Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Minimum Distribution

   By Guest amboyd, September 17, 2003
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • September 17, 2003

2. Minority discounts for ESOPs

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

3. Mirrored Loans

   By ERISA-Bubs, April 7, 2014
   • 1 reply
   • 1.5k views
   • 
   • A Shot in the Dark
   • April 7, 2014

4. missed distribution

   By Lori H, August 15, 2014
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • September 11, 2014

5. More 404(k) madness

   By Guest carsca, November 12, 2001
   • 7 replies
   • 1.7k views
   • 
   • RLL
   • November 13, 2001

6. MORE LIBERAL DIVERSIFICATION

   By Guest JBeck, January 10, 2005
   • 2 replies
   • 1.9k views
   • 
   • MWeddell
   • January 11, 2005

7. MRD from ESP/PS plan hybrid

   By Guest Jose Rosario, November 12, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • November 12, 2003

8. Multiple classes of common stock?

   By Guest MikeD, April 29, 2005
   • 5 replies
   • 2.9k views
   • 
   • RLL
   • April 30, 2005

9. Multiple S Corps

   By Guest michaels4811, June 3, 2010
   • 4 replies
   • 3.9k views
   • 
   • Marcus R Piquet
   • June 7, 2010

10. Must a new valuation be done for an ESOP plan termination?

    By Richard Anderson, August 15, 2000
    • 3 replies
    • 2.4k views
    • 
    • RLL
    • August 15, 2000

11. Must the Company Pay the Total Lump Sum Distribution Now ?

    By Guest Grecco, December 19, 2013
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • December 19, 2013

12. My 401(k) client just became an ESOP... pitfalls?

    By AlbanyConsultant, January 19, 2015
    • 0 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • January 19, 2015

13. My company is planning an ESOP

    By Guest metmer, April 28, 2004
    • 1 reply
    • 1.1k views
    • 
    • RLL
    • April 28, 2004

14. My Fiduciary Will Not Listen

    By Guest CJS, August 1, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 6, 2003

15. NCEO

    By Benefits Vet, May 19, 2020
    • 5 replies
    • 1.2k views
    • 
    • Benefits Vet
    • May 22, 2020

16. Need a Stock Valuation for a small ESOP sensitive to fees

    By CharlesLeggette, May 18, 2016
    • 1 reply
    • 792 views
    • 
    • A Shot in the Dark
    • May 18, 2016

17. Need ESOP information

    By Guest D Crantz, February 20, 2001
    • 3 replies
    • 1.9k views
    • 
    • Greg Judd
    • February 27, 2001

18. Need ESOP plan Documents

    By Guest Babs, June 13, 1999
    • 7 replies
    • 4.1k views
    • 
    • Kirk Maldonado
    • June 29, 2005

19. Need good information on the basics of allocating an ESOP.

    By Ervin Barham, November 10, 1999
    • 2 replies
    • 1.5k views
    • 
    • Dave Baker
    • November 15, 1999

20. need help learning choices for division of ESOP

    By Guest fancynancy, May 29, 2014   

    • esop divorce
    • 6 replies
    • 3k views
    • 
    • ForksnKnives
    • June 26, 2014

21. Need help understanding allocation of shares of Company Stock

    By jkharvey, October 12, 2005
    • 11 replies
    • 4.7k views
    • 
    • BeckyMiller
    • April 9, 2007

22. Need information regarding roll over of company stock at early retirem

    By Guest Kiefer , N ancy, January 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • RLL
    • January 4, 2001

23. Need Profits?

    By Guest gkaley, January 2, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 2, 2002

24. Need to learn more about ESOPs

    By jkharvey, May 3, 2005
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • May 4, 2005

25. Net Unrealized Appreciation

    By Guest Kbro, July 23, 2010
    • 1 reply
    • 3k views
    • 
    • GMK
    • July 23, 2010

26. New Bill - S Corp ESOPs

    By Dawn Hafner, May 30, 2001
    • 6 replies
    • 2.3k views
    • 
    • waid10
    • January 9, 2004

27. New ESOP and elapsed time

    By DPL, February 22, 2019
    • 3 replies
    • 808 views
    • 
    • Mike Preston
    • February 25, 2019

28. New ESOP Contribution Question

    By Guest svatty, May 29, 2001
    • 2 replies
    • 1.5k views
    • 
    • M R Bernardin
    • May 30, 2001

29. New ESOP-need help

    By Guest Snapoleon, August 22, 2002
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • August 23, 2002

30. New Proposed Adequate Consideration Regulations

    By RealityCheck, January 18
    • 7 replies
    • 934 views
    • 
    • Peter Gulia
    • January 22

31. newbe on esop help please

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

32. Non Elective Safe Harbor and ESOPs

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

33. Non leverage ESOP contributions

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

34. Non-404(k) dividends = nondeductible contributions?

    By Guest Pennysaver, August 18, 2011
    • 5 replies
    • 1.9k views
    • 
    • ESOP Guy
    • August 22, 2011

35. Non-allocation of 1042 shares

    By JRN, May 31, 2018
    • 0 replies
    • 670 views
    • 
    • JRN
    • May 31, 2018

36. Non-Allocation Period in event of Death

    By Guest DeePA, April 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • RLL
    • April 16, 2003

37. non-cash contribution or amended returns?

    By Lori H, November 10, 2003
    • 0 replies
    • 1.1k views
    • 
    • Lori H
    • November 10, 2003

38. Non-leveraged vs. just investing in er securities

    By Guest tas, September 28, 2005
    • 1 reply
    • 1.9k views
    • 
    • BeckyMiller
    • September 29, 2005

39. Non-publicly traded company converting to public company

    By Guest RMM, February 4, 2000
    • 3 replies
    • 2k views
    • 
    • RLL
    • February 8, 2000

40. Non-publicly traded company with ESOP is being sold

    By katieinny, May 23, 2018   

    • need guidance on disclosure requirements
    • 4 replies
    • 1.5k views
    • 
    • JRN
    • June 7, 2018

41. nonalloaction period

    By Tom Poje, January 7, 2010
    • 7 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 8, 2010

42. Nonleveraged ESOP, 409(n) question

    By JRN, February 13, 2007
    • 5 replies
    • 2.7k views
    • 
    • JRN
    • February 14, 2007

43. Nonvoting Stock in an S Corp ESOP

    By Guest texastax, April 19, 2002
    • 1 reply
    • 2.1k views
    • 
    • RLL
    • April 20, 2002

44. Not Enough Cash in ESOP

    By Guest padmin, December 1, 2004
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • December 1, 2004

45. not sure where I stand

    By Guest probronc1, December 4, 2010
    • 3 replies
    • 1.6k views
    • 
    • Peanut Butter Man
    • December 8, 2010

46. Notification Required under ESOP Diversification Rules

    By Guest Edward McElroy, December 14, 2004
    • 2 replies
    • 2.2k views
    • 
    • BeckyMiller
    • December 23, 2004

47. Notification Requirements.

    By Guest JBDixon, June 29, 1999
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • July 15, 1999

48. NUA in KSOP and triggering event

    By EsopAdmin, June 11, 2018   

    • esop
    • nua
    • 0 replies
    • 659 views
    • 
    • EsopAdmin
    • June 11, 2018

49. NUA In Leveraged ESOP

    By Disco Stu, September 13, 1999
    • 1 reply
    • 2k views
    • 
    • RLL
    • September 14, 1999

50. NUA treatment...when can or should it start?

    By tghooper, December 14, 2019
    • 5 replies
    • 964 views
    • 
    • BeckyMiller
    • January 18, 2020