Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

1. Types of ESOP distributions

   By Guest bdemalignon, April 3, 2008
   • 5 replies
   • 3.2k views
   • 
   • GMK
   • April 7, 2008

2. May Qualified Election Period be extended?

   By Trekker, March 21, 2008
   • 2 replies
   • 1.6k views
   • 
   • QDROphile
   • March 21, 2008

3. Use of ESOP stock for safe harbor 401(k) contributions

   By Guest Janet VanAlsten, April 26, 2000
   • 3 replies
   • 2.8k views
   • 
   • RLL
   • March 21, 2008

4. distribution concerns

   By Guest dsprague, March 15, 2008
   • 1 reply
   • 2.3k views
   • 
   • GMK
   • March 17, 2008

5. Employees Paying Cost of an ESOP

   By Guest CudaLarry, March 11, 2008
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 11, 2008

6. Dividends used to pay ESOP loan

   By Guest John Nelson, March 11, 2008
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • March 11, 2008

7. 409(p) failure

   By Guest mickiemurphy, March 5, 2008
   • 4 replies
   • 3.8k views
   • 
   • BeckyMiller
   • March 11, 2008

8. Voting shares in the suspense account

   By katieinny, February 22, 2008
   • 9 replies
   • 6.3k views
   • 
   • Peter Gulia
   • February 27, 2008

9. PPA regarding Investment diversification

   By Guest LSULLIVAN, February 12, 2008
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • February 19, 2008

10. Annual Valuation

    By IRA, January 28, 2008
    • 5 replies
    • 3.1k views
    • 
    • IRA
    • January 28, 2008

11. Automatic Cash Out in ESOP

    By Guest jolie1, January 24, 2008
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • January 24, 2008

12. the ESOP Trust...sry new to this

    By Guest cnelson4780, January 21, 2008
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • January 22, 2008

13. Employer Penalties

    By Guest cnelson4780, January 21, 2008
    • 2 replies
    • 1.4k views
    • 
    • J Simmons
    • January 21, 2008

14. Buy Sell as Synthetic Equity

    By Guest Mickey Maier, January 4, 2008
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • January 5, 2008

15. Forfeitures and 415

    By Guest tmills, December 19, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 21, 2007

16. What does Code Section 409(o)(1)(C) really mean?

    By LIBERTYKID, December 18, 2007
    • 1 reply
    • 3.2k views
    • 
    • RLL
    • December 18, 2007

17. ESOP & 401(K)

    By Guest sgl, December 17, 2007
    • 1 reply
    • 2k views
    • 
    • A Shot in the Dark
    • December 17, 2007

18. S-Corp ESOP with Call Option

    By Just Me, June 28, 2007
    • 3 replies
    • 2.8k views
    • 
    • BeckyMiller
    • December 12, 2007

19. Non leverage ESOP contributions

    By Guest natasa, November 6, 2007
    • 1 reply
    • 1.7k views
    • 
    • BeckyMiller
    • December 12, 2007

20. ESOP with LLC taxed as a Partnership

    By Guest BM-VFCC, November 28, 2007
    • 1 reply
    • 3.3k views
    • 
    • RLL
    • November 28, 2007

21. 415 limits

    By Tom Poje, November 21, 2007
    • 1 reply
    • 5.2k views
    • 
    • stephen
    • November 27, 2007

22. S Corp ESOP

    By Lori H, November 12, 2007
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • November 20, 2007

23. form 5330

    By Guest gnappi, November 19, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 19, 2007

24. KSOP Safe Harbor

    By Guest lgm, November 14, 2007
    • 3 replies
    • 2.3k views
    • 
    • QDROphile
    • November 14, 2007

25. Changing a 401(k) plan to an ESOP

    By LIBERTYKID, November 2, 2007
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • November 2, 2007

26. ESOP & Bankruptcy

    By Guest Benefitsrock, October 2, 2007
    • 1 reply
    • 3.4k views
    • 
    • Guest
    • October 29, 2007

27. newbe on esop help please

    By Guest arymer562@yahoo.com, October 12, 2007
    • 2 replies
    • 2.4k views
    • 
    • QDROphile
    • October 14, 2007

28. 409(n) Prohibited Allocation

    By JRN, October 9, 2007
    • 1 reply
    • 3.1k views
    • 
    • RLL
    • October 9, 2007

29. Stock Options

    By leevena, October 5, 2007
    • 4 replies
    • 2.4k views
    • 
    • leevena
    • October 5, 2007

30. QDRO and Diversification

    By Guest mbw, September 25, 2007
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 25, 2007

31. employee terminates, paid out, rehired part time?

    By Lori H, September 19, 2007
    • 2 replies
    • 1.7k views
    • 
    • Lori H
    • September 19, 2007

32. ESPP question

    By lexi, September 19, 2007
    • 0 replies
    • 1.5k views
    • 
    • lexi
    • September 19, 2007

33. Compliance Testing

    By Jilliandiz, October 20, 2005
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • September 13, 2007

34. ESOP non leveraged stock

    By Guest jwill, August 29, 2007
    • 7 replies
    • 2.5k views
    • 
    • BeckyMiller
    • September 6, 2007

35. ESOP & Divorcing with a QDRO

    By Guest jeafra7, September 5, 2007
    • 3 replies
    • 16.8k views
    • 
    • BeckyMiller
    • September 6, 2007

36. ESOP to 401K, Choice?

    By Guest skv7, August 31, 2007
    • 4 replies
    • 3.2k views
    • 
    • masteff
    • September 1, 2007

37. Hardship Distribution from ESOP

    By Guest hami8859, August 28, 2007
    • 1 reply
    • 2.1k views
    • 
    • masteff
    • August 28, 2007

38. ESOP Stock Distribution

    By Jilliandiz, August 22, 2007
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 23, 2007

39. Rollovers of distributions from ESOPs?

    By Guest MikeD, August 10, 2007
    • 3 replies
    • 2.5k views
    • 
    • RLL
    • August 16, 2007

40. 404 and 415

    By Guest tmills, August 7, 2007
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 10, 2007

41. sample financial statement for esop with 401k

    By Guest Lil Anderson, July 31, 2007
    • 0 replies
    • 4.4k views
    • 
    • Guest
    • July 31, 2007

42. Disqualifed Persons

    By Jilliandiz, July 18, 2007
    • 1 reply
    • 1.8k views
    • 
    • stephen
    • July 18, 2007

43. 404(k) - How to satisfy fmv of allocated dividends?

    By Guest crosseyetester, July 13, 2007
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • July 16, 2007

44. Taxability of Employer Stock in nonqualified plans

    By Guest JPG, July 13, 2007
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • July 14, 2007

45. What can ESOPs do with corporate distributions?

    By lexi, March 2, 2007
    • 3 replies
    • 2.2k views
    • 
    • BeckyMiller
    • July 6, 2007

46. ESOP

    By Guest RetirementConsultant, June 28, 2007
    • 3 replies
    • 2.3k views
    • 
    • BeckyMiller
    • July 2, 2007

47. principal only share release

    By Guest ladycpa2, June 13, 2007
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • June 28, 2007

48. Trustee compensation question

    By Guest FAQ, June 15, 2007
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • June 18, 2007

49. ESOP in 401k and get NUA?

    By Guest donmartin, June 14, 2007
    • 1 reply
    • 3k views
    • 
    • Guest
    • June 14, 2007

50. ESOP participant ability to sue plan fiduciary

    By Guest SA07, June 12, 2007
    • 8 replies
    • 3.3k views
    • 
    • masteff
    • June 13, 2007