Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Amend From ESOP to 401(k)

   By Guest CitationSquirrel, March 6, 2002
   • 5 replies
   • 2.4k views
   • 
   • Guest
   • May 13, 2002

2. Disqualified person at default or time of promissory note?

   By Guest BJW, March 4, 2002
   • 3 replies
   • 1.7k views
   • 
   • RLL
   • March 4, 2002

3. ESOP Diversification

   By Guest lkmcgivney, March 3, 2002
   • 8 replies
   • 2.9k views
   • 
   • RLL
   • March 6, 2002

4. ESOP's: Distributions from ESOP's

   By Guest Ray Rinfret, March 1, 2002
   • 2 replies
   • 3.1k views
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   • Guest
   • March 1, 2002

5. ESOP may default on promissory note

   By Guest BJW, February 28, 2002
   • 9 replies
   • 4.7k views
   • 
   • RLL
   • August 7, 2003

6. ESOPs

   By Guest jcr, February 25, 2002
   • 10 replies
   • 2.6k views
   • 
   • Guest
   • March 1, 2002

7. What responsibility doest he business have to ESOP members?

   By Guest stockholder, February 19, 2002
   • 2 replies
   • 1.3k views
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   • RLL
   • February 19, 2002

8. Bank Directed Trustee and also lender to Employer not the plan.

   By Guest DUKE C, February 12, 2002
   • 1 reply
   • 1.4k views
   • 
   • Kirk Maldonado
   • February 13, 2002

9. UAL Corporation Employee Stock Ownership Plan

   By Guest Edward McElroy, February 4, 2002
   • 1 reply
   • 2.2k views
   • 
   • QDROphile
   • February 4, 2002

10. Substantially all assets invested in employer stock

    By LIBERTYKID, January 29, 2002
    • 9 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • February 4, 2002

11. ESOP Particpant Diversification

    By Guest DLH, January 28, 2002
    • 3 replies
    • 2.3k views
    • 
    • RLL
    • January 28, 2002

12. ESOP Recordkeeping Software

    By Guest Robert Reynolds, January 25, 2002
    • 5 replies
    • 3.8k views
    • 
    • BeckyMiller
    • February 25, 2002

13. Voting Rights

    By LIBERTYKID, January 25, 2002
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • January 25, 2002

14. ESOP Valuation

    By Guest bfsw, January 24, 2002
    • 2 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • January 25, 2002

15. ESOP Voting Rights

    By Guest John Nelson, January 24, 2002
    • 2 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • January 24, 2002

16. Mandated ESOP distribution

    By Guest D Evan, January 21, 2002
    • 5 replies
    • 1.9k views
    • 
    • stephen
    • January 21, 2002

17. ESOP restructuring

    By Guest AMK, January 15, 2002
    • 3 replies
    • 2.2k views
    • 
    • RLL
    • January 15, 2002

18. ESOP Dividends - Who Gets the Deduction?

    By Guest rocnrols2, January 11, 2002
    • 6 replies
    • 1.9k views
    • 
    • RLL
    • January 14, 2002

19. Employee Stock Ownership Plan Accounting

    By jpod, January 10, 2002
    • 0 replies
    • 1.5k views
    • 
    • jpod
    • January 10, 2002

20. Diversification

    By LIBERTYKID, January 7, 2002
    • 2 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • January 8, 2002

21. ESOP Repurchase Liability - Use of COLI to Fund

    By rocknrolls2, January 7, 2002
    • 6 replies
    • 3.8k views
    • 
    • Guest
    • January 8, 2002

22. Need Profits?

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

23. ESOP: Retroactive amendment

    By Guest qualified plan, December 20, 2001
    • 7 replies
    • 2.5k views
    • 
    • RLL
    • January 2, 2002

24. Conversion of 401(k) Plan to KSOP

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

25. ESOP Distribution

    By Guest EMozley, December 10, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • December 10, 2001

26. Converting ESOP to 401K

    By Guest jlsilver, December 4, 2001
    • 4 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • December 4, 2001

27. More 404(k) madness

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

28. Convert 401 to ESOP to get 404(k) deduction

    By Guest Rudy, November 12, 2001
    • 25 replies
    • 7.9k views
    • 
    • RLL
    • November 15, 2001

29. a. Div Deduction; b. Share Allocation

    By Guest gkaley, November 8, 2001
    • 3 replies
    • 1.9k views
    • 
    • RLL
    • November 8, 2001

30. ESOP Plan Amendments for EGTRRA

    By Guest tfurlong, November 8, 2001
    • 4 replies
    • 1.8k views
    • 
    • stephen
    • November 9, 2001

31. ESOP dividend pass-through for non-vested employees

    By Guest ds86, November 8, 2001
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • November 8, 2001

32. Merged ESOP and 401(k) Plan

    By Guest 91smithie, November 8, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • November 8, 2001

33. Prepaid Forward Contracts

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

34. S Corp Dividends/ Allocation Formula

    By IRC401, October 29, 2001
    • 3 replies
    • 2.2k views
    • 
    • IRC401
    • November 1, 2001

35. Employee Stock Purchase Plans

    By Guest ladler, October 29, 2001
    • 7 replies
    • 4.3k views
    • 
    • david rigby
    • October 31, 2001

36. Dividends must be listed on Schedule E if they remain in the plan?

    By Guest Bob Lees, October 26, 2001
    • 1 reply
    • 1.4k views
    • 
    • RLL
    • October 26, 2001

37. Leveraged ESOP Buyout?

    By Christine Roberts, October 22, 2001
    • 8 replies
    • 3.1k views
    • 
    • RLL
    • October 25, 2001

38. Do the QJSA requirements apply to a participant's Other Investments Ac

    By Guest Darrell, October 19, 2001
    • 8 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • November 22, 2001

39. ESOP as Beneficiary of Life Insurance

    By Guest sammy, October 17, 2001
    • 4 replies
    • 2.4k views
    • 
    • RLL
    • October 24, 2001

40. Zero Interest Loans

    By Kirk Maldonado, October 10, 2001
    • 7 replies
    • 3.4k views
    • 
    • RLL
    • October 11, 2001

41. what happens when the loan is paid off?

    By Guest dmj1998, October 8, 2001
    • 6 replies
    • 2.2k views
    • 
    • RLL
    • November 2, 2001

42. ADP/ACP Testing

    By Guest T-BONE, October 4, 2001
    • 5 replies
    • 3.7k views
    • 
    • Guest
    • October 5, 2001

43. Fairness Opinion for ESOP

    By Guest AJJ-EB, September 28, 2001
    • 2 replies
    • 3.2k views
    • 
    • Kirk Maldonado
    • October 1, 2001

44. Taxation of Stock Distribution

    By Kirk Maldonado, September 26, 2001
    • 5 replies
    • 2.3k views
    • 
    • RLL
    • September 27, 2001

45. Hardship withdrawals from ESOP?

    By Guest hapa123, September 21, 2001
    • 8 replies
    • 8.7k views
    • 
    • RLL
    • September 25, 2001

46. What to do with ESOP proceeds?

    By Guest mtz206, September 20, 2001
    • 1 reply
    • 2k views
    • 
    • RLL
    • September 21, 2001

47. Prohibited Allocations When Shareholder Waits to Elect 1042

    By Guest kredlin, September 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • September 14, 2001

48. Section 1042 Qualified Replacement Property

    By Guest H.J. Simpson, September 12, 2001
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • September 12, 2001

49. Beneficiary

    By Guest Earl Anthony, September 7, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 7, 2001

50. Merging ESOP with Profit Sharing Plan

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