409A Issues

581 topics in this forum

1. 409A Exempt Stock Right?

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

2. 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   

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

3. amend formula in NQDC Plan

   By mariemonroe, September 18
   • 5 replies
   • 119 views
   • 
   • XTitan
   • September 21

4. Accelerating Payments under Short Term Deferral Exception

   By HCE, September 18
   • 3 replies
   • 188 views
   • 
   • Luke Bailey
   • September 18

5. Can a NQDC Plan be spun off?

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

6. Deferral Feature in Exempt Stock Right?

   By EBECatty, May 29
   • 4 replies
   • 278 views
   • 
   • EBECatty
   • May 30

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

   By kmhaab, May 18   

   • 409a
   • assignable
   • (and 1 more)

     Tagged with:

     • 409a
     • assignable
     • nqdc
   • 7 replies
   • 413 views
   • 
   • TEL
   • May 22

8. Deferred Comp / Business Owners

   By austin3515, May 16
   • 12 replies
   • 304 views
   • 
   • austin3515
   • May 17

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

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

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

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

11. Plan Continuation After Change in Control Payout

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

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

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

13. Post Employment Consulting and Separation from Service

    By kgr12, January 25
    • 5 replies
    • 784 views
    • 
    • kgr12
    • February 1

14. Will similar awards in different years be aggregated?

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

15. Walk-Away Rights in Employment Agreements

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

16. 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
    • 694 views
    • 
    • XTitan
    • September 21, 2017

17. Impermissible toggle?

    By Miner88, September 19, 2017   

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

      Tagged with:

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

18. Correction of Release Timing Language After Termination

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

19. Good Reason provisions -- clarifying amendment permissible?

    By Guest Mr. Kite, February 17, 2009
    • 1 reply
    • 1,515 views
    • 
    • henry pass
    • August 10, 2017

20. Can we still pay a benefit that is supposed to be forfeited?

    By ERISA-Bubs, August 2, 2017
    • 5 replies
    • 557 views
    • 
    • Luke Bailey
    • August 3, 2017

21. Non-profit

    By cdavis25, March 9, 2017
    • 1 reply
    • 1,034 views
    • 
    • jpod
    • March 9, 2017

22. Distributions to Independent Contractors

    By dv13, February 10, 2017
    • 0 replies
    • 508 views
    • 
    • dv13
    • February 10, 2017

23. Participant Inadvertently Deferred More Comp Than Available

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

24. Specified Employee Delay and Subsequent Changes to Distribution Election

    By ERISA-Bubs, December 20, 2016
    • 2 replies
    • 842 views
    • 
    • Louis Richey
    • December 21, 2016

25. Recommendation for 409A/457f Documents

    By austin3515, December 5, 2016
    • 2 replies
    • 757 views
    • 
    • austin3515
    • December 20, 2016