Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Conversion of 401(k) Plan to KSOP

   By Guest t936, December 17, 2001
   • 1 reply
   • 1.7k views
   • 
   • RLL
   • December 20, 2001

2. Lost ESOP

   By Guest jfreeborn, September 3, 2010
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • September 3, 2010

3. ESOP Contributions

   By Guest q, May 25, 1999
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • May 25, 1999

4. Establishing an ESOP

   By Guest SCUDDESLER, September 17, 2002
   • 1 reply
   • 1.7k views
   • 
   • RLL
   • September 17, 2002

5. What to do when employee entitled to distribution and diversification

   By Guest tldresch, June 25, 2002
   • 3 replies
   • 1.7k views
   • 
   • RLL
   • June 27, 2002

6. Participant pass-through voting rights can change after loan is paid o

   By Guest LDH1, March 7, 2000
   • 1 reply
   • 1.7k views
   • 
   • RLL
   • March 8, 2000

7. Basic ESOP Allocation Questoin

   By Lori Foresz, April 15, 2004
   • 2 replies
   • 1.7k views
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   • Lori Foresz
   • April 15, 2004

8. public charity & S-Corp Stock

   By eilano, June 10, 2002
   • 1 reply
   • 1.7k views
   • 
   • IRC401
   • June 13, 2002

9. esops and income tax

   By Guest Angie Horn, September 25, 1999
   • 1 reply
   • 1.7k views
   • 
   • RLL
   • September 28, 1999

10. Post-Termination RMD Obligations

    By Guest ebenny, November 26, 2012
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • November 26, 2012

11. How is employer stock handled in a 401(k) takeover of a publicly trade

    By Guest soup, July 5, 2000
    • 2 replies
    • 1.7k views
    • 
    • pjkoehler
    • July 6, 2000

12. esops and estate planning

    By Guest Angie Horn, September 25, 1999
    • 4 replies
    • 1.7k views
    • 
    • Bruce Steiner
    • October 17, 1999

13. Shares valued on a minority or control basis

    By Guest John Nelson, January 15, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 16, 2003

14. ESOP Balance Restoration Timing

    By CDL, April 8, 2021   

    • restoration
    • restore
    • (and 2 more)

      Tagged with:

      • restoration
      • restore
      • forfeiture
      • forfeited
    • 1 reply
    • 1.7k views
    • 
    • ESOP Guy
    • April 8, 2021

15. reporting dividend distribution to S-Shareholders

    By k man, August 15, 2005
    • 2 replies
    • 1.7k views
    • 
    • BeckyMiller
    • September 1, 2005

16. Diversification

    By stephen, March 28, 2002
    • 1 reply
    • 1.7k views
    • 
    • BeckyMiller
    • March 28, 2002

17. Ex Employees and Company Stock

    By Guest KLCarter, May 2, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 3, 2006

18. User Fee for IRS Determination Letter

    By JRN, December 20, 2011
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • December 20, 2011

19. Dividend deduction

    By Guest ladycpa, December 31, 2002
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • January 3, 2003

20. ESOPs and 404(c)

    By Guest T-BONE, September 21, 2004
    • 1 reply
    • 1.7k views
    • 
    • BeckyMiller
    • September 21, 2004

21. Distribution policy

    By Guest JM123, September 7, 2010
    • 2 replies
    • 1.7k views
    • 
    • RLL
    • September 8, 2010

22. Reimbursement for expenses of establishing and administering plan 409(i)

    By jstorch, January 14, 2009
    • 3 replies
    • 1.7k views
    • 
    • RLL
    • January 15, 2009

23. Diversification Requirements

    By Guest JBDixon, June 22, 1999
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • June 22, 1999

24. Estate plan valuation vs. ESOP valuation

    By Guest kbutcher, August 11, 2000
    • 1 reply
    • 1.7k views
    • 
    • IRC401
    • August 13, 2000

25. QDRO and Diversification

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

26. American Job Creation Act and S-Corporation distributions on allocated shares to pay debt

    By Guest ESOP Guru, February 9, 2005
    • 5 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • February 11, 2005

27. Does years of credited service equal years of participation for divers

    By Guest DDB, April 21, 2000
    • 1 reply
    • 1.7k views
    • 
    • RLL
    • April 22, 2000

28. I was not given an Individual Benefit Statement.

    By Guest Blowout, October 21, 1999
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • October 21, 1999

29. Prepaid Forward Contracts

    By Guest howe0144, November 7, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 7, 2001

30. Diversification upon plan reentry after a normal retirement age distri

    By KJohnson, June 27, 2000
    • 4 replies
    • 1.6k views
    • 
    • RLL
    • June 28, 2000

31. May the second put period valuation be waived?

    By Guest HIPAAdrome, April 10, 2000
    • 3 replies
    • 1.6k views
    • 
    • RLL
    • April 11, 2000

32. Are "Profits Interests" Synthetic Equity

    By ERISA-Bubs, June 17, 2016
    • 2 replies
    • 1.6k views
    • 
    • Griswold
    • June 20, 2016

33. Plan (ESOP) diversification error

    By Belgarath, May 27, 2020
    • 9 replies
    • 1.6k views
    • 
    • Degrand
    • July 31, 2020

34. May Qualified Election Period be extended?

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

35. Retiring shares

    By Belgarath, December 12, 2022
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • December 13, 2022

36. What to show on 5500C/R financials

    By Guest ksumner, August 26, 1999
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • August 27, 1999

37. ESOP Catchup Contributions?

    By Guest HarveyC, August 20, 2005
    • 1 reply
    • 1.6k views
    • 
    • stephen
    • August 22, 2005

38. Repurchase ESOP stock into Treasury

    By Guest jeffline, October 29, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 29, 2002

39. Benefit Bifurcation

    By Guest Grumbles, November 16, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 18, 2009

40. Asset sale with Leverage Esop

    By Lori Foresz, July 21, 2004
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • July 30, 2004

41. Where can I find a comprehensive reference on EOSPs?

    By Guest Paul Ferguson, May 11, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 12, 2001

42. ESOP books

    By Guest Tennisboy27, May 4, 2011
    • 2 replies
    • 1.6k views
    • 
    • ESOP Guy
    • May 4, 2011

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

    By Nate S, August 28, 2024   

    • esop
    • diversification
    • (and 1 more)

      Tagged with:

      • esop
      • diversification
      • m&a
    • 12 replies
    • 1.6k views
    • 
    • EBECatty
    • August 30, 2024

44. leveraged ESOP and filling out schedule I

    By Guest, October 9, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 13, 2000

45. ESOPs for Plan Administrators, 1st edition

    By Belgarath, November 18, 2014
    • 3 replies
    • 1.6k views
    • 
    • Belgarath
    • March 18, 2015

46. GE not an American corporation?

    By Guest Vladimir M, March 1, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 1, 2001

47. Estate rights to stock owned in joint property country

    By Guest MSCTRS, April 10, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • April 11, 2005

48. Stock Bonus Plan- reallocation of employer securities

    By Guest zvillacorta, December 27, 2000
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • December 28, 2000

49. ESOP Transaction Documentation

    By Guest cicday, October 13, 2005
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • October 14, 2005

50. ESOP Section 1042 Question

    By Guest svatty, August 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • August 14, 2001