409A Issues

644 topics in this forum

1. Stock Repurchase at Retirement

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

2. Plan Terminations

   By jpod, April 2, 2009
   • 9 replies
   • 2.8k views
   • 
   • Guest
   • April 6, 2009

3. NJ State Tax on 409a contributions

   By Guest Fnata58, January 27, 2014
   • 0 replies
   • 2.7k views
   • 
   • Guest
   • January 27, 2014

4. Post Employment Consulting and Separation from Service

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

5. Distributions to Independent Contractor

   By Guest annem99, July 13, 2012
   • 0 replies
   • 2.7k views
   • 
   • Guest
   • July 13, 2012

6. Grandfathered Plan: Material modification (operational failure)

   By Guest meeh3704, April 20, 2009
   • 2 replies
   • 2.7k views
   • 
   • jpod
   • April 21, 2009

7. Termination/Acceleration

   By Randy Watson, November 14, 2008
   • 1 reply
   • 2.7k views
   • 
   • Guest
   • February 27, 2009

8. 409A

   By Guest woodchuck, December 13, 2007
   • 14 replies
   • 2.7k views
   • 
   • Steelerfan
   • January 3, 2008

9. 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
   • 2.7k views
   • 
   • TEL
   • May 22, 2018

10. State Law Penalties

    By Guest mbw, July 18, 2007
    • 6 replies
    • 2.7k views
    • 
    • Steelerfan
    • July 19, 2007

11. Withholding and Reporting - SARs for Former Employees

    By ERISA-Bubs, April 17, 2013
    • 0 replies
    • 2.7k views
    • 
    • ERISA-Bubs
    • April 17, 2013

12. IPO

    By Guest Guy Incognito, September 18, 2007
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • November 30, 2007

13. Tax Reporting

    By ERISA-Bubs, December 20, 2012
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • December 20, 2012

14. Stock Option Exercise Period

    By jpod, January 14, 2013
    • 1 reply
    • 2.7k views
    • 
    • 401 Chaos
    • January 14, 2013

15. Service Recipient Discretion

    By Guest ebenny, November 26, 2012
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • November 26, 2012

16. Linked Plans

    By Randy Watson, January 5, 2006
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • March 8, 2006

17. 409A Same Desk Rule

    By Jeff Kirtner, September 29, 2010
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • September 29, 2010

18. Short Term Deferral and Multiple Payment Events

    By ERISA-Bubs, May 8, 2012
    • 1 reply
    • 2.6k views
    • 
    • ERISA-Bubs
    • May 14, 2012

19. Is it a Top Hat Plan or Excess Benefit Plan?

    By Alex Daisy, December 23, 2008
    • 2 replies
    • 2.6k views
    • 
    • J Simmons
    • December 23, 2008

20. 409A Taxation of Specified Employees

    By Guest ERISAQUEEN, December 13, 2006
    • 5 replies
    • 2.6k views
    • 
    • Steelerfan
    • February 27, 2007

21. Is a plan administrator considered a fiduciary

    By Guest Iwonder, May 8, 2008
    • 4 replies
    • 2.6k views
    • 
    • Chaz
    • May 11, 2008

22. Applicable corporation for effective Change in Control

    By Guest CABatty, September 7, 2007
    • 1 reply
    • 2.6k views
    • 
    • IRA
    • February 20, 2008

23. Subsequent Deferral and "Later of" Language

    By Christine Roberts, April 24, 2010
    • 3 replies
    • 2.6k views
    • 
    • XTitan
    • April 27, 2010

24. Does amendment of a benefit formula violate 409A?

    By smm, April 24, 2009
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • May 7, 2009

25. Too Late to Correct?

    By ERISA-Bubs, November 9, 2012
    • 0 replies
    • 2.6k views
    • 
    • ERISA-Bubs
    • November 9, 2012