409A Issues

586 topics in this forum

1. 409A: Going Concern

   By Guest awea, May 27, 2009
   • 7 replies
   • 2,686 views
   • 
   • XTitan
   • April 5

2. Consulting Agreement

   By ERISAgeek111, March 25
   • 3 replies
   • 132 views
   • 
   • ERISAgeek111
   • March 27

3. One Time/Form of Payment - Designated Beneficiary

   By EBECatty, March 20
   • 2 replies
   • 223 views
   • 
   • EBECatty
   • March 20

4. Failure to credit employer non-elective contribution

   By RWPHoenix, February 26
   • 13 replies
   • 317 views
   • 
   • XTitan
   • March 6

5. Can a SERP be rolled over into Phantom Stock?

   By kmhaab, January 11
   • 3 replies
   • 285 views
   • 
   • XTitan
   • January 15

6. 409A plan for former employees?

   By mariemonroe, November 7, 2018
   • 4 replies
   • 408 views
   • 
   • mariemonroe
   • November 9, 2018

7. 409A Exempt Stock Right?

   By EBECatty, October 10, 2018
   • 1 reply
   • 141 views
   • 
   • Luke Bailey
   • October 11, 2018

8. Reducing the required quantum of common ownership for a service recipient controlled group in the case of brother-sister companies

   By Luke Bailey, September 29, 2018   

   • 1.409a(h)(3)
   • 409a controlled group
   • 0 replies
   • 99 views
   • 
   • Luke Bailey
   • September 29, 2018

9. amend formula in NQDC Plan

   By mariemonroe, September 18, 2018
   • 5 replies
   • 236 views
   • 
   • XTitan
   • September 21, 2018

10. Accelerating Payments under Short Term Deferral Exception

    By HCE, September 18, 2018
    • 3 replies
    • 400 views
    • 
    • Luke Bailey
    • September 18, 2018

11. Can a NQDC Plan be spun off?

    By calexbraska, June 28, 2018
    • 6 replies
    • 781 views
    • 
    • Luke Bailey
    • July 6, 2018

12. Deferral Feature in Exempt Stock Right?

    By EBECatty, May 29, 2018
    • 4 replies
    • 395 views
    • 
    • EBECatty
    • May 30, 2018

13. Can rights under a NQDC plan be assignable to a Trust?

    By kmhaab, May 18, 2018   

    • 409a
    • assignable
    • (and 1 more)

      Tagged with:

      • 409a
      • assignable
      • nqdc
    • 7 replies
    • 658 views
    • 
    • TEL
    • May 22, 2018

14. Deferred Comp / Business Owners

    By austin3515, May 16, 2018
    • 12 replies
    • 453 views
    • 
    • austin3515
    • May 17, 2018

15. Can a Plan have a more restrictive (narrower) definition of Separation from Service?

    By calexbraska, April 26, 2018
    • 9 replies
    • 629 views
    • 
    • Luke Bailey
    • May 2, 2018

16. Can "unrelated" employers participate in the same 409A plan?

    By ERISA-Bubs, March 9, 2018
    • 9 replies
    • 737 views
    • 
    • calexbraska
    • April 26, 2018

17. Plan Continuation After Change in Control Payout

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

18. Bonus Payment - can Board have option to allow payment even if participant not entitled to it?

    By TaxLawyer1978, February 27, 2018
    • 9 replies
    • 566 views
    • 
    • gc@chimentowebb.com
    • March 3, 2018

19. Post Employment Consulting and Separation from Service

    By kgr12, January 25, 2018
    • 5 replies
    • 1,031 views
    • 
    • kgr12
    • February 1, 2018

20. Will similar awards in different years be aggregated?

    By ERISA-Bubs, November 20, 2017
    • 5 replies
    • 746 views
    • 
    • Luke Bailey
    • November 22, 2017

21. Walk-Away Rights in Employment Agreements

    By 401 Chaos, November 22, 2017
    • 2 replies
    • 409 views
    • 
    • XTitan
    • November 22, 2017

22. W2 for LTIP on Term EE

    By GeorgedelaF, September 21, 2017   

    • long term incentive plan
    • nonqualified deferred compensation
    • (and 2 more)

      Tagged with:

      • long term incentive plan
      • nonqualified deferred compensation
      • w2 reporting
      • box 12
    • 1 reply
    • 829 views
    • 
    • XTitan
    • September 21, 2017

23. Impermissible toggle?

    By Miner88, September 19, 2017   

    • change in control
    • toggle
    • (and 1 more)

      Tagged with:

      • change in control
      • toggle
      • 409a
    • 2 replies
    • 376 views
    • 
    • Miner88
    • September 19, 2017

24. Correction of Release Timing Language After Termination

    By 401 Chaos, August 31, 2017
    • 5 replies
    • 827 views
    • 
    • 401 Chaos
    • September 7, 2017

25. Good Reason provisions -- clarifying amendment permissible?

    By Guest Mr. Kite, February 17, 2009
    • 1 reply
    • 1,587 views
    • 
    • henry pass
    • August 10, 2017