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409A Issues

629 topics in this forum

  1. Plan Amendment to Change Default Form of Payment

    By Cowgirl83,
    • 1 reply
    • 82 views

  2. Elective deferrals subject to a substantial risk of forfeiture?

    By ERISA guy,
    • 5 replies
    • 233 views

  3. Retrospective and Future Bonus Payments and "Performance-Based Compensation"

    By kgr12,
    • 3 replies
    • 104 views

  4. Does modification in NQDC impact Separation of Service date

    By jpstl,
    • 5 replies
    • 137 views

  5. Long-Term Bonus Plan - 409A Exempt vs. Non-Exempt

    By EBECatty,
    • 0 replies
    • 197 views

  6. Can plan allow distribution event to be "later of" separation from service or a specified date?

    By mariemonroe,
    • 10 replies
    • 279 views

  7. Accelerating vesting of early-exercised stock?

    By beiser,
    • 1 reply
    • 298 views

  8. Option Exercise Price

    By EBECatty,
    • 3 replies
    • 196 views

  9. Accelerating vesting/payment Short-term deferral exception

    By Moosen14,
    • 1 reply
    • 318 views

  10. Identifying Payment Event under 409A

    By kmhaab,
    • 4 replies
    • 381 views

  11. Separate EIN for Rabbi Trust

    By HCE,
    • 3 replies
    • 445 views

  12. Can I change payment timing under a "Short-Term Deferral" plan to a different date (where the payment remains a "Short-Term Deferral"?

    By HCE,
    • 2 replies
    • 250 views

  13. Nonqualified plan with benefits reduced in case of future employment

    By Carol V. Calhoun,
    • 6 replies
    • 329 views

  14. Extension of ISO vested options expiry date

    By Venus,   
    • 0 replies
    • 197 views

  15. Plan Aggregation Rules of 1.409A-1(c)

    By David Olive,
    • 0 replies
    • 259 views

  16. Deferrals Allowed After a Payment Event?

    By kmhaab,
    • 2 replies
    • 391 views

  17. Trevor Bauer's Contract

    By Chaz,
    • 16 replies
    • 1.1k views

  18. Release Required Independent of Payment Schedule

    By Christine Roberts,
    • 3 replies
    • 308 views

  19. Change Non-Account Balance to Account Balance

    By EBECatty,
    • 4 replies
    • 358 views

  20. Termination of Phantom Stock- No Payout

    By Benefits Vet,
    • 2 replies
    • 333 views

  21. Freezing employer SERP contributions mid-year

    By gc@chimentowebb.com,
    • 3 replies
    • 339 views

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

    By kmhaab,
    • 4 replies
    • 687 views

  23. Stock Appreciation Rights under Earn-out buyout

    By RockyMountain,   
    • 3 replies
    • 259 views

  24. payment question

    By mariemonroe,
    • 9 replies
    • 404 views

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

    By kmhaab,
    • 3 replies
    • 319 views
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