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Employee Stock Ownership Plans (ESOPs)

1,184 topics in this forum

  1. Diversification Percentages

    By HulaJoe,
    • 5 replies
    • 1.1k views

  2. Put Option - Bank exception

    By Trekker,
    • 0 replies
    • 1.1k views

  3. Late ESOP Contributions?

    By Tax Cowboy,
    • 2 replies
    • 1.1k views

  4. Bank Holding Company Loan to ESOP

    By JRN,
    • 3 replies
    • 1.1k views

  5. Stock Option software recommendations sought

    By Guest Eric.,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  6. Related Entities for 409(p) Testing

    By ERISA-Bubs,
    • 1 reply
    • 1.1k views

  7. Subsidiary as Lender to ESOP

    By ERISA-Bubs,
    • 1 reply
    • 1.1k views

  8. ESOP Vesting After Returning

    By Bluewing97,
    • 1 reply
    • 1.1k views

  9. Private Company Acquired by ESOP Company

    By John Trickel,
    • 3 replies
    • 1.1k views

  10. Adopting pre-approved ESOP document

    By Belgarath,
    • 3 replies
    • 1k views

  11. Plan rules

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

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

    By tghooper,
    • 5 replies
    • 1k views

  13. Ammending the Plan Summary

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

  14. ESOPs and Merger transactions

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

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

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

  16. Esop participant becomes company owner

    By Guest DeePA,
    • 1 reply
    • 1k views

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

    By Tax Cowboy,   
    • 3 replies
    • 1k views

  18. Discretion to eliminate single sum

    By Trekker,
    • 0 replies
    • 1k views

  19. Real Property - ESOP - Attorney needed

    By justanotheradmin,
    • 2 replies
    • 1k views

  20. ESOPs -- pass through merger consideration election

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

  21. ESOP Qualified Appraiser question

    By Tax Cowboy,
    • 4 replies
    • 1k views

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

    By Panda,
    • 0 replies
    • 991 views

  23. Dividend tax question

    By Newbie K,
    • 3 replies
    • 988 views

  24. Eligible for Roth IRA?

    By joel,
    • 3 replies
    • 967 views

  25. Return of Capital Dividend - Pass Through Dividend Plan

    By Buckwheat29,
    • 2 replies
    • 966 views

  26. ISO Grant/Exercise Period

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

  27. ftwilliam Pre approved ESOP Plan document question

    By Tax Cowboy,   
    • 1 reply
    • 955 views

  28. Replacement Propert - Bond called

    By Guest csk,
    • 1 reply
    • 955 views

  29. How to invest ESOP cash?

    By JimboPColtrane,
    • 1 reply
    • 926 views

  30. Amendments for SECURE et al for Terminating ESOP

    By Belgarath,
    • 2 replies
    • 917 views

  31. Any Problems with Plan Sponsor owned by Participants in ESOP?

    By Dougsbpc,
    • 4 replies
    • 905 views

  32. ESOP disbursement rules

    By Dianna912,
    • 2 replies
    • 901 views

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

    By Tax Cowboy,
    • 4 replies
    • 891 views

  34. Prohibited Allocations

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

  35. Accelerated distributions and BRF considerations?

    By Nate S,
    • 5 replies
    • 882 views

  36. ESOP audit - Former TPA summary annual report incorrect

    By Tax Cowboy,   
    • 3 replies
    • 870 views

  37. OT - Sample SCP document for ESOP

    By Tax Cowboy,   
    • 2 replies
    • 867 views

  38. New ESOP and elapsed time

    By DPL,
    • 3 replies
    • 867 views

  39. Who Can be a Trustee

    By Benefits Vet,
    • 2 replies
    • 859 views

  40. 409(p) Guidance with Subsidiaries

    By ERISA-Bubs,
    • 0 replies
    • 855 views

  41. Post-Acquisition Terminated Plan - RMDs required?

    By Jennifer J,
    • 2 replies
    • 853 views

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

    By 401 Chaos,
    • 0 replies
    • 851 views

  43. Section 409(o) payout limits

    By JustSayin,
    • 1 reply
    • 841 views

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

    By Tax Cowboy,   
    • 2 replies
    • 840 views

  45. Change of Corporate Structure

    By HCE,
    • 3 replies
    • 838 views

  46. ESOP: Interplay between Section 1042 and Rebalancing Requirement

    By Yesrod5,
    • 2 replies
    • 837 views

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

    By CharlesLeggette,
    • 1 reply
    • 834 views

  48. CARES Act Application to ESOP Distribution with NUA

    By Cardscrazy,   
    • 0 replies
    • 823 views

  49. Terminated ESOP, Starting a new ESOP

    By whitboston,   
    • 2 replies
    • 808 views

  50. 409(p) Testing and Related Entities

    By ERISA-Bubs,
    • 0 replies
    • 804 views
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