409A Issues

562 topics in this forum

1. Non-profit

   By cdavis25, March 9
   • 1 reply
   • 587 views
   • 
   • jpod
   • March 9

2. Distributions to Independent Contractors

   By dv13, February 10
   • 0 replies
   • 258 views
   • 
   • dv13
   • February 10

3. Participant Inadvertently Deferred More Comp Than Available

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

4. SROF

   By JustMe, September 16, 2016
   • 6 replies
   • 902 views
   • 
   • tax shelter helperv
   • January 24

5. Specified Employee Delay and Subsequent Changes to Distribution Election

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

6. Recommendation for 409A/457f Documents

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

7. 409A Plan Termination Following Change in Control

   By EBECatty, December 16, 2016
   • 2 replies
   • 408 views
   • 
   • EBECatty
   • December 16, 2016

8. SROF Until Sale of Sister Corporation

   By EBECatty, August 11, 2016
   • 0 replies
   • 434 views
   • 
   • EBECatty
   • August 11, 2016

9. Plan Sponsor solvency as Substantial Risk of Forfeiture

   By waid10, July 7, 2016
   • 10 replies
   • 560 views
   • 
   • Louis Richey
   • August 2, 2016

10. Deferring Substantial Risk of Forfeiture Under Section 83

    By Carol V. Calhoun, July 11, 2016
    • 3 replies
    • 579 views
    • 
    • James B
    • July 20, 2016

11. 457(f) distribution - can it be deferred into a 457(b) plan?

    By Pension Nerd, July 11, 2016
    • 0 replies
    • 396 views
    • 
    • Pension Nerd
    • July 11, 2016

12. 457f Plan - Deferral Elections

    By austin3515, May 5, 2016
    • 13 replies
    • 691 views
    • 
    • Carol V. Calhoun
    • July 11, 2016

13. Nonqualified plan assets as collateral for loan?

    By dv13, June 21, 2016
    • 2 replies
    • 457 views
    • 
    • QDROphile
    • June 21, 2016

14. Payment Delays

    By ERISA-Bubs, June 14, 2016
    • 0 replies
    • 323 views
    • 
    • ERISA-Bubs
    • June 14, 2016

15. Payment trigger change.

    By ERISA-Bubs, June 13, 2016
    • 0 replies
    • 403 views
    • 
    • ERISA-Bubs
    • June 13, 2016

16. Safe Harbor Plan Mid Year Eligibility Amendment

    By XroadsTPA, June 9, 2016
    • 3 replies
    • 480 views
    • 
    • XroadsTPA
    • June 10, 2016

17. Alternative Payment Dates

    By jpod, June 2, 2016
    • 2 replies
    • 362 views
    • 
    • jpod
    • June 7, 2016

18. Endorsement Split Dollar and Carrier Alternate Term Rates

    By CaliBen, May 26, 2016   

    • split dollar
    • endorsement split dollar
    • (and 2 more)

      Tagged with:

      • split dollar
      • endorsement split dollar
      • economic benefit
      • alternate term rates
    • 1 reply
    • 382 views
    • 
    • Mark Whitelaw
    • May 28, 2016

19. Private Company SARs

    By ERISA-Bubs, May 23, 2016
    • 0 replies
    • 328 views
    • 
    • ERISA-Bubs
    • May 23, 2016

20. Linked Plan Rules

    By ERISA-Bubs, May 18, 2016
    • 0 replies
    • 397 views
    • 
    • ERISA-Bubs
    • May 18, 2016

21. Addition of a 'separation from service' event and 409A

    By kmhaab, May 9, 2016
    • 3 replies
    • 478 views
    • 
    • gc@chimentowebb.com
    • May 11, 2016

22. Amend SERP to pay upon Involuntary Termination?

    By kmhaab, May 7, 2016
    • 0 replies
    • 354 views
    • 
    • kmhaab
    • May 7, 2016

23. Subsequent Deferral Election - Change in Form of Payment

    By EBspecialist, April 4, 2016   

    • Subsequent deferral election
    • form of payment
    • (and 1 more)

      Tagged with:

      • Subsequent deferral election
      • form of payment
      • deferral changes
    • 1 reply
    • 845 views
    • 
    • XTitan
    • April 4, 2016

24. SAR agreement payable upon CIC

    By beartd, March 23, 2016
    • 5 replies
    • 461 views
    • 
    • jpod
    • March 25, 2016

25. Paying FICA

    By ERISA-Bubs, March 1, 2016
    • 5 replies
    • 648 views
    • 
    • jpod
    • March 2, 2016