Nonqualified Deferred Compensation

735 topics in this forum

1. Deferral of multi-year bonus arrangements

   By Guest jfsinger, January 4, 2005
   • 7 replies
   • 2.3k views
   • 
   • Guest
   • February 11, 2005

2. Acceleration of Vesting and Plan Termination Prior to 12/31/05

   By smm, January 3, 2005
   • 7 replies
   • 2.5k views
   • 
   • mbozek
   • February 10, 2005

3. NQDCP for HCE employees of a separate employer

   By rlb64, February 9, 2005
   • 0 replies
   • 1.3k views
   • 
   • rlb64
   • February 9, 2005

4. Game plan for DB NQPs in Light of The American Jobs Creation Act.

   By Guest cjk, February 3, 2005
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • February 7, 2005

5. Calculating Deferrals to a Defined Benefit Plan SERP?

   By Guest SCUDDESLER, February 3, 2005
   • 7 replies
   • 3.2k views
   • 
   • E as in ERISA
   • February 3, 2005

6. Vesting Acceleration/Change in Control

   By Guest DMK, February 2, 2005
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • February 3, 2005

7. Deferral Elections and DB-type SERPs

   By Guest SCUDDESLER, February 1, 2005
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • February 1, 2005

8. Grandfather and non-compete clauses

   By KJohnson, January 26, 2005
   • 9 replies
   • 3.6k views
   • 
   • mbozek
   • January 28, 2005

9. NQDCP FICA Taxation - Independent Contractor

   By Guest tompaul, January 26, 2005
   • 13 replies
   • 9k views
   • 
   • mbozek
   • January 27, 2005

10. 409A and NQDC deferrals that begin when 402(g) limit is hit on the 401(k) plan

    By Guest Bud, January 26, 2005
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • January 27, 2005

11. acceleration of death benefits

    By Guest George Chimento, January 26, 2005
    • 7 replies
    • 3.2k views
    • 
    • Kirk Maldonado
    • January 27, 2005

12. Modifying Opinion Letters for Tax Shelters

    By SoCalActuary, January 24, 2005
    • 8 replies
    • 2k views
    • 
    • E as in ERISA
    • January 26, 2005

13. New Grants of SARs under Pre-October 4, 2004 Program

    By Guest erisadoc, January 26, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 26, 2005

14. 409A and Frozen SERP

    By Guest AEA, January 21, 2005
    • 9 replies
    • 4k views
    • 
    • Guest
    • January 26, 2005

15. Multiple distribution benefit elections - lump sums or installments?

    By Guest jfsinger, January 20, 2005
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • January 24, 2005

16. transferring non-vested amounts to a new plan

    By Guest George Chimento, January 23, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 23, 2005

17. penalities under 409A

    By mbozek, January 21, 2005
    • 7 replies
    • 3k views
    • 
    • Everett Moreland
    • January 22, 2005

18. Non-qualified 401(k) Excess Plan

    By Guest Edward McElroy, January 18, 2005
    • 6 replies
    • 2.8k views
    • 
    • mbozek
    • January 20, 2005

19. Change in payment schedule under 409A - lump sum to installments

    By Guest jfsinger, January 15, 2005
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • January 19, 2005

20. Vesting queston on a change in control

    By smm, January 18, 2005
    • 3 replies
    • 1.3k views
    • 
    • JDuns
    • January 19, 2005

21. Re: 409A and Bonus Compensation

    By Guest jcarlos, January 14, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2005

22. Change in distribution method under 409A in a non-grandfathered plan

    By Guest jfsinger, January 13, 2005
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • January 13, 2005

23. 409A Guidance/JCEB Conference - Surprises?

    By TCWalker, December 21, 2004
    • 38 replies
    • 7.7k views
    • 
    • mbozek
    • January 12, 2005

24. NQ Plan Conferences and Seminars

    By Guest CitationSquirrel, January 12, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 12, 2005

25. Any transition relief for elections in the case of new (not amended) plans?

    By Guest cstrong, January 5, 2005
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • January 11, 2005

26. Indemnification under 409A?

    By ERISAatty, January 10, 2005
    • 4 replies
    • 3.9k views
    • 
    • E as in ERISA
    • January 11, 2005

27. NSO Gain Deferrals into DCP - OK under 409A?

    By Guest sjb, January 8, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 10, 2005

28. Under 409A: what if a distribution is made by error and a check/assets must then be redeposited.

    By Guest jcarlos, January 10, 2005
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • January 10, 2005

29. Can a Corporate NQ Plan Hold Real Estate?

    By Guest Jaym32, January 7, 2005
    • 3 replies
    • 1.4k views
    • 
    • TCWalker
    • January 8, 2005

30. New Section 409A: Grandfathering pre-2005 deferrals

    By Guest John Nelson, January 6, 2005
    • 5 replies
    • 4k views
    • 
    • Alf
    • January 8, 2005

31. "Rolling vesting" in 457(f) plans - eliminated by 409A?

    By Guest jfsinger, January 5, 2005
    • 10 replies
    • 3.9k views
    • 
    • E as in ERISA
    • January 6, 2005

32. Performance Bonus Paid by March 15

    By Christine Roberts, January 5, 2005
    • 4 replies
    • 2.3k views
    • 
    • E as in ERISA
    • January 6, 2005

33. Clarifications on Notice 2005-1

    By 401 Chaos, January 6, 2005
    • 0 replies
    • 1.2k views
    • 
    • 401 Chaos
    • January 6, 2005

34. Correction of Discounted Stock Options

    By 401 Chaos, December 29, 2004
    • 5 replies
    • 1.7k views
    • 
    • 401 Chaos
    • December 30, 2004

35. Anyone familiar with the "Dolgoff Plan"?

    By Guest smhjr, December 20, 2004
    • 6 replies
    • 5.8k views
    • 
    • david rigby
    • December 29, 2004

36. Split Dollar Insurance Article

    By waid10, December 22, 2004
    • 8 replies
    • 2k views
    • 
    • GBurns
    • December 28, 2004

37. Two 409A questions about Notice 2005-1

    By Everett Moreland, December 22, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 27, 2004

38. Q/A 10 Notice 2005-1 salary deferral statement and substantial owners

    By Guest cochenour, December 22, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 27, 2004

39. Contractual agreement to change Non-Qualifed arrangment?

    By ERISAatty, December 15, 2004
    • 6 replies
    • 1.9k views
    • 
    • ERISAatty
    • December 26, 2004

40. 409A Guidance Due Out Tomorrow, 12/17/04

    By TCWalker, December 16, 2004
    • 15 replies
    • 2.6k views
    • 
    • Harwood
    • December 21, 2004

41. Is the definition of "disability", as defined in AJCA, an option.

    By Guest Lisha, December 14, 2004
    • 1 reply
    • 1.3k views
    • 
    • ERISAatty
    • December 15, 2004

42. What is a cash-back deferral?

    By Guest jcarlos, December 15, 2004
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 15, 2004

43. Performance Bonus - But Paid Out by March 15

    By Christine Roberts, December 11, 2004
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 13, 2004

44. AJCA "Specified Employee" Determination

    By Guest benefitsdude6, December 2, 2004
    • 15 replies
    • 3.6k views
    • 
    • Just Me
    • December 7, 2004

45. Bonus Programs

    By Guest pcalore, December 6, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 6, 2004

46. AJCA, NQ, Whose death?

    By smm, December 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • smm
    • December 6, 2004

47. AJCA, NQs and Domestic Relations Orders

    By Guest Lisha, December 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • December 2, 2004

48. Can elective deferrals into a deferrred comp plan be terminated mid-year?

    By Guest FAQ, November 18, 2004
    • 7 replies
    • 2.7k views
    • 
    • Alf
    • November 23, 2004

49. What is an interim distribution?

    By Guest jcarlos, November 9, 2004
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 10, 2004

50. Deferral of stock option gains

    By Guest jfsinger, November 4, 2004
    • 10 replies
    • 2k views
    • 
    • mbozek
    • November 8, 2004