • 
   • SycamoreFan
   • January 23, 2012

4. late distributions

   By Guest justbetmd, May 8, 2006
   • 2 replies
   • 2.1k views
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   • Guest
   • May 10, 2006

5. Late Distributions

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

6. Late Payment

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

7. Late Payment Following Death of Service Provider

   By kgr12, July 29, 2013
   • 0 replies
   • 3.4k views
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   • kgr12
   • July 29, 2013

8. Legally binding right

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

9. Legally Binding Right - Notice required to amend

   By JJRetirement, March 2, 2015
   • 2 replies
   • 1.3k views
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   • JJRetirement
   • March 2, 2015

10. Limits On Amount To Be Deferred

    By ERISA-Bubs, March 9, 2012
    • 2 replies
    • 1.4k views
    • 
    • ERISA-Bubs
    • March 12, 2012

11. Linkage to DB plan

    By Guest Mlehman, June 11, 2007
    • 6 replies
    • 2k views
    • 
    • Guest
    • June 15, 2007

12. Linked Plan Rules

    By ERISA-Bubs, May 18, 2016
    • 0 replies
    • 1.1k views
    • 
    • ERISA-Bubs
    • May 18, 2016

13. Linked Plans

    By Randy Watson, January 5, 2006
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • March 8, 2006

14. Loan Forgiveness and non-Employees

    By ERISA-Bubs, April 18, 2013
    • 0 replies
    • 4.3k views
    • 
    • ERISA-Bubs
    • April 18, 2013

15. Loan to Company

    By Chaz, December 11, 2007
    • 1 reply
    • 1.3k views
    • 
    • Steelerfan
    • December 17, 2007

16. Long-Term Bonus Plan - 409A Exempt vs. Non-Exempt

    By EBECatty, May 23, 2022
    • 0 replies
    • 672 views
    • 
    • EBECatty
    • May 23, 2022

17. LTIP

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

18. Lump Sum Threshold

    By Just Me, October 28, 2008
    • 2 replies
    • 1.4k views
    • 
    • Just Me
    • October 29, 2008

19. Lump-sum to 5 annual installments

    By austin3515, January 20, 2016
    • 3 replies
    • 1.1k views
    • 
    • XTitan
    • January 20, 2016

20. Maintaining Granfathered Status

    By Guest KLCarter, October 3, 2006
    • 3 replies
    • 2.6k views
    • 
    • Just Me
    • October 6, 2006

21. MetLife Deferred Comp Product from Late '90s

    By Christine Roberts, October 22, 2008
    • 2 replies
    • 1.6k views
    • 
    • Christine Roberts
    • October 22, 2008

22. Missed Deferral

    By ERISA-Bubs, February 23, 2012
    • 2 replies
    • 2.4k views
    • 
    • ERISA-Bubs
    • February 24, 2012

23. Missing Participant

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

24. Mistaken or Omitted Participation

    By ERISA-Bubs, November 22, 2011
    • 1 reply
    • 1.3k views
    • 
    • XTitan
    • November 22, 2011

25. Modifying Good Reason provisions

    By Guest Perseo, September 12, 2007
    • 10 replies
    • 4.6k views
    • 
    • Guest
    • October 18, 2007

26. Moving Expense Reimbursement subject to 409A?

    By J Simmons, February 26, 2008
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • March 6, 2008

27. Multi-Year Consulting Agreement

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

28. New NQDCP - Performance-based bonus deferral

    By Guest D.R. Jone, January 4, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 4, 2009

29. NEWS: Proposed Reg 1.409A-4 Released

    By Guest DKG, December 5, 2008
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • December 5, 2008

30. NJ State Tax on 409a contributions

    By Guest Fnata58, January 27, 2014
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • January 27, 2014

31. No 409A disclosure reporting for 2005

    By Guest George Chimento, December 8, 2005
    • 2 replies
    • 3.1k views
    • 
    • E as in ERISA
    • December 12, 2005

32. Non-account balance plan value in liquidation

    By EBECatty, November 30, 2022
    • 5 replies
    • 1.3k views
    • 
    • EBECatty
    • December 3, 2022

33. Non-Custodial TPA's

    By Guest John F. Balevic, February 12, 2008
    • 2 replies
    • 1.4k views
    • 
    • Jim Chad
    • February 19, 2008

34. Non-profit

    By cdavis25, March 9, 2017
    • 1 reply
    • 1.7k views
    • 
    • jpod
    • March 9, 2017

35. Noncompete

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

36. Noncompete clause

    By Guest hsbander, July 6, 2006
    • 7 replies
    • 4k views
    • 
    • Everett Moreland
    • October 3, 2006

37. Nonqualified deferred compensation plan with expiration date

    By mariemonroe, September 19, 2025
    • 2 replies
    • 2.2k views
    • 
    • EBECatty
    • September 23, 2025

38. Nonqualified plan assets as collateral for loan?

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

39. Nonqualified Plan Elective Deferral Amount

    By Atila, February 5, 2016   

    • Deferral
    • 409A
    • 4 replies
    • 3.2k views
    • 
    • Mark Whitelaw
    • February 8, 2016

40. Nonqualified plan with benefits reduced in case of future employment

    By Carol V. Calhoun, August 19, 2021
    • 6 replies
    • 1.1k views
    • 
    • EBECatty
    • August 30, 2021

41. Notice 2008-115 and Form 941

    By Ken Davis, December 17, 2012
    • 0 replies
    • 3.6k views
    • 
    • Ken Davis
    • December 17, 2012

42. Notice 2010-6

    By ERISA11, February 21, 2011
    • 1 reply
    • 2.2k views
    • 
    • NKOTB
    • March 29, 2012

43. Notice 2010-6

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

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

    By Guest usafa89, January 29, 2010
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • January 25, 2011

45. Notice 2010-6 notices

    By Guest MJ1, March 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 7, 2011

46. NQ Deferral election timing for a new hire sign-on bonus?

    By NQ Forever, April 8, 2025
    • 1 reply
    • 902 views
    • 
    • Artie M
    • April 9, 2025

47. NQ plan for a former employee

    By Guest erepper, April 13, 2009
    • 2 replies
    • 2k views
    • 
    • jpod
    • April 13, 2009

48. NQDC adopted in final 6 months of performance period

    By Guest mae.c, August 21, 2008
    • 1 reply
    • 1.4k views
    • 
    • XTitan
    • August 21, 2008

49. NQDC distributions

    By Guest Campaignman, March 27, 2009
    • 8 replies
    • 2.3k views
    • 
    • QDROphile
    • March 27, 2009

50. NQDC Wrap Plan - 401k to NQ is it possible?

    By Guest JArsl, July 24, 2007
    • 6 replies
    • 4.4k views
    • 
    • Steelerfan
    • September 7, 2007