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Code §409A made dramatic changes to the rules governing nonqualified deferred compensation plans of various types, including SERPS, equity-based compensation arrangements, and 457(f) plans. Failure to comply with requirements in form and in operation will result in covered employees facing loss of tax deferral and also significant tax penalties.
This program addresses the requirements, including those related to deferral timing, payment elections and changes, in-service distribution options, changes to rabbi trust funding rules, withholding, reporting, and other issues. Speakers also cover practical design and drafting for the changes. Don’t miss this opportunity to learn what you must do to maintain valuable tax deferral benefits under an employer’s nonqualified plan.
Topics include:
Prerequisites: There are no prerequisites or other advanced preparation for this program.
Level: Intermediate
Instructional Delivery Method
Group – Internet-Based
Speakers
S. Derrin Watson, J.D., APM
Recipient of ASPPA’s 2006 Educator of the Year Award
Stephen W. Forbes, J.D., LL.M.
Author of The Form 5500 Filing Guide
Objectives: After attending this Web seminar, an attendee should be able to:
Hardware System Requirements:
Software Requirements:
Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.