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Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

  1. ERSOPS

    By Guest mikeymo,
    • 43 replies
    • 16.2k views

  2. Ex employees and company stock

    By Richard Anderson,
    • 32 replies
    • 11.5k views
    • RLL
    • RLL

  3. ESOP and Change in Distribution Policy After Required Forms Signed/Completed/Submitted

    By Guest Grecco,
    • 26 replies
    • 11.1k views
    • Guest
    • Guest

  4. Convert 401 to ESOP to get 404(k) deduction

    By Guest Rudy,
    • 25 replies
    • 7.9k views
    • RLL
    • RLL

  5. Purchasing stock - timing, etc.

    By Belgarath,
    • 22 replies
    • 3.6k views

  6. Employer overpaid $6000 on ESOP distribution that I rolled to IRA

    By joshgoldeneagle,   
    • 18 replies
    • 5.3k views
    • GMK
    • GMK

  7. Distributions where share price has dropped

    By Belgarath,
    • 17 replies
    • 4.3k views

  8. Securities law & registration exemptions - 1042 sales

    By Dawn Hafner,
    • 16 replies
    • 3.9k views

  9. Fiduciary liability; in the ESOP plan document, the employer is the Pl

    By Guest Jim Vogl,
    • 16 replies
    • 3k views

  10. Stock Appreciation rights program with ESOP

    By Belgarath,
    • 15 replies
    • 3k views

  11. Termination of Leveraged ESOP before the loan is paid off.

    By Tot,
    • 15 replies
    • 8.8k views

  12. ESOP does not have cash to pay participants

    By Lori H,
    • 15 replies
    • 4.2k views

  13. valuation of closely held stock in ESOP

    By k man,
    • 15 replies
    • 4.9k views

  14. Anybody know of anything precedential re meaning of 10 years of partic

    By Dave Baker,
    • 15 replies
    • 4k views
    • RLL
    • RLL

  15. Termination of an ESOP / Valuation of shares in the ESOP, how this should be determined?

    By eglynn,
    • 15 replies
    • 7k views

  16. Questions to ask when terminating a non leveraged ESOP?

    By kwalified,
    • 14 replies
    • 4.3k views

  17. Prepayment of Loan - Reg. 54.4975-7(b)(5) Limitations

    By Yesrod5,
    • 14 replies
    • 7.5k views

  18. ESOP - 4 years and no appraisal or stock purchase

    By Guest rhkesop,
    • 13 replies
    • 5.1k views

  19. Section 1042 prohibited allocations and "recycled" shares

    By Guest Doug Johnston,
    • 13 replies
    • 4.3k views
    • RLL
    • RLL

  20. Can a company modify their ESOP bylaws to avoid paying out ESOP distributions to employees who have left the company to work for a direct competitor?

    By associate456,
    • 13 replies
    • 3k views

  21. TPA reluctant to provide information regarding ownership of ER stock

    By katieinny,
    • 12 replies
    • 2.5k views

  22. Transaction between ESOP Company and party in interest

    By Tot,
    • 12 replies
    • 2.4k views

  23. Frozen ESOP question

    By bkidd,
    • 12 replies
    • 3.1k views

  24. Controlled Group ESOP

    By Guest Emiman,
    • 12 replies
    • 5.8k views

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

    By Nate S,   
    • 12 replies
    • 1.6k views

  26. ESOP plan termination

    By PS,
    • 12 replies
    • 2.1k views
    • PS
    • PS

  27. Primarily invested in stock

    By Tom Poje,
    • 12 replies
    • 5.8k views
    • Guest
    • Guest

  28. Can a distribution withhold 30%?

    By Lori H,
    • 12 replies
    • 2.1k views

  29. ESOPs - Contributions of Employer Stock

    By Guest Eprail,
    • 12 replies
    • 3.1k views

  30. Best distribution option for a company that does not have enough cash to pay

    By Guest sugar daddy,
    • 11 replies
    • 2.2k views
    • Guest
    • Guest

  31. Freeze Share Value for Term'd Employees?

    By SadieJane,
    • 11 replies
    • 3.2k views

  32. 5% ownership rule

    By Marshall Vass,
    • 11 replies
    • 3.2k views

  33. Exempt Loan v. Permissible Other Loan

    By Tot,
    • 11 replies
    • 5.7k views
    • Tot
    • Tot

  34. Need help understanding allocation of shares of Company Stock

    By jkharvey,
    • 11 replies
    • 4.7k views

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

    By Disgruntled,   
    • 11 replies
    • 4.1k views

  36. Plan buy-back of ESOP shares

    By Dennis G.,
    • 11 replies
    • 2.9k views

  37. Suspicious about BIG loss in value

    By Guest Relsom,
    • 11 replies
    • 4.6k views
    • RLL
    • RLL

  38. Board of Directors benefits

    By Guest jimmus,
    • 10 replies
    • 4.8k views
    • Guest
    • Guest

  39. Retiring - Are ESOP shares undervalued?

    By I need help,   
    • 10 replies
    • 2.1k views

  40. ESOP is our ONLY retirement plan? Is that crazy?

    By Guest jw112098,
    • 10 replies
    • 3.8k views

  41. Distribution timing after termination of ESOP

    By Mumen-Rider,
    • 10 replies
    • 4.9k views

  42. ESOP Attorney

    By Guest johnmarg,
    • 10 replies
    • 5.6k views

  43. ESOP diversification transfer to 401(k) Plan

    By AJ North,
    • 10 replies
    • 9k views

  44. ESOPs and Controlled Groups

    By JustMe,
    • 10 replies
    • 2.6k views

  45. ESOPs

    By Guest jcr,
    • 10 replies
    • 2.6k views
    • Guest
    • Guest

  46. termination of (k) portion of KSOP prior to corporate merger

    By EGB,
    • 10 replies
    • 3.6k views

  47. Leveraged ESOP

    By Tom Poje,
    • 10 replies
    • 3.5k views
    • Guest
    • Guest

  48. Info on ESOP Investigation by DOL

    By Guest brettc,   
    • 10 replies
    • 4.7k views

  49. ESOP Annual Additions Value Reporting: At contribution date or allocat

    By Guest gkaley,
    • 10 replies
    • 2.8k views
    • RLL
    • RLL

  50. Does the ESOP Have Pay for Legal Support or Can that be Paid for by the Company?

    By redrobin,   
    • 9 replies
    • 2.1k views
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