409A Issues

611 topics in this forum

1. Change Non-Account Balance to Account Balance

   By EBECatty, April 7
   • 4 replies
   • 170 views
   • 
   • Luke Bailey
   • April 9

2. Termination of Phantom Stock- No Payout

   By chibenefits, April 8
   • 2 replies
   • 58 views
   • 
   • Luke Bailey
   • April 9

3. Freezing employer SERP contributions mid-year

   By gc@chimentowebb.com, January 20
   • 3 replies
   • 116 views
   • 
   • XTitan
   • February 3

4. Year of Failure - Vesting Date or Payment Date?

   By kmhaab, December 14, 2020
   • 4 replies
   • 529 views
   • 
   • gc@chimentowebb.com
   • December 20, 2020

5. Stock Appreciation Rights under Earn-out buyout

   By RockyMountain, December 14, 2020   

   • sars
   • phantom stock
   • (and 2 more)

     Tagged with:

     • sars
     • phantom stock
     • asset purchase
     • earn-out buyout
   • 3 replies
   • 101 views
   • 
   • RockyMountain
   • December 16, 2020

6. payment question

   By mariemonroe, December 11, 2020
   • 9 replies
   • 208 views
   • 
   • Luke Bailey
   • December 16, 2020

7. "Become a party to sale agreement" as payment trigger?

   By kmhaab, December 11, 2020
   • 3 replies
   • 165 views
   • 
   • Luke Bailey
   • December 15, 2020

8. Calculation of income inclusion

   By Guest JMN, June 7, 2010
   • 1 reply
   • 1.1k views
   • 
   • panther
   • November 19, 2020

9. Correct Plan Document Failure for Agreement in Payment Status?

   By kmhaab, November 10, 2020
   • 6 replies
   • 256 views
   • 
   • Luke Bailey
   • November 17, 2020

10. Can you reduce the deferred compensation benefit?

    By panther, October 23, 2020   

    • 409a; one time and form
    • 4 replies
    • 305 views
    • 
    • panther
    • October 23, 2020

11. 409A Alternate Payment Amounts

    By EBECatty, September 25, 2020
    • 8 replies
    • 420 views
    • 
    • FORMER ESQ.
    • October 12, 2020

12. severance and specified employee compensation

    By gc@chimentowebb.com, September 21, 2020
    • 11 replies
    • 250 views
    • 
    • gc@chimentowebb.com
    • September 25, 2020

13. 409A - Is a change in installment calculation method a change in time or form of payment?

    By CMC, July 19, 2020
    • 2 replies
    • 549 views
    • 
    • Luke Bailey
    • July 20, 2020

14. Covad-19 Laid-off 409A Participants

    By Mark Whitelaw, March 19, 2020
    • 6 replies
    • 1k views
    • 
    • Luke Bailey
    • April 9, 2020

15. 409A and Best Interest Disclosure

    By Mark Whitelaw, March 27, 2020
    • 0 replies
    • 220 views
    • 
    • Mark Whitelaw
    • March 27, 2020

16. Bonus to pay option exercise cost

    By sdcurt, January 15, 2020
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • January 16, 2020

17. 409A "Linked" Nonqualified Plans

    By EBECatty, January 9, 2020
    • 0 replies
    • 326 views
    • 
    • EBECatty
    • January 9, 2020

18. Replace severance benefit with incentive bonus under post-merger employment agreement

    By panther, January 7, 2020   

    • substitution
    • 1 reply
    • 231 views
    • 
    • CuseFan
    • January 7, 2020

19. Vesting upon Change in Control

    By austin3515, December 31, 2019
    • 4 replies
    • 447 views
    • 
    • Bob the Swimmer
    • January 2, 2020

20. Partial Plan Termination and liquidation allowed?

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

21. Adding Distribution Options

    By Mike31, October 28, 2019
    • 6 replies
    • 578 views
    • 
    • XTitan
    • October 31, 2019

22. Taxation of Lloyd's Specialty Life Insurance

    By CaliBen, October 14, 2019   

    • imputed income
    • split dollar
    • (and 2 more)

      Tagged with:

      • imputed income
      • split dollar
      • 162 bonus
      • tax
    • 7 replies
    • 865 views
    • 
    • Luke Bailey
    • October 17, 2019

23. 409A / 457(f) - Voluntary Termination After Change in Control

    By EBECatty, October 8, 2019
    • 3 replies
    • 437 views
    • 
    • Luke Bailey
    • October 10, 2019

24. Single owner 401A issues

    By SwimmingInBowelsOfERISA, June 17, 2019
    • 2 replies
    • 668 views
    • 
    • ERISA-Bubs
    • October 2, 2019

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

    By kmhaab, January 11, 2019
    • 4 replies
    • 818 views
    • 
    • TheRealSteve72
    • May 17, 2019