Employee Stock Ownership Plans (ESOPs)

1,189 topics in this forum

1. ESOP

   By Guest RetirementConsultant, June 28, 2007
   • 3 replies
   • 2.6k views
   • 
   • BeckyMiller
   • July 2, 2007

2. principal only share release

   By Guest ladycpa2, June 13, 2007
   • 1 reply
   • 2k views
   • 
   • BeckyMiller
   • June 28, 2007

3. Trustee compensation question

   By Guest FAQ, June 15, 2007
   • 2 replies
   • 3.2k views
   • 
   • Guest
   • June 18, 2007

4. ESOP in 401k and get NUA?

   By Guest donmartin, June 14, 2007
   • 1 reply
   • 3.3k views
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   • Guest
   • June 14, 2007

5. ESOP participant ability to sue plan fiduciary

   By Guest SA07, June 12, 2007
   • 8 replies
   • 3.7k views
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   • masteff
   • June 13, 2007

6. PPA and ESOP vesting

   By Guest tmills, June 6, 2007
   • 4 replies
   • 3.8k views
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   • Guest
   • June 13, 2007

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

   By Guest crosseyetester, January 31, 2007
   • 7 replies
   • 2.6k views
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   • Guest
   • June 6, 2007

8. 409(p) testing and deemed owned shares

   By Guest tmills, May 11, 2007
   • 2 replies
   • 3.6k views
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   • Guest
   • May 18, 2007

9. 415 and vesting

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

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

    By Übernerd, April 30, 2007
    • 0 replies
    • 2k views
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    • Übernerd
    • April 30, 2007

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

    By eilano, June 9, 2005
    • 1 reply
    • 3.1k views
    • 
    • CTipper
    • April 26, 2007

12. Timing of Interest Deduction

    By CTipper, April 19, 2007
    • 2 replies
    • 1.6k views
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    • A Shot in the Dark
    • April 23, 2007

13. Pass-through dividends

    By Guest Judy S, April 20, 2007
    • 0 replies
    • 2.2k views
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    • Guest
    • April 20, 2007

14. ESOP repurchase liability

    By Guest cxs, April 19, 2007
    • 1 reply
    • 1.9k views
    • 
    • RLL
    • April 19, 2007

15. Non Elective Safe Harbor and ESOPs

    By CTipper, April 13, 2007
    • 3 replies
    • 2.4k views
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    • Guest
    • April 19, 2007

16. 409(p)

    By CTipper, April 9, 2007
    • 3 replies
    • 2k views
    • 
    • BeckyMiller
    • April 11, 2007

17. Controlled Group ESOP

    By Guest Emiman, June 20, 2006
    • 12 replies
    • 6.6k views
    • 
    • BeckyMiller
    • April 9, 2007

18. Need help understanding allocation of shares of Company Stock

    By jkharvey, October 12, 2005
    • 11 replies
    • 5.7k views
    • 
    • BeckyMiller
    • April 9, 2007

19. Required tax payments for fiscal year S Corporation ESOP

    By Guest ladycpa2, March 8, 2007
    • 3 replies
    • 4.1k views
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    • Guest
    • March 15, 2007

20. ESOP holding "marketable obligations"

    By lexi, March 7, 2007
    • 0 replies
    • 2.1k views
    • 
    • lexi
    • March 7, 2007

21. Assets transferred from 401(k) to ESOP

    By Guest MC2, March 5, 2007
    • 3 replies
    • 2.2k views
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    • Guest
    • March 6, 2007

22. S-Corp and ESOP

    By Belgarath, January 31, 2007
    • 6 replies
    • 3.3k views
    • 
    • Belgarath
    • February 22, 2007

23. Plan termination with outstanding loan

    By Guest Lawrenceg, February 20, 2007
    • 1 reply
    • 1.7k views
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    • RLL
    • February 22, 2007

24. Nonleveraged ESOP, 409(n) question

    By JRN, February 13, 2007
    • 5 replies
    • 3.2k views
    • 
    • JRN
    • February 14, 2007

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

    By Guest crosseyetester, February 5, 2007
    • 2 replies
    • 1.6k views
    • 
    • namealreadyinuse
    • February 6, 2007

26. Left company 5 months before buyout of ESOP

    By Guest esopin, January 24, 2007
    • 1 reply
    • 2.4k views
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    • stephen
    • January 24, 2007

27. EGTRRA

    By nancy, December 11, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 19, 2007

28. Dividends and fair market value test

    By Guest tmills, January 19, 2007
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • January 19, 2007

29. date for conducting ADP/ACP testing

    By lexi, January 16, 2007
    • 8 replies
    • 3.3k views
    • 
    • lexi
    • January 19, 2007

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

    By Guest Mr. Joseph, November 27, 2006
    • 2 replies
    • 2.3k views
    • 
    • BeckyMiller
    • January 10, 2007

31. Suspense accounts--can you confirm?

    By lexi, January 3, 2007
    • 5 replies
    • 5.6k views
    • 
    • BeckyMiller
    • January 10, 2007

32. ESOP Questions Company Bought Out

    By Guest catdjc123, January 5, 2007
    • 7 replies
    • 28.4k views
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    • BeckyMiller
    • January 10, 2007

33. ESOP for an LLC?

    By Guest mbg76, December 19, 2006
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • December 19, 2006

34. Employer wants to buy shares from the ESOP

    By jkharvey, December 12, 2006
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • December 12, 2006

35. Forgotten S-corp ESOP

    By Guest Phil Schwartz, December 11, 2006
    • 1 reply
    • 1.8k views
    • 
    • namealreadyinuse
    • December 12, 2006

36. "moving" ESOP

    By lexi, December 5, 2006
    • 1 reply
    • 2.6k views
    • 
    • QDROphile
    • December 7, 2006

37. Back up withholding on pass through dividends

    By Guest P A Weick, February 28, 2001
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • November 28, 2006

38. Stock Ownership

    By mlp0816, November 21, 2006
    • 4 replies
    • 2.4k views
    • 
    • A Shot in the Dark
    • November 27, 2006

39. 25% owner and nonallocation period

    By Guest dlm, November 25, 2006
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 25, 2006

40. diversification

    By Guest PAUL DUGAN, November 12, 2006
    • 2 replies
    • 2.2k views
    • 
    • AndyH
    • November 13, 2006

41. ESOP FORFEITURES

    By Guest thesop, November 4, 2006
    • 1 reply
    • 4.6k views
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    • stephen
    • November 6, 2006

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

    By katieinny, November 2, 2006
    • 12 replies
    • 3k views
    • 
    • katieinny
    • November 3, 2006

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

    By Guest xtremehabits, November 2, 2006
    • 5 replies
    • 4.3k views
    • 
    • Guest
    • November 2, 2006

44. Diversification Notice

    By J2D2, October 26, 2006
    • 1 reply
    • 2.1k views
    • 
    • J2D2
    • October 31, 2006

45. Canadian subsidiary

    By lexi, October 6, 2006
    • 1 reply
    • 2k views
    • 
    • BeckyMiller
    • October 14, 2006

46. Employer Purchase of Stock from the ESOP

    By Guest cphcs, October 5, 2006
    • 1 reply
    • 2k views
    • 
    • RLL
    • October 5, 2006

47. Repurchase of stock

    By Guest Karen M, September 14, 2006
    • 4 replies
    • 2.9k views
    • 
    • stephen
    • September 15, 2006

48. Early Diversification?

    By TBob, September 5, 2006
    • 1 reply
    • 2.2k views
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    • RLL
    • September 5, 2006

49. ESOP Attorney

    By Guest johnmarg, August 22, 2006
    • 10 replies
    • 6.2k views
    • 
    • Kirk Maldonado
    • August 24, 2006

50. 409(p) and family

    By Guest tmills, June 27, 2006
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • July 14, 2006