Jump to content

Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

  1. Are leveraged ESOPs required to issue Form 1099-INTs to former shareholders?

    By Guest AAKERISA,
    • 2 replies
    • 2.6k views

  2. Roth Transfer...

    By TPS,
    • 3 replies
    • 3.1k views

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

    By Guest Grecco,
    • 5 replies
    • 2.5k views
    • Guest
    • Guest

  4. Permissively Aggregate with 401k?

    By austin3515,
    • 8 replies
    • 3.7k views

  5. DOL ruling re lender and ESOP trustee?

    By Guest TaxedToDeath,
    • 1 reply
    • 1.4k views

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

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

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

    By Guest Grecco,
    • 7 replies
    • 1.9k views
    • Guest
    • Guest

  8. Dividends on unallocated shares

    By Guest JM123,   
    • 3 replies
    • 4.9k views

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

    By Rai401k,
    • 2 replies
    • 3.2k views

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

    By Belgarath,
    • 6 replies
    • 3.2k views

  11. Can a distribution withhold 30%?

    By Lori H,
    • 12 replies
    • 2.1k views

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

    By Guest ERISAk,
    • 1 reply
    • 1.5k views

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

    By Guest ERISAk,
    • 4 replies
    • 3k views
    • Guest
    • Guest

  14. HCE and Warrants

    By ESOP Guy,
    • 5 replies
    • 2.6k views

  15. Release of shares on cash basis?

    By Belgarath,
    • 7 replies
    • 2.7k views

  16. Dormant ESOP with a vesting schedule

    By kwalified,   
    • 3 replies
    • 2.2k views
    • GMK
    • GMK

  17. ESOP termination and RMD

    By Guest BROKER10,
    • 9 replies
    • 4.6k views

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

    By Guest Grecco,
    • 26 replies
    • 11.1k views
    • Guest
    • Guest

  19. 100% ESOP - FBAR Filing

    By TPS,
    • 3 replies
    • 3.9k views

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

    By EGB,
    • 7 replies
    • 3.7k views

  21. Diversification Rights in Terminated ESOP

    By Guest Agnes,
    • 3 replies
    • 1.8k views

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

    By ERISA-Bubs,
    • 0 replies
    • 1.1k views

  23. Loan Payment with allocated cash?

    By Guest MaineERISA,   
    • 2 replies
    • 3.1k views
    • Guest
    • Guest

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

    By Yesrod5,
    • 14 replies
    • 7.5k views

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

    By Belgarath,
    • 2 replies
    • 2.6k views

  26. ESOP accounting and share release

    By DPL,   
    • 3 replies
    • 5.3k views

  27. Loan Payments Exceed Deductibility Limit

    By Guest SRH,   
    • 7 replies
    • 2.7k views

  28. Pros and Cons for S-Corp ESOP

    By kwalified,
    • 9 replies
    • 3.9k views

  29. Allocation of Expenses between ESOP and Employer

    By Yesrod5,
    • 3 replies
    • 1.8k views

  30. ESOP termination - stock nearly worthless

    By Belgarath,
    • 4 replies
    • 9.3k views

  31. ESOP distributions and Canadian Taxes

    By ESOP Guy,
    • 0 replies
    • 1.6k views

  32. ESOP documents -- required provisions?

    By Guest AEAllen,
    • 1 reply
    • 1.2k views

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

    By Spencer,
    • 2 replies
    • 6.2k views

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

    By katieinny,
    • 4 replies
    • 2.5k views
    • RLL
    • RLL

  35. Post-Termination RMD Obligations

    By Guest ebenny,
    • 3 replies
    • 1.7k views

  36. ESOP distributions

    By TPATC,
    • 6 replies
    • 5.2k views

  37. Protected benefit

    By Guest ENT,
    • 2 replies
    • 2.4k views

  38. Put at Book Value?

    By dmwe,
    • 6 replies
    • 2.1k views

  39. Distribution timing

    By dmwe,
    • 5 replies
    • 1.9k views
    • GMK
    • GMK

  40. Excess diversification and protected benefit

    By Guest tmills,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  41. Direct Deposit of Dividend Payments

    By Floridaattorney,
    • 0 replies
    • 1.1k views

  42. ESOP - 4 years and no appraisal or stock purchase

    By Guest rhkesop,
    • 13 replies
    • 5.1k views

  43. Distributions where share price has dropped

    By Belgarath,
    • 17 replies
    • 4.3k views

  44. Coordination of 401(a)(14) and 409(o)

    By Guest Pennysaver,
    • 7 replies
    • 2.4k views

  45. Can an ESOP purchase its employer stock from someone other than the employer?

    By katieinny,
    • 2 replies
    • 1.1k views

  46. Are ETFs QRP?

    By Guest CMC,
    • 1 reply
    • 2k views

  47. Bequest to ESOP

    By Guest TaxedToDeath,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  48. Company acquiring another company

    By kwalified,
    • 2 replies
    • 1.7k views

  49. Transfer to 401(k)

    By Guest JMN,
    • 6 replies
    • 3.6k views

  50. Dividend Pass Through

    By Just Me,
    • 0 replies
    • 1.7k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept