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Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

  1. Stock Appreciation rights program with ESOP

    By Belgarath,
    • 15 replies
    • 3k views

  2. SAR Program - How much is too much?

    By Esop2,
    • 6 replies
    • 1.2k views

  3. ESOP RMD Question

    By tdslaw,   
    • 4 replies
    • 4k views

  4. Can forfeited shares or forfeited cash be returned to the company and

    By John A,
    • 4 replies
    • 2.7k views

  5. Reallocation of Shares During 5-Year Break in Service Period

    By Rafael,   
    • 1 reply
    • 1.3k views

  6. Emerging Liability

    By K2,
    • 7 replies
    • 1.2k views
    • K2
    • K2

  7. Deduction limits where ESOP is combined with 401(k)

    By Belgarath,
    • 3 replies
    • 1.2k views

  8. Distribution provisions, timing, etc.

    By Belgarath,
    • 1 reply
    • 666 views

  9. NUA in KSOP and triggering event

    By EsopAdmin,   
    • 0 replies
    • 657 views

  10. Non-publicly traded company with ESOP is being sold

    By katieinny,   
    • 4 replies
    • 1.4k views

  11. Non-allocation of 1042 shares

    By JRN,
    • 0 replies
    • 666 views

  12. Profit Sharing plan

    By Juicebox,
    • 6 replies
    • 1.3k views

  13. allocations for 415 purposes on leveraged S-corp ESOP

    By Belgarath,
    • 6 replies
    • 1.5k views

  14. ESOP Controlled Group?

    By Purplemandinga,   
    • 3 replies
    • 1.7k views

  15. ESOP distributions

    By TPATC,
    • 6 replies
    • 5.2k views

  16. Repurchase of ESOP stock at Plan Termination

    By TPATC,   
    • 1 reply
    • 717 views
    • JRN
    • JRN

  17. Change in ESOP Distribution Schedule for Participant in Pay Status

    By ERISA-Bubs,
    • 1 reply
    • 1.3k views

  18. Change in Distribution Policy

    By ERISA-Bubs,
    • 8 replies
    • 2.7k views

  19. ESOP Termination before Company bought

    By jtfitz57,   
    • 3 replies
    • 2.3k views

  20. Esop distribution: termination/disability?

    By dlarae,
    • 7 replies
    • 4.7k views

  21. Frozen ESOP question

    By bkidd,
    • 12 replies
    • 3.1k views

  22. ESOP Record Keepers?

    By Asire,
    • 3 replies
    • 2.2k views

  23. ESOP NUA Tax rules

    By WhatsESUP,   
    • 5 replies
    • 3.1k views

  24. ESOP Partially owned C-corp being sold

    By Belgarath,
    • 9 replies
    • 2.9k views

  25. Allocation of Dividends

    By TPSreports,
    • 5 replies
    • 2.7k views

  26. Debt restructuring

    By ESOP1,
    • 3 replies
    • 2k views

  27. Cashing out ESOP and where do I go?

    By Allen R. Young,
    • 7 replies
    • 5.4k views

  28. Change in Payment Period?

    By beartd,
    • 3 replies
    • 1.2k views

  29. 409(p) -- Are these people still owners?

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

  30. Coverage of leased/shared employees by an ESOP.

    By Guest JPCMPLS,
    • 1 reply
    • 3.9k views

  31. Eligible for Roth IRA?

    By joel,
    • 3 replies
    • 943 views

  32. Diversification rights for former employee

    By Belgarath,
    • 1 reply
    • 1.8k views

  33. Terminated ESOP, Starting a new ESOP

    By whitboston,   
    • 2 replies
    • 779 views

  34. Small Amount Exception for Right to Distribution in Stock?

    By casey72,
    • 6 replies
    • 1.8k views

  35. Who can be an ESOP Trustee?

    By kmhaab,   
    • 7 replies
    • 3k views

  36. Which plan-documents provider?

    By Peter Gulia,   
    • 6 replies
    • 1.7k views

  37. ESOP distributions deferred at LAST MINUTE

    By Nubiangoddess,   
    • 8 replies
    • 3.1k views

  38. S to C Conversion and 1042 elections

    By Griswold,   
    • 2 replies
    • 1.5k views

  39. Coverage Test on a Small Frozen ESOP

    By Lori H,
    • 1 reply
    • 639 views

  40. Distribution from defined ESOP for Alt Payee

    By exhausted,   
    • 6 replies
    • 2.3k views

  41. KSOP - Substantial and Recurring Contributions

    By EBECatty,
    • 2 replies
    • 1.1k views

  42. Corresponding ERISA section?

    By Griswold,
    • 1 reply
    • 767 views

  43. ESOP termination; rollover shares to SDIRA; company owner

    By jefranks,
    • 6 replies
    • 2.9k views

  44. 5% owner for RMD

    By TPATC,   
    • 2 replies
    • 1.8k views
    • GMK
    • GMK

  45. Dividend Reinvestment Election

    By TPSreports,
    • 1 reply
    • 1.2k views

  46. ESOP distributions

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

  47. 409(p) Guidance with Subsidiaries

    By ERISA-Bubs,
    • 0 replies
    • 833 views

  48. 409(p) Testing and Related Entities

    By ERISA-Bubs,
    • 0 replies
    • 784 views

  49. Subsidiary as Lender to ESOP

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

  50. Rollover into 401k

    By coleboy,
    • 5 replies
    • 6.3k views
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