Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

1. Merging ESOP with Profit Sharing Plan

   By Guest Ralph, September 6, 2001
   • 2 replies
   • 2.7k views
   • 
   • Guest
   • September 7, 2001

2. Minimum Distribution

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

3. Minority discounts for ESOPs

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

4. Mirrored Loans

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

5. missed distribution

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

6. More 404(k) madness

   By Guest carsca, November 12, 2001
   • 7 replies
   • 1.8k views
   • 
   • RLL
   • November 13, 2001

7. MORE LIBERAL DIVERSIFICATION

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

8. MRD from ESP/PS plan hybrid

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

9. Multiple classes of common stock?

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

10. Multiple S Corps

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

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

    By Richard Anderson, August 15, 2000
    • 3 replies
    • 2.5k views
    • 
    • RLL
    • August 15, 2000

12. 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

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

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

14. My company is planning an ESOP

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

15. My Fiduciary Will Not Listen

    By Guest CJS, August 1, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 6, 2003

16. NCEO

    By Benefits Vet, May 19, 2020
    • 5 replies
    • 1.3k views
    • 
    • Benefits Vet
    • May 22, 2020

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

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

18. Need ESOP information

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

19. Need ESOP plan Documents

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

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

    By Ervin Barham, November 10, 1999
    • 2 replies
    • 1.6k views
    • 
    • Dave Baker
    • November 15, 1999

21. need help learning choices for division of ESOP

    By Guest fancynancy, May 29, 2014   

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

22. Need help understanding allocation of shares of Company Stock

    By jkharvey, October 12, 2005
    • 11 replies
    • 4.8k views
    • 
    • BeckyMiller
    • April 9, 2007

23. 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

24. Need Profits?

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

25. Need to learn more about ESOPs

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

26. Net Unrealized Appreciation

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

27. New Bill - S Corp ESOPs

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

28. New ESOP and elapsed time

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

29. New ESOP Contribution Question

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

30. New ESOP-need help

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

31. New Proposed Adequate Consideration Regulations

    By RealityCheck, January 18, 2025
    • 7 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 22, 2025

32. newbe on esop help please

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

33. Non Elective Safe Harbor and ESOPs

    By CTipper, April 13, 2007
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • April 19, 2007

34. Non leverage ESOP contributions

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

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

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

36. Non-allocation of 1042 shares

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

37. Non-Allocation Period in event of Death

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

38. non-cash contribution or amended returns?

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

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

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

40. Non-publicly traded company converting to public company

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

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

    By katieinny, May 23, 2018   

    • need guidance on disclosure requirements
    • 4 replies
    • 1.7k views
    • 
    • JRN
    • June 7, 2018

42. nonalloaction period

    By Tom Poje, January 7, 2010
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • January 8, 2010

43. Nonleveraged ESOP, 409(n) question

    By JRN, February 13, 2007
    • 5 replies
    • 2.8k views
    • 
    • JRN
    • February 14, 2007

44. Nonvoting Stock in an S Corp ESOP

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

45. Not Enough Cash in ESOP

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

46. not sure where I stand

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

47. Notification Required under ESOP Diversification Rules

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

48. Notification Requirements.

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

49. NUA in KSOP and triggering event

    By EsopAdmin, June 11, 2018   

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

50. NUA In Leveraged ESOP

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