Posts from February 2025.
If you have equity as part of your retirement or executive compensation plans, you likely need a 409A valuation. The need for a valuation also applies if you are preparing to issue equity (equity grants or stock options) or synthetic equity (stock appreciation rights or phantom equity). In all of those cases, an independent 409A valuation of the ...
There is a telltale sign that you are a true benefit nerd . . . you have printouts of the annual benefit plan limits tacked to the wall by your desk. I frequently reference my charts, but It has been a few years since I found a comprehensive chart online that encompassed both the retirement and health plan limits that I need at my fingertips regularly. After ...