409A Issues

665 topics in this forum

1. Specified Employees/Acquisition involving 2 Public Companies

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

2. Does amendment of a benefit formula violate 409A?

   By smm, April 24, 2009
   • 3 replies
   • 3.1k views
   • 
   • Guest
   • May 7, 2009

3. Phantom Stock Plan and "Service Recipient Stock"

   By Guest ccl, April 23, 2009
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • May 6, 2009

4. Grandfathered Plan: Material modification (operational failure)

   By Guest meeh3704, April 20, 2009
   • 2 replies
   • 3k views
   • 
   • jpod
   • April 21, 2009

5. Substantial Risk of Forfeiture If Employer Cannot Terminate Plan

   By Guest ElizabethERISA, April 16, 2009
   • 3 replies
   • 1.4k views
   • 
   • jpod
   • April 16, 2009

6. NQ plan for a former employee

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

7. Phantom Stock Plan

   By 401 Chaos, April 9, 2009
   • 5 replies
   • 5.3k views
   • 
   • 401 Chaos
   • April 15, 2009

8. Plan Terminations

   By jpod, April 2, 2009
   • 9 replies
   • 3.2k views
   • 
   • Guest
   • April 6, 2009

9. NQDC distributions

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

10. Change in Control Definition

    By Guest BWH, March 18, 2009
    • 4 replies
    • 6.3k views
    • 
    • Everett Moreland
    • March 18, 2009

11. 403(b) Plans

    By Guest SJW, March 13, 2009
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 13, 2009

12. Separation Pay and 401(a)(17) limits

    By Guest Mr. Kite, February 26, 2009
    • 1 reply
    • 2.2k views
    • 
    • QDROphile
    • February 27, 2009

13. payment to deceased employees wife

    By Janice F, February 25, 2009
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • February 26, 2009

14. 6 month delay for specified employees

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

15. Good Reason provisions -- clarifying amendment permissible?

    By Guest Mr. Kite, February 17, 2009
    • 1 reply
    • 2.1k views
    • 
    • henry pass
    • August 10, 2017

16. Separation Pay plan -- timing of amendment

    By Guest Mr. Kite, February 16, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 16, 2009

17. Short Term Deferral

    By Guest Buzzman, February 16, 2009
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • February 17, 2009

18. Different Separation Pay Amounts

    By Guest Mr. Kite, February 16, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 16, 2009

19. Stock Appreciation Right

    By jpod, February 12, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 16, 2009

20. Rabbi Trust

    By Randy Watson, February 11, 2009
    • 3 replies
    • 3.4k views
    • 
    • Ron Snyder
    • February 14, 2009

21. Document Failure Relief?

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

22. Participant Distribution - Reported on W-2 or 1099 Misc?

    By Alex Daisy, January 30, 2009
    • 12 replies
    • 24.5k views
    • 
    • XTitan
    • June 9, 2010

23. Plan Termination Amendment

    By Randy Watson, January 26, 2009
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • January 27, 2009

24. 409A Correction Program Question

    By Guest newtobenefits, January 21, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 6, 2009

25. Freezing deferrals

    By Guest Erisanubee, January 13, 2009
    • 3 replies
    • 2.3k views
    • 
    • QDROphile
    • February 13, 2009

26. Late Distributions

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

27. guaranteed exercise price of options?

    By Guest Mr. Kite, January 8, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 8, 2009

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. Grandfathered Amount - Deferrals Always Vested

    By Christine Roberts, December 30, 2008
    • 4 replies
    • 1.5k views
    • 
    • Christine Roberts
    • January 1, 2009

30. Responsibility to Amend Plan

    By Guest clfideler, December 24, 2008
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • December 26, 2008

31. Is it a Top Hat Plan or Excess Benefit Plan?

    By Alex Daisy, December 23, 2008
    • 2 replies
    • 3k views
    • 
    • J Simmons
    • December 23, 2008

32. Single Time and Form

    By KJohnson, December 23, 2008
    • 3 replies
    • 1.3k views
    • 
    • KJohnson
    • December 23, 2008

33. Performance Based Compensation

    By Guest mbw, December 22, 2008
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 22, 2008

34. Basic Severance Plan Exempt from 409A

    By 401 Chaos, December 22, 2008
    • 10 replies
    • 3k views
    • 
    • Guest
    • February 16, 2009

35. Deferral Election Change

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

36. Termination of Plan - Compliance with Final Regs

    By Guest Buzzman, December 18, 2008
    • 1 reply
    • 1.1k views
    • 
    • 401 Chaos
    • December 22, 2008

37. Cash-Out Rule

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

38. Transition Rules for Time and Form Elections

    By Guest CAG1, December 15, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 27, 2009

39. Put option on an option?

    By Guest Mr. Kite, December 11, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2008

40. Question on 409A Income Inclusion / Jan 2009

    By Guest MY7056, December 11, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2008

41. Retaining Discretion Over Early Retirement Benefits

    By 401 Chaos, December 10, 2008
    • 9 replies
    • 2.9k views
    • 
    • 401 Chaos
    • June 16, 2010

42. Pro-rated Bonus

    By Guest Mr. Kite, December 9, 2008
    • 1 reply
    • 1.4k views
    • 
    • Just Me
    • December 9, 2008

43. Alternative time, same form, different amount

    By Guest JeffG, December 7, 2008
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • December 8, 2008

44. NEWS: Proposed Reg 1.409A-4 Released

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

45. Reload Options under 409A

    By Guest Benefitsrock, December 4, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 4, 2008

46. Post 2005 plan terminates before 12/31/08 amendment deadline

    By Guest long, December 4, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 4, 2008

47. Change in Control

    By Guest Ssnola, December 3, 2008
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • December 3, 2008

48. Different Distribution Elections for Each Year

    By Guest cphcs, December 2, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • December 2, 2008

49. Revisiting Continuation of Health Benefits Following Termination

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

50. Distributions upon plan termination

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