409A Issues

664 topics in this forum

1. One Time One Form of Payment Rule

   By Guest mbw, October 24, 2007
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • October 24, 2007

2. One Time/Form of Payment - Designated Beneficiary

   By EBECatty, March 20, 2019
   • 2 replies
   • 1k views
   • 
   • EBECatty
   • March 20, 2019

3. Option Exercise Price

   By EBECatty, February 8, 2022
   • 3 replies
   • 849 views
   • 
   • Luke Bailey
   • February 9, 2022

4. Option Exercise Timing - different from Payment Timing right?

   By ERISAatty, November 8, 2011
   • 0 replies
   • 1.5k views
   • 
   • ERISAatty
   • November 8, 2011

5. Option repricing

   By Guest ToddieBear, April 9, 2007
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • April 11, 2007

6. options on preferred stock

   By Guest JTK, November 6, 2007
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • November 6, 2007

7. Parachute Payment Withholding Requirements

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

8. Partial Plan Termination and liquidation allowed?

   By JennFC, November 11, 2019
   • 1 reply
   • 985 views
   • 
   • XTitan
   • November 11, 2019

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

   By Alex Daisy, January 30, 2009
   • 12 replies
   • 24.3k views
   • 
   • XTitan
   • June 9, 2010

10. Participant Inadvertently Deferred More Comp Than Available

    By Eric Taylor, January 20, 2017
    • 1 reply
    • 1.1k views
    • 
    • RussMorgan
    • February 10, 2017

11. Paying FICA

    By ERISA-Bubs, March 1, 2016
    • 5 replies
    • 1.7k views
    • 
    • jpod
    • March 2, 2016

12. Payment Amount Based on Appraised Value of Company

    By Jeff Kirtner, November 16, 2022
    • 5 replies
    • 966 views
    • 
    • Luke Bailey
    • November 18, 2022

13. Payment date

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

14. Payment Delays

    By ERISA-Bubs, June 14, 2016
    • 0 replies
    • 947 views
    • 
    • ERISA-Bubs
    • June 14, 2016

15. Payment Modifications

    By Guest IHC, October 30, 2014
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 30, 2014

16. Payment of benefits upon death - tie to life insurance?

    By Guest Seg, July 7, 2007
    • 8 replies
    • 3.8k views
    • 
    • Don Levit
    • July 16, 2007

17. payment question

    By mariemonroe, December 11, 2020
    • 10 replies
    • 2k views
    • 
    • Peenionved
    • February 24

18. payment to deceased employees wife

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

19. Payment trigger change.

    By ERISA-Bubs, June 13, 2016
    • 0 replies
    • 871 views
    • 
    • ERISA-Bubs
    • June 13, 2016

20. Payment Upon Involuntary Termination For Any Reason

    By Chaz, September 12, 2007
    • 27 replies
    • 7.9k views
    • 
    • Steelerfan
    • October 10, 2007

21. Payment within a Given Year or a Given 90-Day Period

    By Yesrod5, January 11, 2014
    • 1 reply
    • 3.5k views
    • 
    • SycamoreFan
    • May 21, 2014

22. Performance Based Compensation

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

23. Performance criteria changes

    By Guest scuba80, May 23, 2011
    • 2 replies
    • 1.4k views
    • 
    • Floridaattorney
    • October 9, 2015

24. Performance-Based Compensation

    By ERISA-Bubs, June 10, 2024
    • 2 replies
    • 1.1k views
    • 
    • ERISA-Bubs
    • June 10, 2024

25. Permissible payment event

    By mariemonroe, October 14, 2015
    • 6 replies
    • 2.1k views
    • 
    • 401 Chaos
    • December 17, 2015

26. Phantom Carry Plan Design

    By Blackbirch, September 30, 2013   

    • 409A
    • Private Equity
    • (and 1 more)

      Tagged with:

      • 409A
      • Private Equity
      • Phantom Carry
    • 6 replies
    • 9.4k views
    • 
    • Blackbirch
    • October 3, 2014

27. Phantom Equity Plan for LLC

    By Guest aaronk, October 13, 2010
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • October 13, 2010

28. Phantom SARs Under 409A

    By 401 Chaos, June 10, 2011
    • 0 replies
    • 1.6k views
    • 
    • 401 Chaos
    • June 10, 2011

29. Phantom Stock Plan

    By 401 Chaos, April 9, 2009
    • 5 replies
    • 5.2k views
    • 
    • 401 Chaos
    • April 15, 2009

30. Phantom Stock Plan and "Service Recipient Stock"

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

31. Pink Sheet Company

    By jpod, March 14, 2012
    • 1 reply
    • 2k views
    • 
    • JanetM
    • March 19, 2012

32. Plan Aggregation

    By Guest jmb0110, June 14, 2007
    • 9 replies
    • 3.3k views
    • 
    • Steelerfan
    • August 28, 2007

33. Plan Aggregation Rules of 1.409A-1(c)

    By David Olive, June 30, 2021
    • 0 replies
    • 568 views
    • 
    • David Olive
    • June 30, 2021

34. Plan Aggregation: What Category for Voluntary Separation Pay Plans

    By Guest BRich, June 5, 2007
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 7, 2007

35. Plan Amendment changes eligible employees

    By Guest TaxedToDeath, November 28, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 28, 2011

36. Plan Amendment to Add Aggregate Cap to Benefits Paid to Multiple Recipients

    By Guest Tudor Fever, July 11, 2012
    • 2 replies
    • 67.3k views
    • 
    • Guest
    • July 11, 2012

37. Plan Amendment to Change Default Form of Payment

    By Cowgirl83, September 21, 2022
    • 1 reply
    • 733 views
    • 
    • CuseFan
    • September 22, 2022

38. Plan Amendment to Change Time and Form of Payment

    By Guest rjohnson, June 21, 2011
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • July 22, 2011

39. Plan Continuation After Change in Control Payout

    By EBECatty, March 19, 2018
    • 7 replies
    • 2.4k views
    • 
    • Louis Richey
    • March 20, 2018

40. Plan Document

    By PFranckowiak, May 14, 2012
    • 2 replies
    • 3k views
    • 
    • Peanut Butter Man
    • June 6, 2012

41. Plan obligation to allow distribution election changes per 409A

    By Guest strap hanger, August 31, 2006
    • 4 replies
    • 2.3k views
    • 
    • namealreadyinuse
    • September 6, 2006

42. Plan Sponsor solvency as Substantial Risk of Forfeiture

    By waid10, July 7, 2016
    • 10 replies
    • 2.1k views
    • 
    • Louis Richey
    • August 2, 2016

43. Plan termination

    By Guest 2013Martignette, April 25, 2013   

    • 409A
    • Plan terminations
    • 2 replies
    • 5.2k views
    • 
    • jpod
    • June 28, 2013

44. Plan Termination -

    By Gudgergirl, May 25, 2012
    • 0 replies
    • 2.7k views
    • 
    • Gudgergirl
    • May 25, 2012

45. Plan Termination Amendment

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

46. Plan Termination and Intentional 409A Failure

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

47. Plan Terminations

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

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

    By Guest long, December 4, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 4, 2008

49. Post Employment Consulting and Separation from Service

    By kgr12, January 25, 2018
    • 5 replies
    • 3.5k views
    • 
    • kgr12
    • February 1, 2018

50. Post-Employment Welfare Benefit Continuation

    By rocknrolls2, June 27, 2007
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • June 27, 2007