409A Issues

583 topics in this forum

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

    By kmhaab,
    • 3 replies
    • 237 views

  2. 409A plan for former employees?

    By mariemonroe,
    • 4 replies
    • 376 views

  3. 409A Exempt Stock Right?

    By EBECatty,
    • 1 reply
    • 114 views

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

    By Luke Bailey,   
    • 0 replies
    • 84 views

  5. amend formula in NQDC Plan

    By mariemonroe,
    • 5 replies
    • 207 views

  6. Accelerating Payments under Short Term Deferral Exception

    By HCE,
    • 3 replies
    • 315 views

  7. Can a NQDC Plan be spun off?

    By calexbraska,
    • 6 replies
    • 722 views

  8. Deferral Feature in Exempt Stock Right?

    By EBECatty,
    • 4 replies
    • 357 views

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

    By kmhaab,   
    • 7 replies
    • 574 views

  10. Deferred Comp / Business Owners

    By austin3515,
    • 12 replies
    • 425 views

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

    By calexbraska,
    • 9 replies
    • 600 views

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

    By ERISA-Bubs,
    • 9 replies
    • 707 views

  13. Plan Continuation After Change in Control Payout

    By EBECatty,
    • 7 replies
    • 825 views

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

    By TaxLawyer1978,
    • 9 replies
    • 545 views

  15. Post Employment Consulting and Separation from Service

    By kgr12,
    • 5 replies
    • 957 views

  16. Will similar awards in different years be aggregated?

    By ERISA-Bubs,
    • 5 replies
    • 718 views

  17. Walk-Away Rights in Employment Agreements

    By 401 Chaos,
    • 2 replies
    • 380 views

  18. W2 for LTIP on Term EE

    By GeorgedelaF,   
    • 1 reply
    • 789 views

  19. Impermissible toggle?

    By Miner88,   
    • 2 replies
    • 351 views

  20. Correction of Release Timing Language After Termination

    By 401 Chaos,
    • 5 replies
    • 791 views

  21. Good Reason provisions -- clarifying amendment permissible?

    By Guest Mr. Kite,
    • 1 reply
    • 1,566 views

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

    By ERISA-Bubs,
    • 5 replies
    • 649 views

  23. Non-profit

    By cdavis25,
    • 1 reply
    • 1,070 views

  24. Distributions to Independent Contractors

    By dv13,
    • 0 replies
    • 538 views

  25. Participant Inadvertently Deferred More Comp Than Available

    By Eric Taylor,
    • 1 reply
    • 577 views