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Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

  1. Diversification Percentages

    By HulaJoe,
    • 5 replies
    • 1k views

  2. Plan rules

    By Guest Ron Gilmore,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  3. Lost out on year of service due to Maternity and FMLA leave

    By Vested1000nork,
    • 1 reply
    • 1k views

  4. ESOP payment not made

    By Crjcpm,
    • 3 replies
    • 1k views

  5. Participation by foreign employees.

    By HCE,
    • 6 replies
    • 1k views

  6. Ammending the Plan Summary

    By Guest RCR,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  7. Private Company Acquired by ESOP Company

    By John Trickel,
    • 3 replies
    • 1k views

  8. ESOPs and Merger transactions

    By Guest MJ1,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  9. Employees in two different ESOPs that are members of a controlled grou

    By Guest SRH,
    • 1 reply
    • 1k views
    • RLL
    • RLL

  10. ESOP share allocations

    By Bill55,
    • 3 replies
    • 999 views

  11. Esop participant becomes company owner

    By Guest DeePA,
    • 1 reply
    • 997 views

  12. Discretion to eliminate single sum

    By Trekker,
    • 0 replies
    • 993 views

  13. ESOPs -- pass through merger consideration election

    By Guest walker,
    • 1 reply
    • 992 views
    • RLL
    • RLL

  14. ESOP Vesting After Returning

    By Bluewing97,
    • 1 reply
    • 982 views

  15. Adopting pre-approved ESOP document

    By Belgarath,
    • 3 replies
    • 979 views

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

    By Tax Cowboy,   
    • 3 replies
    • 973 views

  17. Year-End Allocation Questions

    By JMarsh,
    • 2 replies
    • 967 views

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

    By tghooper,
    • 5 replies
    • 964 views

  19. ISO Grant/Exercise Period

    By Guest enelson,
    • 0 replies
    • 951 views
    • Guest
    • Guest

  20. Eligible for Roth IRA?

    By joel,
    • 3 replies
    • 947 views

  21. Replacement Propert - Bond called

    By Guest csk,
    • 1 reply
    • 938 views

  22. New Proposed Adequate Consideration Regulations

    By RealityCheck,
    • 7 replies
    • 934 views

  23. Real Property - ESOP - Attorney needed

    By justanotheradmin,
    • 2 replies
    • 929 views

  24. ESOP Qualified Appraiser question

    By Tax Cowboy,
    • 4 replies
    • 923 views

  25. Dividend tax question

    By Newbie K,
    • 3 replies
    • 905 views

  26. ftwilliam Pre approved ESOP Plan document question

    By Tax Cowboy,   
    • 1 reply
    • 893 views

  27. ESPP -Plan 423- Unused fund Carry over or Refund to employee?

    By Panda,
    • 0 replies
    • 890 views

  28. Return of Capital Dividend - Pass Through Dividend Plan

    By Buckwheat29,
    • 2 replies
    • 889 views

  29. Prohibited Allocations

    By Guest RBJ,
    • 0 replies
    • 873 views
    • Guest
    • Guest

  30. Amendments for SECURE et al for Terminating ESOP

    By Belgarath,
    • 2 replies
    • 858 views

  31. How to invest ESOP cash?

    By JimboPColtrane,
    • 1 reply
    • 857 views

  32. Accelerated distributions and BRF considerations?

    By Nate S,
    • 5 replies
    • 837 views

  33. ESOP disbursement rules

    By Dianna912,
    • 2 replies
    • 837 views

  34. 409(p) Guidance with Subsidiaries

    By ERISA-Bubs,
    • 0 replies
    • 837 views

  35. ESOP audit - Former TPA summary annual report incorrect

    By Tax Cowboy,   
    • 3 replies
    • 831 views

  36. Post-Acquisition Terminated Plan - RMDs required?

    By Jennifer J,
    • 2 replies
    • 828 views

  37. Correcting Loan Allocation Error / PT Similar to TAM 201425019

    By 401 Chaos,
    • 0 replies
    • 812 views

  38. Original ESOP Loan not paid - audit results in proposed disqualification

    By Tax Cowboy,
    • 4 replies
    • 811 views

  39. OT - Sample SCP document for ESOP

    By Tax Cowboy,   
    • 2 replies
    • 810 views

  40. New ESOP and elapsed time

    By DPL,
    • 3 replies
    • 808 views

  41. Section 409(o) payout limits

    By JustSayin,
    • 1 reply
    • 804 views

  42. Who Can be a Trustee

    By Benefits Vet,
    • 2 replies
    • 794 views

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

    By CharlesLeggette,
    • 1 reply
    • 792 views

  44. CARES Act Application to ESOP Distribution with NUA

    By Cardscrazy,   
    • 0 replies
    • 789 views

  45. 409(p) Testing and Related Entities

    By ERISA-Bubs,
    • 0 replies
    • 786 views

  46. Terminated ESOP, Starting a new ESOP

    By whitboston,   
    • 2 replies
    • 781 views

  47. Corresponding ERISA section?

    By Griswold,
    • 1 reply
    • 771 views

  48. Transfer of profit sharing shares (409(p) protective transfer))

    By MPLSLAW,   
    • 1 reply
    • 771 views

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

    By Tax Cowboy,   
    • 2 replies
    • 764 views

  50. Studies performed after 2008 Market crash

    By Tax Cowboy,   
    • 3 replies
    • 761 views
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