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Employee Stock Ownership Plans (ESOPs)

1,188 topics in this forum

  1. ESOP distributions

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

  2. 409(p) Guidance with Subsidiaries

    By ERISA-Bubs,
    • 0 replies
    • 932 views

  3. 409(p) Testing and Related Entities

    By ERISA-Bubs,
    • 0 replies
    • 874 views

  4. Subsidiary as Lender to ESOP

    By ERISA-Bubs,
    • 1 reply
    • 1.2k views

  5. Rollover into 401k

    By coleboy,
    • 5 replies
    • 8k views

  6. Voting Rights for an ESOP Restructuring?

    By nmq3879,
    • 7 replies
    • 4.4k views

  7. Does this ER's idea for life insurance in the ESOP work?

    By katieinny,
    • 3 replies
    • 2.8k views

  8. Can anyone link me to FASB ASC 718-40?

    By Griswold,
    • 2 replies
    • 2.2k views

  9. Related Entities for 409(p) Testing

    By ERISA-Bubs,
    • 1 reply
    • 1.2k views

  10. ESOP Cash to 401(k)

    By everybodylovescrayon,
    • 3 replies
    • 1.5k views

  11. Sub-S corp, put option and 409(h)

    By t.haley,
    • 9 replies
    • 2.4k views

  12. Recirculation versus Redemption.

    By ERISA-Bubs,
    • 3 replies
    • 1.8k views

  13. Are "Profits Interests" Synthetic Equity

    By ERISA-Bubs,
    • 2 replies
    • 1.9k views

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

    By 401 Chaos,
    • 0 replies
    • 946 views

  15. C-Corp. forming ESOP then electing S-Corp. 1042 Question

    By Griswold,
    • 2 replies
    • 1.7k views

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

    By CharlesLeggette,
    • 1 reply
    • 963 views

  17. ESOP Termination Due to Acquisition - Distribution

    By Mad_Jasper,
    • 2 replies
    • 2.6k views

  18. Frozen ESOP and potential new participants

    By Lori H,
    • 1 reply
    • 1.3k views

  19. How are Prohibited Transactions unwound?

    By ERISA-Bubs,
    • 1 reply
    • 1.6k views

  20. Info on ESOP Investigation by DOL

    By Guest brettc,   
    • 10 replies
    • 5.2k views

  21. ESOP allocation and employees on military leave

    By tghooper,
    • 6 replies
    • 2.9k views

  22. One-Time Diversification Window

    By ERISA-Bubs,
    • 4 replies
    • 2.1k views

  23. ESOP ruled company was wrong by DOJ.. any recourse?

    By stevefrench,   
    • 6 replies
    • 2k views

  24. S-ESOP - excludable stock / permanence

    By EBspecialist,   
    • 0 replies
    • 1.3k views

  25. Does the ESOP Have Pay for Legal Support or Can that be Paid for by the Company?

    By redrobin,   
    • 9 replies
    • 2.6k views

  26. Does a small ESOP need a CPA's audit?

    By Peter Gulia,   
    • 2 replies
    • 2.2k views

  27. 100% ESOP-Owned S Corp. - Can ESOP Buy Additional Stock?

    By Yesrod5,
    • 4 replies
    • 4.6k views

  28. Employer discretion over form of benefit

    By JRN,
    • 4 replies
    • 1.7k views

  29. Can a company modify their ESOP bylaws to avoid paying out ESOP distributions to employees who have left the company to work for a direct competitor?

    By associate456,
    • 13 replies
    • 3.6k views

  30. Permissively Aggregate with 401k?

    By austin3515,
    • 8 replies
    • 4k views

  31. Employer overpaid $6000 on ESOP distribution that I rolled to IRA

    By joshgoldeneagle,   
    • 18 replies
    • 6k views
    • GMK
    • GMK

  32. Can former owner of co now become ESOP participant

    By Luis Miguel,   
    • 6 replies
    • 3.3k views

  33. What to do when the value of an employer security is $0.00?

    By ERISA Professor,   
    • 4 replies
    • 1.4k views

  34. Distributing Stock in Public Companies - Certificates v. Book Entry

    By Guest strayhorn,
    • 1 reply
    • 1.5k views

  35. ESOP Cost Basis

    By 52626,
    • 9 replies
    • 5.2k views

  36. Section 204(h) notice for freezing ESOP

    By Lori H,
    • 9 replies
    • 3.1k views

  37. Diversification beyond the qualified election period?

    By tghooper,
    • 7 replies
    • 2.1k views

  38. Questions to ask when terminating a non leveraged ESOP?

    By kwalified,
    • 14 replies
    • 4.8k views

  39. ESOPs for Plan Administrators, 1st edition

    By Belgarath,
    • 3 replies
    • 1.8k views

  40. Safe harbor matching contribution in the ESOP (not a KSOP)

    By Marcus R Piquet,
    • 2 replies
    • 2.5k views

  41. ESOP Melllllllllllllltttttttttttttddddddddooooooowwwwwnnnnnnnn

    By jrs,
    • 2 replies
    • 2.1k views

  42. Party in Interest uses his company stock to buy real estate from profit sharing plan

    By Yesrod5,
    • 3 replies
    • 1.8k views
    • RLL
    • RLL

  43. My 401(k) client just became an ESOP... pitfalls?

    By AlbanyConsultant,
    • 0 replies
    • 1.2k views

  44. Leveraged ESOP - s-corp - mandatory to exclude disqualified persons?

    By Belgarath,
    • 1 reply
    • 1.6k views

  45. Leveraged ESOP - not allocating shares in a given year?

    By Belgarath,
    • 7 replies
    • 2.6k views

  46. 415 and fiscal limitation year

    By DPL,
    • 1 reply
    • 2k views

  47. 1042 and cash contribution

    By Guest tmills,
    • 3 replies
    • 1.8k views

  48. missed distribution

    By Lori H,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  49. ESOP and Change in Distribution Policy After Required Forms Signed/Completed/Submitted

    By Guest Grecco,
    • 26 replies
    • 11.9k views
    • Guest
    • Guest

  50. Voting

    By LIBERTYKID,
    • 1 reply
    • 2k views
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