Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Vesting after a Break In Service

   By Lori H, May 18, 2012
   • 2 replies
   • 1.3k views
   • 
   • Lori H
   • June 11, 2012

2. Timing of Distributions

   By Guest tm3333, May 16, 2012
   • 3 replies
   • 2.4k views
   • 
   • ESOP Guy
   • May 21, 2012

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

   By AJ North, March 27, 2012
   • 8 replies
   • 6.1k views
   • 
   • Guest
   • July 8, 2013

4. ESOP Diversificaton

   By ESOP Guy, March 27, 2012
   • 1 reply
   • 1.3k views
   • 
   • GMK
   • March 27, 2012

5. ESOP Distributions

   By Belgarath, March 8, 2012
   • 9 replies
   • 2.7k views
   • 
   • RLL
   • March 8, 2012

6. ESOP Accounting

   By DPL, February 22, 2012
   • 1 reply
   • 3.8k views
   • 
   • Marcus R Piquet
   • February 23, 2012

7. in service withdrawal- homebuyer

   By Guest tradjd56, February 15, 2012
   • 3 replies
   • 1.5k views
   • 
   • masteff
   • February 16, 2012

8. ESOPs subject to DOL participant fee disclosure requirements?

   By Guest TaxedToDeath, February 13, 2012
   • 4 replies
   • 3.6k views
   • 
   • GMK
   • February 14, 2012

9. User Fee for IRS Determination Letter

   By JRN, December 20, 2011
   • 1 reply
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • December 20, 2011

10. ESOP Cash-Outs

    By ERISA25, December 8, 2011
    • 0 replies
    • 1.4k views
    • 
    • ERISA25
    • December 8, 2011

11. 8955-SSA ESOP

    By ESOP Guy, November 22, 2011
    • 0 replies
    • 1.2k views
    • 
    • ESOP Guy
    • November 22, 2011

12. Leveraged ESOP

    By Guest Bosco108, November 16, 2011
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 16, 2011

13. Age 70 1/2

    By Guest Jan L, November 15, 2011
    • 6 replies
    • 3.6k views
    • 
    • GMK
    • November 16, 2011

14. Form 8955 SSA required for ESOP

    By jmartin, November 4, 2011
    • 1 reply
    • 2.1k views
    • 
    • ESOP Guy
    • November 7, 2011

15. ESOP IRS Determination Letter

    By A Shot in the Dark, November 2, 2011
    • 4 replies
    • 2.2k views
    • 
    • ESOP Guy
    • November 3, 2011

16. RSUs and stock counting

    By Guest elmo27, October 21, 2011
    • 3 replies
    • 1.2k views
    • 
    • jpod
    • October 21, 2011

17. 415 annual additions

    By 7806akp, September 13, 2011
    • 4 replies
    • 2.6k views
    • 
    • 7806akp
    • September 14, 2011

18. Repayment of 0% loan years after made

    By ESOP Guy, September 8, 2011
    • 0 replies
    • 1.1k views
    • 
    • ESOP Guy
    • September 8, 2011

19. ESOP Rights - Private Company Issues New Shares at Discount from Appraisal

    By Guest 3.141592653, September 8, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 8, 2011

20. All ESOP stock being purchased by current shareholder

    By Guest deathbycashcall, September 6, 2011
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • September 7, 2011

21. Employee Stock Purchase Plan

    By Randy Watson, August 25, 2011
    • 0 replies
    • 1.3k views
    • 
    • Randy Watson
    • August 25, 2011

22. Non-404(k) dividends = nondeductible contributions?

    By Guest Pennysaver, August 18, 2011
    • 5 replies
    • 1.9k views
    • 
    • ESOP Guy
    • August 22, 2011

23. are QDRO rules any different under an ESOP

    By K2retire, June 28, 2011
    • 2 replies
    • 1.8k views
    • 
    • GMK
    • June 29, 2011

24. Change from lump sum to installment

    By Guest hanakuin, June 28, 2011
    • 1 reply
    • 1.9k views
    • 
    • ESOP Guy
    • June 28, 2011

25. ESOP Distribution and RMD

    By MoShawn, June 9, 2011
    • 2 replies
    • 2.8k views
    • 
    • GMK
    • June 9, 2011

26. ESOP & 401(K) OR just a KSOP?

    By Guest sugar daddy, June 7, 2011
    • 6 replies
    • 8.5k views
    • 
    • Ron Snyder
    • June 8, 2011

27. ESOP dividends

    By Guest JMN, May 23, 2011
    • 3 replies
    • 2.1k views
    • 
    • RLL
    • May 23, 2011

28. Dissenters' rights passed through to participants under 409(e)?

    By Guest Pennysaver, May 13, 2011
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 13, 2011

29. Diversification in stock only to current shareholders

    By Trekker, May 12, 2011
    • 2 replies
    • 1.1k views
    • 
    • GMK
    • May 13, 2011

30. Transitioning to 100% ESOP Owned

    By Guest tm3333, May 10, 2011
    • 2 replies
    • 1.6k views
    • 
    • GMK
    • May 10, 2011

31. Key EEs in ESOPs

    By ESOP Guy, May 6, 2011
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • May 6, 2011

32. ESOP Key ees double check

    By ESOP Guy, May 5, 2011
    • 0 replies
    • 1.2k views
    • 
    • ESOP Guy
    • May 5, 2011

33. ESOP books

    By Guest Tennisboy27, May 4, 2011
    • 2 replies
    • 1.6k views
    • 
    • ESOP Guy
    • May 4, 2011

34. Best distribution option for a company that does not have enough cash to pay

    By Guest sugar daddy, May 2, 2011
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • May 4, 2011

35. Allocating Dividends

    By Lori H, April 22, 2011
    • 3 replies
    • 2.3k views
    • 
    • Lori H
    • April 25, 2011

36. Merger of ESOP into terminated 401(k) Plan

    By Guest sheTexasHammer, April 13, 2011
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • April 15, 2011

37. ESOP diversification transfer to 401(k) Plan

    By AJ North, April 12, 2011
    • 10 replies
    • 9k views
    • 
    • ESOP Guy
    • August 3, 2012

38. re-amortization of ESOP loan

    By Guest MLipp, April 7, 2011
    • 1 reply
    • 2.3k views
    • 
    • Marcus R Piquet
    • April 8, 2011

39. Is ESOP diversification election applicable to 401(k) deferrals invested in employer stock?

    By Guest Pennysaver, March 23, 2011
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • March 24, 2011

40. Administrative checklist

    By dmwe, March 23, 2011
    • 1 reply
    • 1.2k views
    • 
    • RLL
    • March 23, 2011

41. ESOP distribution and Social Security Earnings Record

    By Guest susangrant, March 4, 2011
    • 2 replies
    • 7.8k views
    • 
    • Guest
    • March 11, 2011

42. Failure of dividend test

    By Guest tmills, March 3, 2011
    • 4 replies
    • 2.4k views
    • 
    • Marcus R Piquet
    • March 4, 2011

43. ESOP Low on Cash and Options

    By Guest rmwright, February 28, 2011
    • 9 replies
    • 3.1k views
    • 
    • GMK
    • March 1, 2011

44. Calculation of Excise Tax

    By Guest MJ1, February 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 13, 2011

45. diversification distributions

    By Guest dsprague, February 2, 2011
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 2, 2011

46. Right to Demand Distribution of Stock in a KSOP

    By Scott, February 1, 2011
    • 0 replies
    • 1.2k views
    • 
    • Scott
    • February 1, 2011

47. Tax reporting upon ESOP redemptions by Company

    By Guest Bob Webb, January 25, 2011
    • 7 replies
    • 7.4k views
    • 
    • GMK
    • July 23, 2012

48. Leveraged ESOP In Bankruptcy Question

    By ERISA25, January 25, 2011
    • 0 replies
    • 1.1k views
    • 
    • ERISA25
    • January 25, 2011

49. Filing determination on ESOP doc. Cycle E

    By Guest sugar daddy, January 14, 2011
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 17, 2011

50. Survey request from Abt SRBI on behalf of the IRS?

    By John Feldt ERPA CPC QPA, January 13, 2011
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • January 14, 2011