409A Issues

644 topics in this forum

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

   By ERISA-Bubs, August 2, 2017
   • 5 replies
   • 973 views
   • 
   • Luke Bailey
   • August 3, 2017

2. Correction of Discounted Stock Options

   By 401 Chaos, April 29, 2009
   • 5 replies
   • 4.3k views
   • 
   • 401 Chaos
   • April 30, 2009

3. Vacation Purchase Program

   By Chaz, August 28, 2007
   • 5 replies
   • 3.6k views
   • 
   • BeckyMiller
   • September 6, 2007

4. SROF

   By JustMe, September 16, 2016
   • 5 replies
   • 1.7k views
   • 
   • jpod
   • October 5, 2016

5. Using Release of Claims as Trigger for Installment Severance Payments

   By 401 Chaos, August 29, 2007
   • 5 replies
   • 2.4k views
   • 
   • Steelerfan
   • August 31, 2007

6. Stock Repurchase at Retirement

   By Guest 409A newbie, March 30, 2012
   • 5 replies
   • 2.8k views
   • 
   • jpod
   • April 3, 2012

7. Does modification in NQDC impact Separation of Service date

   By jpstl, August 8, 2022
   • 5 replies
   • 378 views
   • 
   • jpstl
   • August 10, 2022

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

   By Guest Bearlee, May 30, 2008
   • 5 replies
   • 6.5k views
   • 
   • Steelerfan
   • May 30, 2008

9. SAR agreement payable upon CIC

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

10. 409a distribution

    By Guest MikeAIGFA, February 7, 2008
    • 5 replies
    • 1.7k views
    • 
    • Steelerfan
    • February 8, 2008

11. 409A

    By Guest lvegas, November 14, 2008
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • November 18, 2008

12. Earned and vested before 2005?

    By J Simmons, October 29, 2007
    • 5 replies
    • 1.5k views
    • 
    • Everett Moreland
    • October 31, 2007

13. Will similar awards in different years be aggregated?

    By ERISA-Bubs, November 20, 2017
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 22, 2017

14. W2 reportiing

    By cripp12, January 22, 2010
    • 5 replies
    • 1.8k views
    • 
    • XTitan
    • January 25, 2010

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

    By ERISA guy, August 23, 2022
    • 5 replies
    • 413 views
    • 
    • ERISA guy
    • August 26, 2022

16. Acceleration of vesting of a short term deferral

    By Locust, May 8, 2008
    • 5 replies
    • 3.3k views
    • 
    • Steelerfan
    • May 13, 2008

17. Phantom Stock Plan

    By 401 Chaos, April 9, 2009
    • 5 replies
    • 4.4k views
    • 
    • 401 Chaos
    • April 15, 2009

18. If I amend my plan to correct it, will my amended plan still be subject to penalties due to plan aggregation?

    By ERISA-Bubs, February 17, 2016
    • 5 replies
    • 654 views
    • 
    • ERISA-Bubs
    • February 18, 2016

19. Can you amend plan to add a form of payment

    By mariemonroe, May 19, 2015
    • 5 replies
    • 2.2k views
    • 
    • XTitan
    • November 10, 2015

20. Base Salary - Employment Agreement

    By Guest shaul, February 3, 2012
    • 5 replies
    • 1.4k views
    • 
    • ERISA-Bubs
    • February 24, 2012

21. Post Employment Consulting and Separation from Service

    By kgr12, January 25, 2018
    • 5 replies
    • 2.7k views
    • 
    • kgr12
    • February 1, 2018

22. 162(m) - Performance-based comp

    By Guest JTL, March 18, 2008
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • March 29, 2008

23. Successive NQDC Plans

    By Guest rjohnson, August 27, 2012
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • October 17, 2012

24. Identifying Payment Event under 409A

    By kmhaab, October 7, 2021
    • 4 replies
    • 656 views
    • 
    • Luke Bailey
    • November 1, 2021

25. Does anyone understand IRS Answer to ABA Q&A #13 on 409A?

    By Centerstage, September 16, 2015   

    • 409A; One time and form
    • 4 replies
    • 1.3k views
    • 
    • Centerstage
    • September 18, 2015