At The Podium
409A Compliance and Correction: How to Adequately Administer Plans Given the Complexity of the Rules and Avoid Operational and Documentation Failures
ACI's National Advanced Compliance Forum on Minimizing Legal Risks in the Design, Implementation & Administration of Employee Benefits Plans
- 409A compliance issues for executive plans, especially in light
of upcoming documentary-compliance programs and apparent
audit initiatives - 409A deferred compensation issues for severance plans
- Operational failures: Compliance problems resulting from the
failure to operate the plan in accordance with Code section 409A - Documentation failures: Failure of the plan documents to reflect
the formal requirements of the statute - Correction of executive compensation programs under 409A:
operational failures , document failures, and future guidance - Overcoming the difficulty of administering plans subject to
409A when even the most intelligent and experienced practitioners
are unable to agree on the right answer (or even the most
conservative answer) - 409A compliance issues for nonqualified plans that have
been “linked” to elections under qualified plans - The “phantom” nonqualified deferred comp plan and exposure
under 409A - The funding issues under section 409A(b)(2) due to an employer’s
financial health - Section 457A issues for global share plans and fund-related
compensation
May 24, 2010 - May 25, 2010
The Carlton on Madison Avenue
New York, New York
The Carlton on Madison Avenue
New York, New York
