409A Issues

593 topics in this forum

1. Are 457(f) plans subject to ERISA?

   By Guest Bearlee, May 30, 2008
   • 5 replies
   • 5,875 views
   • 
   • Steelerfan
   • May 30, 2008

2. Assumption of Liability by SH

   By spartytax, February 12, 2015
   • 0 replies
   • 898 views
   • 
   • spartytax
   • February 12, 2015

3. At Risk Pension Plan and "funding" a Rabbi Trust

   By Randy Watson, July 19, 2010
   • 1 reply
   • 1,512 views
   • 
   • My 2 cents
   • July 20, 2010

4. Average Benefits Test & Cross Testing

   By Guest Michele Ciz, February 7, 2008
   • 1 reply
   • 1,638 views
   • 
   • Tom Poje
   • February 7, 2008

5. Base Salary - Employment Agreement

   By Guest shaul, February 3, 2012
   • 5 replies
   • 1,305 views
   • 
   • ERISA-Bubs
   • February 24, 2012

6. Basic Severance Plan Exempt from 409A

   By 401 Chaos, December 22, 2008
   • 10 replies
   • 2,109 views
   • 
   • Guest Mr. Kite
   • February 16, 2009

7. Below Market Options

   By Guest aaronk, November 16, 2009
   • 2 replies
   • 1,366 views
   • 
   • XTitan
   • January 25, 2010

8. Bonus in Connection with Stock Option Exercise

   By SycamoreFan, June 22, 2012
   • 0 replies
   • 2,793 views
   • 
   • SycamoreFan
   • June 22, 2012

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

   By TaxLawyer1978, February 27, 2018
   • 9 replies
   • 646 views
   • 
   • gc@chimentowebb.com
   • March 3, 2018

10. Brother-Sister Businesses Under Common Control

    By Guest Donaldson, February 13, 2008
    • 0 replies
    • 2,810 views
    • 
    • Guest Donaldson
    • February 13, 2008

11. Cacluations - spreadsheet?

    By Guest MJ1, December 9, 2010
    • 1 reply
    • 1,750 views
    • 
    • Guest Willy
    • May 14, 2014

12. Calculating Severance Amounts Under 409A

    By 401 Chaos, February 7, 2006
    • 4 replies
    • 3,362 views
    • 
    • 401 Chaos
    • May 22, 2006

13. Calculation of Grandfathered Amt. in a Non-AB Plan

    By smm, July 15, 2009
    • 0 replies
    • 1,042 views
    • 
    • smm
    • July 15, 2009

14. Calculation of income inclusion

    By Guest JMN, June 7, 2010
    • 0 replies
    • 928 views
    • 
    • Guest JMN
    • June 7, 2010

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

    By ERISA-Bubs, March 9, 2018
    • 9 replies
    • 864 views
    • 
    • calexbraska
    • April 26, 2018

16. Can a NQDC Plan be spun off?

    By calexbraska, June 28, 2018
    • 6 replies
    • 917 views
    • 
    • Luke Bailey
    • July 6, 2018

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

    By calexbraska, April 26, 2018
    • 9 replies
    • 732 views
    • 
    • Luke Bailey
    • May 2, 2018

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

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

19. Can document correction restore 409A exception?

    By Guest 409 eh?, October 25, 2010
    • 4 replies
    • 1,418 views
    • 
    • Guest ailiah
    • January 21, 2011

20. Can Employer pay Employee additional compensation equal to 409A taxes paid by Employee?

    By Guest bgtees, September 7, 2011
    • 2 replies
    • 1,378 views
    • 
    • Guest bgtees
    • September 8, 2011

21. Can I amend to add a form of payment?

    By ERISA-Bubs, October 1, 2013
    • 0 replies
    • 40,910 views
    • 
    • ERISA-Bubs
    • October 1, 2013

22. Can I reduce a CIC payment and pay a bonus today equal to the reduction?

    By ERISA-Bubs, December 12, 2014
    • 5 replies
    • 1,610 views
    • 
    • Blackbirch
    • January 20, 2015

23. Can our subsidary pay our NQDC obligation?

    By ERISA-Bubs, May 28, 2015
    • 4 replies
    • 815 views
    • 
    • EBECatty
    • June 11, 2015

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

    By kmhaab, May 18, 2018   

    • 409a
    • assignable
    • (and 1 more)

      Tagged with:

      • 409a
      • assignable
      • nqdc
    • 7 replies
    • 1,004 views
    • 
    • TEL
    • May 22, 2018

25. Can the sponsor of a NQDC plan be a related entity to the employer?

    By mariemonroe, July 10, 2008
    • 11 replies
    • 1,584 views
    • 
    • mariemonroe
    • July 11, 2008