Summary of new regulation sought...

[Guest STLGiant]

First, so that I don't have to "comb" the internet, is there anyone having a link to the 409A regulations with an interpretation?

Second, is anyone aware of sample or free plan documents covering deferred bonus arrangements? I have a pretty good document, but want to look at one that has been updated for 409A to determine if I need to scrap the one I have and get a new one.

Third, the document I have is both a Trust Corpus and an Adoption Agreement, similar to a Qualified plan. The actual agreements for the participants are based on that Trust/Adoption agreement.]

Thanks in advance for your comments.

[david rigby]

Many sources available thru BenefitsLink:

http://benefitslink.com/buzz/subjects/head...vebenefits.html

Review or Search this discussion forum:

http://benefitslink.com/boards/index.php?showforum=6

[GBurns]

Different legal experts have commented in many articles on the various issues that fall under the new regs. Not everyone covered everything and Not everyone who covered everthing necessarily covered it or even interpreted every item the same way, so it would be prudent to look at more than 1 summary.

You can find these summaries on many of the major law firm websites or try doing a search of Benefits Buzz since they did cover the major releases.