Nonqualified Deferred Compensation

734 topics in this forum

1. Nonqualified Plan for a Non-Service Provider.

   By ERISA-Bubs, June 28, 2024
   • 7 replies
   • 960 views
   • 
   • Griswold
   • July 2, 2024

2. Lowering Normal Retirement Age

   By khn, November 19, 2018
   • 2 replies
   • 960 views
   • 
   • XTitan
   • November 21, 2018

3. Reporting of previously taxed 457(f) distributions

   By EBECatty, April 1, 2019
   • 1 reply
   • 959 views
   • 
   • jpod
   • April 1, 2019

4. Alternatives to NQDC lump sum distribution?

   By wask2, January 11
   • 4 replies
   • 945 views
   • 
   • Artie M
   • January 14

5. 280g Gross Up Calculations

   By kmhaab, May 18, 2017   

   • 280g
   • gross up
   • (and 1 more)

     Tagged with:

     • 280g
     • gross up
     • executive compensation
   • 2 replies
   • 933 views
   • 
   • kmhaab
   • May 19, 2017

6. Company Stock Transaction Fees

   By Guest TaraD, July 7, 2003
   • 0 replies
   • 931 views
   • 
   • Guest
   • July 7, 2003

7. Correction of Underpayments

   By ERISA-Bubs, May 2, 2024
   • 2 replies
   • 912 views
   • 
   • XTitan
   • May 22, 2024

8. Tax reporting for Independent Contractor NQDC.

   By ERISA-Bubs, July 8, 2024
   • 0 replies
   • 899 views
   • 
   • ERISA-Bubs
   • July 8, 2024

9. Mechanics of NQDC Distribution

   By JProehl, January 19, 2023
   • 3 replies
   • 888 views
   • 
   • JProehl
   • January 19, 2023

10. Substantial Risk of Forfeiture

    By david rigby, December 27, 2023
    • 1 reply
    • 864 views
    • 
    • austin3515
    • December 27, 2023

11. Any limits on percentage of participants?

    By Belgarath, September 11, 2018
    • 5 replies
    • 853 views
    • 
    • XTitan
    • September 12, 2018

12. NQ plan distribution - use for qualified plan

    By Santo Gold, February 1, 2024
    • 2 replies
    • 839 views
    • 
    • david rigby
    • February 1, 2024

13. NQDC Plan - recommended disclosures? (web/statements)

    By JA, March 18, 2024
    • 3 replies
    • 837 views
    • 
    • Luke Bailey
    • March 18, 2024

14. 83(b) Election Across Calendar Year

    By EBECatty, January 25, 2022
    • 2 replies
    • 826 views
    • 
    • EBECatty
    • January 27, 2022

15. NQDC and Securities / Blue Sky laws

    By HCE, July 11, 2024
    • 2 replies
    • 806 views
    • 
    • Peter Gulia
    • July 11, 2024

16. NQDC to a non-Service Provider

    By ERISA-Bubs, June 18, 2019
    • 2 replies
    • 789 views
    • 
    • jpod
    • June 19, 2019

17. Top Hat Plan Restatement - DOL Filing Required?

    By MaryJ, July 16, 2024   

    • erisa
    • top hat
    • 2 replies
    • 775 views
    • 
    • HCE
    • July 18, 2024

18. postponement election by a specified employee

    By gc@chimentowebb.com, October 12, 2020
    • 2 replies
    • 770 views
    • 
    • Luke Bailey
    • October 12, 2020

19. Can a company offer non qualified deferred compensation to a non-service provider?

    By ERISA-Bubs, September 11, 2018
    • 3 replies
    • 768 views
    • 
    • jpod
    • September 11, 2018

20. State Taxation

    By HCE, December 12, 2024
    • 1 reply
    • 766 views
    • 
    • Peter Gulia
    • December 12, 2024

21. Top Hat DFVCP submission

    By DCPensionGal, March 31, 2022
    • 1 reply
    • 730 views
    • 
    • Luke Bailey
    • April 20, 2022

22. Profits Interests and Non-Service Providers

    By HCE, April 1
    • 1 reply
    • 723 views
    • 
    • EBECatty
    • April 2

23. SEC Clawback Regs (As Published In the Federal Register)

    By rocknrolls2, November 27, 2022
    • 0 replies
    • 717 views
    • 
    • rocknrolls2
    • November 27, 2022

24. Stock Appreciation Rights and "Feature to Defer"

    By ERISA-Bubs, May 27, 2022
    • 1 reply
    • 687 views
    • 
    • Luke Bailey
    • May 27, 2022

25. 457(f) plans - updating documents

    By Belgarath, September 19, 2017
    • 2 replies
    • 685 views
    • 
    • Belgarath
    • September 19, 2017

26. Interpretation of CIC provision

    By kmhaab, December 30, 2020
    • 2 replies
    • 677 views
    • 
    • Bob the Swimmer
    • December 31, 2020

27. Early Retirement Window in Pension linked to a Nonqualified Plan

    By ERISA-Bubs, September 17, 2018
    • 1 reply
    • 676 views
    • 
    • XTitan
    • September 18, 2018

28. Is there a reliable document out there for sale?

    By mariemonroe, May 3, 2021
    • 2 replies
    • 669 views
    • 
    • mariemonroe
    • May 3, 2021

29. Record retention requirements for terminated clients with respect to NQDC?

    By dv13, January 21, 2019   

    • record retention
    • terminated clients
    • 0 replies
    • 659 views
    • 
    • dv13
    • January 21, 2019

30. W2 with Church Wages and Rabbi Trust Reported in Box 11

    By AC4061, January 25, 2022   

    • clergy
    • rabbi trust
    • (and 3 more)

      Tagged with:

      • clergy
      • rabbi trust
      • distribution
      • housing allowance
      • retired
    • 0 replies
    • 659 views
    • 
    • AC4061
    • January 25, 2022

31. Permissible Haircut under Terminating Plan?

    By Plan Doc, December 6, 2021
    • 0 replies
    • 626 views
    • 
    • Plan Doc
    • December 6, 2021

32. Termination and Liquidation of Non-Account Balance (Defined Benefit) NQDC Plan

    By HCE, May 5, 2022
    • 1 reply
    • 603 views
    • 
    • CuseFan
    • May 5, 2022

33. Tax Exempt 457 (b) plan non-government non-qualified

    By Charlie, December 2, 2024
    • 2 replies
    • 542 views
    • 
    • fmsinc
    • December 2, 2024

34. FICA Special Timing Lag Method Interest Calculation and Reporting

    By JProehl, October 29
    • 1 reply
    • 133 views
    • 
    • Artie M
    • October 29
35. How long must plan sponsor keep unforeseeable emergency distribution documentation?

    Topic was moved to forum 401(k) Plans