Video

  • 50 minutes

Six Common Section 409A Situations That Give Rise to Issues

 
On a day-to-day basis you may encounter common Section 409A situations with different compensation plans. Top Hat plans are the area where most people understand that Section 409A comes into play. Most people understand that there are new restrictions and are on top of those issues. Bonus plans can also have Section 409A issues. Severance issues, equity compensation, employment agreements, mergers and acquisitions can all run into issues with Section 409A.

In this 49-minute video our speaker, Steve Flores, reviews these six common Section 409A situations. Top Hat plans are nonqualified deferred compensation plans that must be in compliance. Bonus plans can include a variety of incentive compensation agreement issues. Severance often has no pre-existing promise. Much of equity compensation is paid in stock of which some are subject to Section 409A but some can be exempt if designed to be a short-term deferral. Section 409A has had a significant impact on employment agreements. Issues with mergers and acquisitions prove valuable to self-audit.

Steve Flores is a Partner in the office of Winston & Strawn LLP. His practice emphasizes all aspects of employee benefits and executive compensation matters. Mr. Flores conducts regular seminars and workshops on numerous employee benefits and executive compensation matters for public and private companies. He has written several publications related to the areas of employee benefits and executive compensation.
Runtime: 49 minutes

Faculty

Steve Flores

Steve Flores

Winston & Strawn LLP

Agenda

Faculty

Steve Flores

Steve Flores

Winston & Strawn LLP

  • Partner in the office of Winston & Strawn LLP
  • Practice emphasizes all aspects of employee benefits and executive compensation matters
  • Conducts regular seminars and workshops on numerous employee benefits and executive compensation matters for public and private companies
  • Wrote several publications related to the areas of employee benefits and executive compensation
  • Member of the following organizations: Illinois State Bar Association, Chair of Employee Benefits Section Council; American Benefits Council, Policy Board of Directors Advisory Council representative; Chicago Police Board, member; National Hispanic Bar Association, deputy regional president for Region IX, chair of Awards Committee; Chicago Committee, Board member; Hispanic Lawyers Association of Illinois, In-House Counsel Committee member, Law School Committee member; LCLD Fellow; Winston & Strawn LLP, Insurance Committee, Diversity Committee and Hiring Committee
  • J.D. degree, magna cum laude, University of Illinois at Urbana-Champaign; B.A. degree in political science, University of Illinois at Chicago
  • Can be contacted at 312-558-6456, [email protected] or https://www.linkedin.com/in/stevefloreslaw

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