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Employee Stock Ownership Plans (ESOPs)

1,186 topics in this forum

  1. Promissory Notes in Lieu of Cash Distribution

    By Bandit,
    • 8 replies
    • 229 views

  2. ESOP RESTATED as Profit Sharing/401(k)?

    By susieQ,
    • 3 replies
    • 579 views

  3. Lump Sum Payment Offered by Former Employer

    By AdamTM,
    • 6 replies
    • 688 views

  4. Learning about ESOPs

    By kshaw,
    • 5 replies
    • 7.4k views

  5. Any Problems with Plan Sponsor owned by Participants in ESOP?

    By Dougsbpc,
    • 4 replies
    • 1.1k views

  6. ESOP US Tax court case procedure after Govt

    By Tax Cowboy,
    • 0 replies
    • 583 views

  7. ESOP share allocations

    By Bill55,
    • 3 replies
    • 1.2k views

  8. Change Distribution Policy

    By HCE,
    • 6 replies
    • 1.7k views

  9. New Proposed Adequate Consideration Regulations

    By RealityCheck,
    • 7 replies
    • 1.3k views

  10. Cross-testing & ESOP

    By Andy,
    • 2 replies
    • 1.4k views

  11. ESOP disbursement rules

    By Dianna912,
    • 2 replies
    • 947 views

  12. Real Property - ESOP - Attorney needed

    By justanotheradmin,
    • 2 replies
    • 1.1k views

  13. Account segregation to cash of ESOP stocks of terminated employees before company sale

    By ESOPNovice,
    • 5 replies
    • 2.3k views

  14. ESPP -Plan 423- Unused fund Carry over or Refund to employee?

    By Panda,
    • 0 replies
    • 1.1k views

  15. Lump Sum Threshold

    By HCE,
    • 0 replies
    • 757 views
    • HCE
    • HCE

  16. Year-End Allocation Questions

    By JMarsh,
    • 2 replies
    • 1.3k views

  17. Should an ESOP disclose M&A negotiation details on a Diversification Notice?

    By Nate S,   
    • 12 replies
    • 2k views

  18. ESOP Learning/Guides

    By Angershark,
    • 7 replies
    • 1.6k views

  19. Breach of Esop Fiduciary Responsibility? I need some guidance.

    By Disgruntled,   
    • 11 replies
    • 4.7k views

  20. Return of Capital Dividend - Pass Through Dividend Plan

    By Buckwheat29,
    • 2 replies
    • 1.1k views

  21. Dividend tax question

    By Newbie K,
    • 3 replies
    • 1.1k views

  22. Our family is in a corner

    By Emperor Duncan,
    • 6 replies
    • 1.4k views

  23. ESOP Questions

    By klrhoades1024,
    • 8 replies
    • 2.2k views

  24. Amendments for SECURE et al for Terminating ESOP

    By Belgarath,
    • 2 replies
    • 990 views

  25. ESOP Stock Evaluations vs Other Shareholder Market Value

    By PanamaJack,
    • 2 replies
    • 1.7k views

  26. ESOP Distribution for termed employees - One time distribution or multiple?

    By NWhite,
    • 2 replies
    • 1.2k views

  27. The Corporate Transparency Act (CTA) went into effect January 1, 2024

    By Belgarath,
    • 1 reply
    • 1.3k views

  28. Publicly Traded?

    By Scott,
    • 5 replies
    • 4.6k views

  29. Questions About ESOP Early Distribution

    By Guest rkesler,
    • 5 replies
    • 18.3k views

  30. Cost basis for leveraged ESOP shares

    By Tegernsee,
    • 3 replies
    • 1.4k views

  31. Adopting ESOP as of 12/31/23

    By RetirementPlanTPA,
    • 5 replies
    • 1.5k views
    • JRN
    • JRN

  32. USTC Rule 213 Reply to Answer

    By Tax Cowboy,
    • 0 replies
    • 652 views

  33. Declaratory Action bond anouy for appeal from USTC

    By Tax Cowboy,
    • 1 reply
    • 826 views

  34. Diversification at Discretion of Plan Sponsor

    By kmhaab,
    • 1 reply
    • 762 views

  35. Lost out on year of service due to Maternity and FMLA leave

    By Vested1000nork,
    • 1 reply
    • 1.2k views

  36. One-time partial ESOP payout question

    By Steve2023,
    • 2 replies
    • 2k views

  37. Authority on what type of assets plan sponsors use to fund repurchase obligation

    By Tax Cowboy,
    • 5 replies
    • 1.3k views

  38. Original ESOP Loan not paid - audit results in proposed disqualification

    By Tax Cowboy,
    • 4 replies
    • 973 views

  39. How to invest ESOP cash?

    By JimboPColtrane,
    • 1 reply
    • 985 views

  40. ESOP Qualified Appraiser question

    By Tax Cowboy,
    • 4 replies
    • 1.1k views

  41. Comprehensive checklist for reviewing esop clients

    By Tax Cowboy,
    • 5 replies
    • 1.7k views

  42. Adopting pre-approved ESOP document

    By Belgarath,
    • 3 replies
    • 1.1k views

  43. 5500 Schedule I ESOP question

    By Belgarath,
    • 5 replies
    • 2.2k views

  44. Freeze Share Value for Term'd Employees?

    By SadieJane,
    • 11 replies
    • 3.7k views

  45. Installment payments miscounted, is correction necessary?

    By Nate S,   
    • 1 reply
    • 690 views

  46. Retiring shares

    By Belgarath,
    • 5 replies
    • 1.8k views

  47. Distribution Method

    By JimboPColtrane,
    • 3 replies
    • 2.4k views

  48. Preventing Plan disqualification - ESOP 20% Leased Employee Limitation

    By Tax Cowboy,   
    • 3 replies
    • 1.3k views

  49. DOL/EBSA investigation SOL

    By Tax Cowboy,
    • 4 replies
    • 1.5k views

  50. Disqualified persons and family members for 409(p) testing

    By Belgarath,
    • 3 replies
    • 1.5k views
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