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Employee Stock Ownership Plans (ESOPs)

1,190 topics in this forum

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

    By Guest Grecco,
    • 26 replies
    • 12.4k views
    • Guest
    • Guest

  2. Voting

    By LIBERTYKID,
    • 1 reply
    • 2.2k views

  3. Plan year change?

    By Belgarath,
    • 5 replies
    • 4.5k views

  4. Uses for S-Corp distributions to sole shareholder

    By katieinny,   
    • 8 replies
    • 2.6k views

  5. need help learning choices for division of ESOP

    By Guest fancynancy,   
    • 6 replies
    • 3.7k views

  6. Prepayment of Loan - Reg. 54.4975-7(b)(5) Limitations

    By Yesrod5,
    • 14 replies
    • 8.6k views

  7. Dividends on Allocated Stock Used for Repayment of Loan

    By Guest MEvans_API,   
    • 2 replies
    • 3.4k views

  8. TRA 1986 and Diversification Rules / Stock Split

    By Guest vdh2014,   
    • 1 reply
    • 1.9k views

  9. Stock Appreciation Rights and synthetic equity

    By Belgarath,
    • 4 replies
    • 3.3k views

  10. 409(p) - first year and subsequent year issues

    By Belgarath,
    • 1 reply
    • 1.7k views

  11. Leveraging an ESOP

    By Guest ESOPADMIN,
    • 5 replies
    • 1.9k views

  12. Purchasing stock - timing, etc.

    By Belgarath,
    • 22 replies
    • 5.2k views

  13. Fair Market Value for Selling Trustee

    By Guest jvgatty,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  14. Meaning of "substantially all" for restricting distributions of stock

    By lalaland,
    • 3 replies
    • 3.3k views

  15. Mirrored Loans

    By ERISA-Bubs,
    • 1 reply
    • 1.9k views

  16. Board of Directors benefits

    By Guest jimmus,
    • 10 replies
    • 5.4k views
    • Guest
    • Guest

  17. ESOP Case: Lee, et al v. Builder's Supply Co, et al ....Info?

    By Guest Grecco,
    • 2 replies
    • 2.6k views
    • Guest
    • Guest

  18. Allocation (Year-End Employment - Participant on Long Term Disability)

    By Yesrod5,
    • 2 replies
    • 1.6k views

  19. Roth Transfer...

    By TPS,
    • 3 replies
    • 3.7k views

  20. Must the Company Pay the Total Lump Sum Distribution Now ?

    By Guest Grecco,
    • 5 replies
    • 3.1k views
    • Guest
    • Guest

  21. DOL ruling re lender and ESOP trustee?

    By Guest TaxedToDeath,
    • 1 reply
    • 1.7k views

  22. ESOP: Current Employee Age 70 ½ - Wants Full Distribution

    By Guest Grecco,
    • 3 replies
    • 3k views
    • Guest
    • Guest

  23. Can a Company Change its Reason for a Denying a Claim?

    By Guest Grecco,
    • 7 replies
    • 2.3k views
    • Guest
    • Guest

  24. Dividends on unallocated shares

    By Guest JM123,   
    • 3 replies
    • 5.7k views

  25. Safe Harbor Contribution in ESOP plan instead of 401(k)

    By Rai401k,
    • 2 replies
    • 3.7k views

  26. Esop combined with 401(k) or use separate plans

    By Belgarath,
    • 6 replies
    • 4.3k views

  27. Can a distribution withhold 30%?

    By Lori H,
    • 12 replies
    • 3k views

  28. S-Corp ESOP - Change Distribution Form - Protected Benefit

    By Guest ERISAk,
    • 1 reply
    • 1.8k views

  29. ESOP Diversification Qualified Election Period and Notice 88-56

    By Guest ERISAk,
    • 4 replies
    • 3.6k views
    • Guest
    • Guest

  30. Release of shares on cash basis?

    By Belgarath,
    • 7 replies
    • 3.2k views

  31. Dormant ESOP with a vesting schedule

    By kwalified,   
    • 3 replies
    • 2.7k views
    • GMK
    • GMK

  32. ESOP termination and RMD

    By Guest BROKER10,
    • 9 replies
    • 5.4k views

  33. Transfer assets from a 401(k) plan to an ESOP

    By AJ North,
    • 8 replies
    • 7.5k views
    • Guest
    • Guest

  34. 100% ESOP - FBAR Filing

    By TPS,
    • 3 replies
    • 4.7k views

  35. Pass-Through Voting on Changes in Class of Stock with Minority ESOP Interest

    By EGB,
    • 7 replies
    • 4.5k views

  36. Diversification Rights in Terminated ESOP

    By Guest Agnes,
    • 3 replies
    • 2.3k views

  37. Private Company - Common Stock in ESOP; Peferred Stock Outside ESOP?

    By ERISA-Bubs,
    • 0 replies
    • 1.4k views

  38. Primarily invested in stock

    By Tom Poje,
    • 12 replies
    • 6.5k views
    • Guest
    • Guest

  39. Loan Payment with allocated cash?

    By Guest MaineERISA,   
    • 2 replies
    • 3.4k views
    • Guest
    • Guest

  40. S-corp ESOP, non-allocation year consequences

    By Belgarath,
    • 2 replies
    • 3k views

  41. Loan Payments Exceed Deductibility Limit

    By Guest SRH,   
    • 7 replies
    • 3.5k views

  42. ESOP accounting and share release

    By DPL,   
    • 3 replies
    • 7k views

  43. Pros and Cons for S-Corp ESOP

    By kwalified,
    • 9 replies
    • 4.5k views

  44. Allocation of Expenses between ESOP and Employer

    By Yesrod5,
    • 3 replies
    • 2.4k views

  45. ESOP termination - stock nearly worthless

    By Belgarath,
    • 4 replies
    • 10.3k views

  46. ESOP distributions and Canadian Taxes

    By ESOP Guy,
    • 0 replies
    • 1.8k views

  47. ESOP documents -- required provisions?

    By Guest AEAllen,
    • 1 reply
    • 1.6k views

  48. ESOP lump sum distribution - 20% withholding required?

    By Spencer,
    • 2 replies
    • 7.2k views

  49. Can ESOP own life insurance on a Key EE?

    By katieinny,
    • 4 replies
    • 3k views
    • RLL
    • RLL

  50. Post-Termination RMD Obligations

    By Guest ebenny,
    • 3 replies
    • 2k views
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