Gadgetfreak Posted December 22, 2020 Report Share Posted December 22, 2020 A client wants to set up a funded 409a Top-Hat/SERP Plan for executives with participant direction. As I look for a provider that offers this, I wonder about any tax reporting requirements. The funds remain an asset of the employer until distribution and are in an investment account. Do the earnings on that account need to be reported as they have increased the value of the employer's assets? Or is their an exemption for a 409a Plan? Thank you in advance. ERPA, QPA, QKA Link to comment Share on other sites More sharing options...
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