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Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

  1. Accelerated distributions and BRF considerations?

    By Nate S,
    • 5 replies
    • 860 views

  2. Sam Zell S ESOP leveraged purchase of Chicago Tribune Q

    By Tax Cowboy,   
    • 2 replies
    • 811 views

  3. ESOP audit - Former TPA summary annual report incorrect

    By Tax Cowboy,   
    • 3 replies
    • 857 views

  4. IRS retirement plan audit / SOL Q

    By Tax Cowboy,
    • 3 replies
    • 1.1k views

  5. Warrants given to charitable trust controlled by family- are they still synthetic equity

    By ESOP Guy,
    • 1 reply
    • 644 views

  6. Handling Distributions Before Valuation is Completed

    By kmhaab,
    • 2 replies
    • 676 views

  7. ESOP Sponsor Acquiring Property from Related Employer

    By Plan Doc,
    • 1 reply
    • 737 views

  8. CO Lawyer Recommendations

    By Crjcpm,
    • 4 replies
    • 759 views

  9. Change of Corporate Structure

    By HCE,
    • 3 replies
    • 811 views

  10. ESOP Cycle 3 Pre-approved design plan

    By JHawk,
    • 4 replies
    • 1.2k views

  11. ftwilliam Pre approved ESOP Plan document question

    By Tax Cowboy,   
    • 1 reply
    • 933 views

  12. ESOP VALUATION QUESTION

    By JimboPColtrane,
    • 8 replies
    • 3.1k views

  13. Reporting NUA to NRA

    By Tegernsee,
    • 4 replies
    • 1.4k views

  14. DOL Bureau of Labor Statistics (BLS) email question

    By Tax Cowboy,   
    • 2 replies
    • 1.2k views

  15. Esop Bank Account titling question

    By Tax Cowboy,   
    • 4 replies
    • 1.8k views

  16. OT - Sample SCP document for ESOP

    By Tax Cowboy,   
    • 2 replies
    • 845 views

  17. Who Can be a Trustee

    By Benefits Vet,
    • 2 replies
    • 827 views

  18. ESOP Basics and Restatement cycle

    By JHawk,
    • 1 reply
    • 1.5k views

  19. Code Section 4960 Apply to ESOPs?

    By EB_Associate,
    • 5 replies
    • 761 views

  20. ESOP Balance Restoration Timing

    By CDL,   
    • 1 reply
    • 1.8k views

  21. Where to find ESOP plan sponsors discharge of fiduciary duties codified in law/advisory bulletins/LRM/Treas regs?

    By Tax Cowboy,
    • 3 replies
    • 771 views

  22. Revisiting: Are ESOP Determination Letters accepted by the IRS at this time? Required?

    By Tax Cowboy,
    • 1 reply
    • 735 views

  23. Old ESOP Plan Documents / No Adoption Agreement

    By Tax Cowboy,   
    • 3 replies
    • 1.2k views

  24. Have ESOP Diversification Notice Requirements Changed?

    By kmhaab,
    • 3 replies
    • 2.2k views

  25. ESOP plan termination

    By PS,
    • 12 replies
    • 2.2k views
    • PS
    • PS

  26. Determination letter on ESOP

    By Belgarath,
    • 5 replies
    • 1.8k views

  27. ESOP conversion to PSP

    By BenefitsRUs21,
    • 2 replies
    • 1.6k views

  28. CARES Act Application to ESOP Distribution with NUA

    By Cardscrazy,   
    • 0 replies
    • 811 views

  29. ESOPs and Controlled Groups

    By JustMe,
    • 10 replies
    • 2.7k views

  30. ESOP - Service Veterans

    By ejg2553@gmail.com,
    • 2 replies
    • 1.2k views

  31. LLP and 1042

    By Darren G,
    • 3 replies
    • 1.3k views

  32. ESOP - UBIT Shares

    By katiejoseph,
    • 1 reply
    • 1.2k views

  33. Merging a current ESOP into existing 401k plan for c corp

    By TPG,
    • 6 replies
    • 2.5k views

  34. Is IRS Form 1744 final ESOP audit closing letter?

    By Tax Cowboy,   
    • 0 replies
    • 709 views

  35. Can ESOP Trust "choose" whether someone is eligible for disbursement?

    By Cindy Anderson,
    • 7 replies
    • 1.6k views

  36. ESOP Distributions and 401(a)(14) Election

    By piquantbaron,
    • 2 replies
    • 1.2k views

  37. Employee excluded from ESOP distribution due to illness.

    By shareholder,
    • 8 replies
    • 2.5k views

  38. Compound interest

    By Jared,
    • 6 replies
    • 2.5k views

  39. How to fairly split ESOP

    By SpecialGuest,
    • 2 replies
    • 4k views

  40. Plan (ESOP) diversification error

    By Belgarath,
    • 9 replies
    • 1.7k views

  41. Delaying an ESOP distribution

    By Foodbuilder,
    • 4 replies
    • 2.5k views

  42. Y/E Valution of Stock held by ESOP and earmarked cash reserves

    By Tax Cowboy,   
    • 9 replies
    • 1.4k views

  43. NCEO

    By Benefits Vet,
    • 5 replies
    • 1.2k views

  44. Self-Correcting Retirement Plan (ESOP) while under audit?

    By Tax Cowboy,   
    • 3 replies
    • 996 views

  45. Installment Distributions from an ESOP

    By Trusty Trustee,
    • 7 replies
    • 4.4k views

  46. Other investment account question

    By Carla G.,
    • 3 replies
    • 2.3k views

  47. ESOP: Interplay between Section 1042 and Rebalancing Requirement

    By Yesrod5,
    • 2 replies
    • 814 views

  48. Diversification Percentages

    By HulaJoe,
    • 5 replies
    • 1.1k views

  49. 200% Appreciation Unusual?

    By ST,
    • 4 replies
    • 700 views

  50. ESOP RIGHTS / UNDER VALUED

    By HELPPLS,
    • 8 replies
    • 2.7k views
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