Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Can the 401(k) portion of a KSOP hold a note?

   By Guest KoreAmBear, December 14, 2005
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   • Guest
   • December 14, 2005

2. ESOP used as part of floor offset

   By nancy, December 5, 2000
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   • nancy
   • December 5, 2000

3. Prepaying ESOP Loan - 415 Issues

   By Guest sjlbenefits, July 9, 2010
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   • Guest
   • July 9, 2010

4. ESOP/PT Qt.

   By Guest mab, November 8, 2002
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   • Guest
   • November 8, 2002

5. ESOP with no ER stock?

   By Lori Foresz, March 19, 2004
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   • Lori Foresz
   • March 19, 2004

6. Right to demand employer securities

   By Guest GBMcGrath, April 6, 1999
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   • Guest
   • April 6, 1999

7. Diversification and transfer to 401(k) plan - 1099R reporting

   By Guest CJDwyer, April 7, 2004
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   • Guest
   • April 7, 2004

8. IRS requests comments on Form 5309 (this is a reprint of an IRS-issued

   By Dave Baker, May 7, 1999
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   • Dave Baker
   • May 7, 1999

9. single sum to installments

   By Guest Benefitsrock, June 14, 2010
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   • June 14, 2010

10. Right to Demand Distribution of Stock in a KSOP

    By Scott, February 1, 2011
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    • Scott
    • February 1, 2011

11. ESOP Contributions

    By Guest q, May 25, 1999
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    • Guest
    • May 25, 1999

12. Reactions to Microsoft ruling and retroactive ESPP participation liabi

    By Guest Needtokno, June 2, 1999
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    • Guest
    • June 2, 1999

13. MRD from ESP/PS plan hybrid

    By Guest Jose Rosario, November 12, 2003
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    • Guest
    • November 12, 2003

14. Distributions and 409(o)

    By Guest tcroscut, March 22, 2004
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    • Guest
    • March 22, 2004

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

    By Guest WORLD_B, March 19, 2001
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    • March 19, 2001

16. 409(l)(4)(B)

    By LIBERTYKID, June 9, 2008
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    • LIBERTYKID
    • June 9, 2008

17. Company going public - should ee buy stock at issue price or exercise stock options?

    By Guest benefitsmom, August 10, 2005
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    • August 10, 2005

18. 409(p) Guidance with Subsidiaries

    By ERISA-Bubs, October 6, 2016
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    • ERISA-Bubs
    • October 6, 2016

19. ESOP Excess Diversification

    By Guest edman, February 24, 2010
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    • Guest
    • February 24, 2010

20. Beneficiary

    By Guest Earl Anthony, September 7, 2001
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    • Guest
    • September 7, 2001

21. Dividend Pass Through

    By Just Me, May 25, 2012
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    • Just Me
    • May 25, 2012

22. Repurchase of employer stock by company from accounts of non-officers where value of employer stock is decreasing

    By Guest svogelwsm, November 23, 2004
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    • Guest
    • November 23, 2004

23. forfeitures for plan corrections

    By Guest justbe, November 13, 2003
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    • Guest
    • November 13, 2003

24. 1042 & ESOP termination

    By Guest tcroscut, April 8, 2004
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    • Guest
    • April 8, 2004

25. USTC Rule 213 Reply to Answer

    By Tax Cowboy, February 8, 2024
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    • Tax Cowboy
    • February 8, 2024

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

    By 401 Chaos, June 8, 2016
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    • 401 Chaos
    • June 8, 2016

27. ESOP SAS 70 requirements?

    By Lori H, April 22, 2010
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    • Lori H
    • April 22, 2010

28. ESOPs and Merger transactions

    By Guest MJ1, December 6, 2010
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    • December 6, 2010

29. Discretion to eliminate single sum

    By Trekker, August 10, 2009
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    • Trekker
    • August 10, 2009

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

    By Guest chambeao, April 12, 2001
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    • April 12, 2001

31. Prohibited Transactions

    By Guest KLCarter, November 18, 2005
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    • November 18, 2005

32. ESOPs & Diversification

    By Guest crs, December 3, 2002
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    • Guest
    • December 3, 2002

33. Conversion of Stock Bonus to ESOP

    By Guest jmlumpkin, June 21, 2004
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    • Guest
    • June 21, 2004