Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Employer Penalties

   By Guest cnelson4780, January 21, 2008
   • 2 replies
   • 1.3k views
   • 
   • J Simmons
   • January 21, 2008

2. Buy Sell as Synthetic Equity

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

3. Forfeitures and 415

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

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

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

5. ESOP & 401(K)

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

6. ESOP with LLC taxed as a Partnership

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

7. 415 limits

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

8. form 5330

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

9. KSOP Safe Harbor

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

10. S Corp ESOP

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

11. Non leverage ESOP contributions

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

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

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

13. newbe on esop help please

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

14. 409(n) Prohibited Allocation

    By JRN, October 9, 2007
    • 1 reply
    • 3k views
    • 
    • RLL
    • October 9, 2007

15. Stock Options

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

16. ESOP & Bankruptcy

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

17. QDRO and Diversification

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

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

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

19. ESPP question

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

20. ESOP & Divorcing with a QDRO

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

21. ESOP to 401K, Choice?

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

22. ESOP non leveraged stock

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

23. Hardship Distribution from ESOP

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

24. ESOP Stock Distribution

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

25. Rollovers of distributions from ESOPs?

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

26. 404 and 415

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

27. sample financial statement for esop with 401k

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

28. Disqualifed Persons

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

29. Taxability of Employer Stock in nonqualified plans

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

30. 404(k) - How to satisfy fmv of allocated dividends?

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

31. S-Corp ESOP with Call Option

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

32. ESOP

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

33. Trustee compensation question

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

34. ESOP in 401k and get NUA?

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

35. principal only share release

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

36. ESOP participant ability to sue plan fiduciary

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

37. PPA and ESOP vesting

    By Guest tmills, June 6, 2007
    • 4 replies
    • 3.6k views
    • 
    • Guest
    • June 13, 2007

38. 409(p) testing and deemed owned shares

    By Guest tmills, May 11, 2007
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • May 18, 2007

39. S-Corp ESOP Distribution - "Immediate Put"?

    By Übernerd, April 30, 2007
    • 0 replies
    • 1.8k views
    • 
    • Übernerd
    • April 30, 2007

40. Pass-through dividends

    By Guest Judy S, April 20, 2007
    • 0 replies
    • 2k views
    • 
    • Guest
    • April 20, 2007

41. ESOP repurchase liability

    By Guest cxs, April 19, 2007
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • April 19, 2007

42. Timing of Interest Deduction

    By CTipper, April 19, 2007
    • 2 replies
    • 1.4k views
    • 
    • A Shot in the Dark
    • April 23, 2007

43. Non Elective Safe Harbor and ESOPs

    By CTipper, April 13, 2007
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 19, 2007

44. 415 and vesting

    By CTipper, April 13, 2007
    • 7 replies
    • 5.5k views
    • 
    • Guest
    • May 16, 2007

45. 409(p)

    By CTipper, April 9, 2007
    • 3 replies
    • 1.7k views
    • 
    • BeckyMiller
    • April 11, 2007

46. Required tax payments for fiscal year S Corporation ESOP

    By Guest ladycpa2, March 8, 2007
    • 3 replies
    • 3.8k views
    • 
    • Guest
    • March 15, 2007

47. ESOP holding "marketable obligations"

    By lexi, March 7, 2007
    • 0 replies
    • 1.9k views
    • 
    • lexi
    • March 7, 2007

48. Assets transferred from 401(k) to ESOP

    By Guest MC2, March 5, 2007
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 6, 2007

49. What can ESOPs do with corporate distributions?

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

50. Candaian EE in a US ESOP?

    By lexi, February 26, 2007
    • 6 replies
    • 4.7k views
    • 
    • RLL
    • September 2, 2008