Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. All cash or just cash from contribution?

   By John A, September 5, 2001
   • 1 reply
   • 1.5k views
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   • stephen
   • September 5, 2001

2. Section 1372 Fringe Benefits

   By Guest ama, August 28, 2001
   • 2 replies
   • 1.5k views
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   • Guest
   • August 29, 2001

3. Employee Stock Purchase Plan

   By Guest benefitsanalyst, August 28, 2001
   • 0 replies
   • 1.3k views
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   • Guest
   • August 28, 2001

4. Purchase of Stock from disqualified person

   By Guest EMozley, August 22, 2001
   • 1 reply
   • 1.8k views
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   • RLL
   • August 22, 2001

5. Amend ESOP to provide distributions no later than 5th plan year

   By EGB, August 17, 2001
   • 2 replies
   • 2.4k views
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   • EGB
   • August 17, 2001

6. Converting 401(k) to KSOP after EGTRRA

   By Guest T-BONE, August 16, 2001
   • 6 replies
   • 3.1k views
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   • RLL
   • August 17, 2001

7. ESOP Section 1042 Question

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

8. Bonds Contributed to ESOP?

   By Christine Roberts, August 10, 2001
   • 3 replies
   • 2.1k views
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   • RLL
   • August 15, 2001

9. termination of (k) portion of KSOP prior to corporate merger

   By EGB, July 26, 2001
   • 10 replies
   • 3.6k views
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   • IRC401
   • August 3, 2001

10. stock valuations

    By Guest lbleier, July 24, 2001
    • 1 reply
    • 1.4k views
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    • RLL
    • July 25, 2001

11. EGTRRA affect on ESOPS

    By Guest Ralph, July 23, 2001
    • 6 replies
    • 2.1k views
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    • Kirk Maldonado
    • August 1, 2001

12. ISO'sNon-Statutory Plans Subject to ERISA?

    By Guest Mr. Joseph, July 20, 2001
    • 0 replies
    • 2k views
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    • Guest
    • July 20, 2001

13. Dividend deduction admin considerations

    By Guest PAL100759, July 19, 2001
    • 3 replies
    • 2.2k views
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    • RLL
    • July 26, 2001

14. leveraged esop and 2002

    By Tom Poje, July 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • July 12, 2001

15. KSOPs - "primarily invested" rule

    By Guest Gail S, July 11, 2001
    • 2 replies
    • 2.8k views
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    • IRC401
    • July 13, 2001

16. KSOP Proxy Voting for Public Company

    By Guest EMozley, July 5, 2001
    • 8 replies
    • 2.7k views
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    • Guest
    • July 6, 2001

17. Employee Stock Purchase Program

    By Guest Yah Mon, July 1, 2001
    • 2 replies
    • 2.1k views
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    • Guest
    • July 5, 2001

18. ESOP / seller financing

    By Guest boberlander, June 28, 2001
    • 1 reply
    • 2.3k views
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    • RLL
    • June 29, 2001

19. EGTRRA - ESOP Provision

    By Guest EMozley, June 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • June 20, 2001

20. ESPP and 162 (m)

    By Guest M Treider, May 30, 2001
    • 3 replies
    • 2.1k views
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    • Guest
    • May 31, 2001

21. New Bill - S Corp ESOPs

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

22. New ESOP Contribution Question

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

23. GUST Plan restatement for ESOP

    By Guest Dave Bonar, May 25, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • May 25, 2001

24. S Corp ESOP

    By Guest Smokin, May 17, 2001
    • 5 replies
    • 1.9k views
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    • RLL
    • May 23, 2001

25. Leveraged ESOP 2nd Loan

    By Guest JBeck, May 17, 2001
    • 5 replies
    • 2.2k views
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    • RLL
    • May 22, 2001

26. DOL Examination Process

    By Guest amboyd, May 16, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • May 16, 2001

27. QRP Investment Options

    By Guest RogersSmith, May 14, 2001
    • 1 reply
    • 2k views
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    • RLL
    • May 14, 2001

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

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

29. Prohibited accrual in 1042 transaction?

    By david rigby, May 11, 2001
    • 3 replies
    • 2k views
    • 
    • RLL
    • May 14, 2001

30. S Corporation ESOP Loan

    By Scott, May 2, 2001
    • 2 replies
    • 1.9k views
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    • IRC401
    • May 5, 2001

31. Thank you RLL

    By smm, April 30, 2001
    • 1 reply
    • 1.4k views
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    • Kirk Maldonado
    • May 7, 2001

32. AvoidanceReduction of Sec. 4978 Excise Tax

    By Guest Rob Perry, April 27, 2001
    • 3 replies
    • 3.3k views
    • 
    • IRA
    • June 13, 2008

33. 1042 Transaction: Failure to timely file Statement of Election

    By Guest John Nelson, April 26, 2001
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • April 27, 2001

34. ESOPs - Qualifed Rollovers?

    By Guest bogart126, April 25, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • April 25, 2001

35. What is the difference between and EIAP and an ESOP?

    By Guest death and taxes, April 22, 2001
    • 3 replies
    • 7.5k views
    • 
    • RLL
    • April 23, 2001

36. What is required and allowed when distributing company stock from an E

    By John A, April 17, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • April 17, 2001

37. Esop that sold all shares of stock

    By Guest Toni Jo, April 17, 2001
    • 1 reply
    • 1.6k views
    • 
    • RLL
    • April 17, 2001

38. ESOP vs. stock options?

    By Guest Lisssi, April 12, 2001
    • 1 reply
    • 2.4k views
    • 
    • BeckyMiller
    • April 12, 2001

39. What is the proper way to value allocated stock in an ESOP when you ar

    By Guest chambeao, April 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 12, 2001

40. Long term disability and ESOP distribution

    By Guest barebtm1, April 11, 2001
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • April 12, 2001

41. capitalize and buyout ESOP

    By eilano, April 10, 2001
    • 1 reply
    • 2k views
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    • RLL
    • April 10, 2001

42. Bad ESOP loan

    By Dawn Hafner, April 6, 2001
    • 1 reply
    • 1.8k views
    • 
    • RLL
    • April 6, 2001

43. 1042 recycling/fiduciary issues

    By Dawn Hafner, April 6, 2001
    • 2 replies
    • 1.9k views
    • 
    • RLL
    • April 6, 2001

44. Option to purchase from ESOP

    By smm, April 3, 2001
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • April 3, 2001

45. IS 1042 ESOP rollover treatment available to a C Corpoation that owns

    By Guest NPaleveda, April 1, 2001
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • April 13, 2001

46. Distribution of Cash or Stock / Rollover Issues

    By Guest Suanne, March 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • RLL
    • March 28, 2001

47. Eliminating Right to Employer Stock Distribution

    By Guest friedbrain, March 23, 2001
    • 1 reply
    • 2.2k views
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    • RLL
    • March 23, 2001

48. Foreign company stock

    By Guest friedbrain, March 22, 2001
    • 1 reply
    • 1.6k views
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    • QDROphile
    • March 23, 2001

49. Diversification Transfer to a 401(k) plan.

    By Guest, March 21, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 21, 2001

50. cashless opyion provision in a stock option agreement of a publicly tr

    By Guest WORLD_B, March 19, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2001