Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. In-service Distributions

   By Guest amboyd, March 27, 2003
   • 3 replies
   • 2.4k views
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   • RLL
   • March 28, 2003

2. Stock Dividend in KSOP

   By nancy, March 18, 2003
   • 1 reply
   • 2.2k views
   • 
   • QDROphile
   • March 18, 2003

3. ESOP: Segregation of accounts

   By Guest John Nelson, March 17, 2003
   • 4 replies
   • 5.6k views
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   • Kirk Maldonado
   • April 18, 2003

4. ESOP software

   By Guest Karens, March 7, 2003
   • 2 replies
   • 2.1k views
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   • Guest
   • March 18, 2003

5. ESOP Diversification/Valuation

   By Guest ladler, March 3, 2003
   • 2 replies
   • 1.3k views
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   • Guest
   • March 4, 2003

6. Diversification and Qualified Election Period when ESOP started new co

   By Guest crosseyedtester, March 1, 2003
   • 2 replies
   • 1.2k views
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   • Guest
   • March 18, 2003

7. Coordination of Closing and Valuation

   By Guest Babs, February 26, 2003
   • 1 reply
   • 1.1k views
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   • RLL
   • February 26, 2003

8. ESOP Stock Purchase

   By Guest Babs, February 25, 2003
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • March 28, 2004

9. Employer Securities Defined

   By Guest GBMcGrath, February 18, 2003
   • 4 replies
   • 1.5k views
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   • jpod
   • February 18, 2003

10. "Designed to invest primarily"

    By Guest gaham, February 7, 2003
    • 3 replies
    • 1.4k views
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    • Kirk Maldonado
    • February 8, 2003

11. Delays in GUST determination letters on combined money purchase stock

    By KJohnson, February 5, 2003
    • 1 reply
    • 1.3k views
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    • QDROphile
    • February 6, 2003

12. Minority discounts for ESOPs

    By Guest newbe, February 3, 2003
    • 0 replies
    • 1.6k views
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    • Guest
    • February 3, 2003

13. ESOP seminars for attorneys?

    By Guest mab, January 31, 2003
    • 2 replies
    • 1.2k views
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    • RLL
    • January 31, 2003

14. Rabbi Trust and 1042

    By Guest attypa, January 24, 2003
    • 3 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • January 27, 2003

15. 411(d)(6)

    By Guest ptpnthr, January 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • January 22, 2003

16. Taxation of Net Unrealized Appreciation

    By Guest ptpnthr, January 16, 2003
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • January 16, 2003

17. Shares valued on a minority or control basis

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

18. appropriate to use same valuation firm for minority ESOP shareholders

    By EGB, January 2, 2003
    • 5 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • January 6, 2003

19. Dividend deduction

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

20. Employees in two different ESOPs that are members of a controlled grou

    By Guest SRH, December 31, 2002
    • 1 reply
    • 998 views
    • 
    • RLL
    • December 31, 2002

21. ESOPs -- pass through merger consideration election

    By Guest walker, December 17, 2002
    • 1 reply
    • 992 views
    • 
    • RLL
    • December 18, 2002

22. ESOP Distribution and Taxes

    By Guest Marcus Burns, December 10, 2002
    • 2 replies
    • 2.4k views
    • 
    • QDROphile
    • December 13, 2002

23. Diversify, Yes or No! It's got me crazy!!!!!!!

    By Guest Troubles, December 6, 2002
    • 3 replies
    • 1.5k views
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    • QDROphile
    • December 6, 2002

24. stock acquisition

    By Guest mab, December 3, 2002
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • December 13, 2002

25. Distribution from ESOP

    By MarZDoates, December 3, 2002
    • 1 reply
    • 1.5k views
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    • QDROphile
    • December 3, 2002

26. ESOPs & Diversification

    By Guest crs, December 3, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • December 3, 2002

27. ESOP's and 125 plans

    By Guest bosco, November 26, 2002
    • 1 reply
    • 1.9k views
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    • BeckyMiller
    • December 13, 2002

28. Es0-

    By Guest fwreece, November 21, 2002
    • 0 replies
    • 1.1k views
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    • Guest
    • November 21, 2002

29. ESOP Diversification Method Change

    By Guest bbabcock, November 18, 2002
    • 0 replies
    • 1.1k views
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    • Guest
    • November 18, 2002

30. 401(k) plan - amended to take 404(k) dividend deduction.

    By Guest jvanheyde, November 15, 2002
    • 2 replies
    • 2.1k views
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    • david rigby
    • November 16, 2002

31. Line of credit

    By nancy, November 15, 2002
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • November 15, 2002

32. ESOP/PT Qt.

    By Guest mab, November 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 8, 2002

33. Lender as disqualified person

    By Guest kredlin, November 1, 2002
    • 2 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • November 1, 2002

34. Participants Right to Demand Stock

    By Guest T-BONE, October 31, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 31, 2002

35. Repurchase ESOP stock into Treasury

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

36. small ESOPS and fidelity bond coverage

    By Guest Dolores Lawrence, October 23, 2002
    • 1 reply
    • 1.7k views
    • 
    • BeckyMiller
    • December 13, 2002

37. ESOP's and Sub S Distribution windfalls

    By Guest Alan Stonewall, October 21, 2002
    • 5 replies
    • 3.5k views
    • 
    • RLL
    • October 22, 2002

38. ESOP purchases

    By Guest susa, October 10, 2002
    • 3 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • October 21, 2002

39. ESOP contributions on W2

    By Guest aferris, October 9, 2002
    • 1 reply
    • 2.7k views
    • 
    • BeckyMiller
    • October 18, 2002

40. Esops and S-Corps

    By bzorc, October 2, 2002
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • October 6, 2002

41. Diversification Requirements under a QDRO

    By Guest RMM, October 1, 2002
    • 2 replies
    • 2.1k views
    • 
    • QDROphile
    • October 1, 2002

42. Overlapping put option period

    By Guest gaham, September 25, 2002
    • 7 replies
    • 2.1k views
    • 
    • RLL
    • December 19, 2003

43. Esop

    By Guest Bdocbrock, September 23, 2002
    • 3 replies
    • 1.8k views
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    • Kirk Maldonado
    • October 8, 2002

44. Early Distribution Due To Long-Term Disability

    By Guest kappel98, September 22, 2002
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • September 29, 2002

45. Establishing an ESOP

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

46. "S" Corp KSOP

    By Ron Snyder, September 14, 2002
    • 1 reply
    • 2k views
    • 
    • RLL
    • September 14, 2002

47. Revenue Procedure 2002-38

    By stephen, September 11, 2002
    • 2 replies
    • 2.1k views
    • 
    • stephen
    • April 10, 2003

48. Tax implications on a Stock Option Exercise

    By Guest ArrowMatt, September 3, 2002
    • 1 reply
    • 1.3k views
    • 
    • Kirk Maldonado
    • September 4, 2002

49. Employer / Trustee roles

    By Guest brian_j, September 3, 2002
    • 7 replies
    • 2k views
    • 
    • Kirk Maldonado
    • September 4, 2002

50. esop and wage garnishment

    By Guest tonys, August 28, 2002
    • 2 replies
    • 3.3k views
    • 
    • RLL
    • August 28, 2002