409A Issues

609 topics in this forum

1. Freezing employer SERP contributions mid-year

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

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

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

3. 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
   • 76 views
   • 
   • RockyMountain
   • December 16, 2020

4. payment question

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

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

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

6. Calculation of income inclusion

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

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

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

8. Can you reduce the deferred compensation benefit?

   By panther, October 23, 2020   

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

9. 409A Alternate Payment Amounts

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

10. severance and specified employee compensation

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

11. 409A - Is a change in installment calculation method a change in time or form of payment?

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

12. Covad-19 Laid-off 409A Participants

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

13. 409A and Best Interest Disclosure

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

14. Bonus to pay option exercise cost

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

15. 409A "Linked" Nonqualified Plans

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

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

    By panther, January 7, 2020   

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

17. Vesting upon Change in Control

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

18. Partial Plan Termination and liquidation allowed?

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

19. Adding Distribution Options

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

20. 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
    • 855 views
    • 
    • Luke Bailey
    • October 17, 2019

21. 409A / 457(f) - Voluntary Termination After Change in Control

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

22. Single owner 401A issues

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

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

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

24. SERP for Deceased Participant

    By KimberlyC, May 13, 2019   

    • serp
    • deferred comp
    • (and 1 more)

      Tagged with:

      • serp
      • deferred comp
      • 409a; nonqualified deferred
    • 2 replies
    • 440 views
    • 
    • Luke Bailey
    • May 14, 2019

25. Top Hat Filing for Phantom Stock Plans

    By ERISA-Bubs, May 3, 2019
    • 3 replies
    • 924 views
    • 
    • Luke Bailey
    • May 8, 2019