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Employee Stock Ownership Plans (ESOPs)

1,188 topics in this forum

  1. principal only share release

    By Guest ladycpa2,
    • 1 reply
    • 1.9k views

  2. Trustee compensation question

    By Guest FAQ,
    • 2 replies
    • 3k views
    • Guest
    • Guest

  3. ESOP in 401k and get NUA?

    By Guest donmartin,
    • 1 reply
    • 3.2k views
    • Guest
    • Guest

  4. ESOP participant ability to sue plan fiduciary

    By Guest SA07,
    • 8 replies
    • 3.5k views

  5. PPA and ESOP vesting

    By Guest tmills,
    • 4 replies
    • 3.8k views
    • Guest
    • Guest

  6. Diversification when share value/allocation done after 6/30

    By Guest crosseyetester,
    • 7 replies
    • 2.3k views
    • Guest
    • Guest

  7. 409(p) testing and deemed owned shares

    By Guest tmills,
    • 2 replies
    • 3.5k views
    • Guest
    • Guest

  8. 415 and vesting

    By CTipper,
    • 7 replies
    • 6.8k views
    • Guest
    • Guest

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

    By Übernerd,
    • 0 replies
    • 1.9k views

  10. Cross-tested 401(k) Plan and ESOP

    By eilano,
    • 1 reply
    • 3k views

  11. Timing of Interest Deduction

    By CTipper,
    • 2 replies
    • 1.6k views

  12. Pass-through dividends

    By Guest Judy S,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  13. ESOP repurchase liability

    By Guest cxs,
    • 1 reply
    • 1.8k views
    • RLL
    • RLL

  14. Non Elective Safe Harbor and ESOPs

    By CTipper,
    • 3 replies
    • 2.3k views
    • Guest
    • Guest

  15. 409(p)

    By CTipper,
    • 3 replies
    • 1.9k views

  16. Controlled Group ESOP

    By Guest Emiman,
    • 12 replies
    • 6.4k views

  17. Need help understanding allocation of shares of Company Stock

    By jkharvey,
    • 11 replies
    • 5.4k views

  18. Required tax payments for fiscal year S Corporation ESOP

    By Guest ladycpa2,
    • 3 replies
    • 4k views
    • Guest
    • Guest

  19. ESOP holding "marketable obligations"

    By lexi,
    • 0 replies
    • 2k views

  20. Assets transferred from 401(k) to ESOP

    By Guest MC2,
    • 3 replies
    • 2.2k views
    • Guest
    • Guest

  21. S-Corp and ESOP

    By Belgarath,
    • 6 replies
    • 3.1k views

  22. Plan termination with outstanding loan

    By Guest Lawrenceg,
    • 1 reply
    • 1.6k views
    • RLL
    • RLL

  23. Nonleveraged ESOP, 409(n) question

    By JRN,
    • 5 replies
    • 3k views
    • JRN
    • JRN

  24. Stock value is $0, can shares be redeemed for $500 without discrimination?

    By Guest crosseyetester,
    • 2 replies
    • 1.5k views

  25. Left company 5 months before buyout of ESOP

    By Guest esopin,
    • 1 reply
    • 2.3k views

  26. EGTRRA

    By nancy,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  27. Dividends and fair market value test

    By Guest tmills,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  28. date for conducting ADP/ACP testing

    By lexi,
    • 8 replies
    • 3.1k views

  29. M&A transaction -- Buyer's ESOP

    By Guest Mr. Joseph,
    • 2 replies
    • 2.2k views

  30. Suspense accounts--can you confirm?

    By lexi,
    • 5 replies
    • 5.3k views

  31. ESOP Questions Company Bought Out

    By Guest catdjc123,
    • 7 replies
    • 28.1k views

  32. ESOP for an LLC?

    By Guest mbg76,
    • 0 replies
    • 2.4k views
    • Guest
    • Guest

  33. Employer wants to buy shares from the ESOP

    By jkharvey,
    • 1 reply
    • 1.7k views

  34. Forgotten S-corp ESOP

    By Guest Phil Schwartz,
    • 1 reply
    • 1.7k views

  35. "moving" ESOP

    By lexi,
    • 1 reply
    • 2.5k views

  36. Back up withholding on pass through dividends

    By Guest P A Weick,
    • 2 replies
    • 4.1k views
    • Guest
    • Guest

  37. Stock Ownership

    By mlp0816,
    • 4 replies
    • 2.1k views

  38. 25% owner and nonallocation period

    By Guest dlm,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  39. diversification

    By Guest PAUL DUGAN,
    • 2 replies
    • 2k views

  40. ESOP FORFEITURES

    By Guest thesop,
    • 1 reply
    • 4.4k views

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

    By katieinny,
    • 12 replies
    • 2.7k views

  42. Required timing of transfer ESOP with 401k Provisions (KSOP) to ex-employees

    By Guest xtremehabits,
    • 5 replies
    • 4.2k views
    • Guest
    • Guest

  43. Diversification Notice

    By J2D2,
    • 1 reply
    • 1.9k views

  44. Canadian subsidiary

    By lexi,
    • 1 reply
    • 1.9k views

  45. Employer Purchase of Stock from the ESOP

    By Guest cphcs,
    • 1 reply
    • 1.9k views
    • RLL
    • RLL

  46. Repurchase of stock

    By Guest Karen M,
    • 4 replies
    • 2.8k views

  47. Early Diversification?

    By TBob,
    • 1 reply
    • 2.1k views
    • RLL
    • RLL

  48. ESOP Attorney

    By Guest johnmarg,
    • 10 replies
    • 6k views

  49. 409(p) and family

    By Guest tmills,
    • 2 replies
    • 3.1k views
    • Guest
    • Guest

  50. Cash vs Stock

    By Jilliandiz,
    • 3 replies
    • 2.1k views
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