Employee Stock Ownership Plans (ESOPs)

1,183 topics in this forum

1. Administrative checklist

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

2. ESOP distribution and Social Security Earnings Record

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

3. Tax reporting on stock distribution with put option

   By Guest tmills, October 22, 2010
   • 6 replies
   • 5.1k views
   • 
   • ESOP Guy
   • March 7, 2011

4. Failure of dividend test

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

5. Cash distributions to 4975(e) disqualified persons

   By Guest tmills, July 14, 2006
   • 4 replies
   • 2.8k views
   • 
   • QDROphile
   • March 3, 2011

6. ESOP Low on Cash and Options

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

7. diversification distributions

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

8. Right to Demand Distribution of Stock in a KSOP

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

9. Leveraged ESOP In Bankruptcy Question

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

10. Filing determination on ESOP doc. Cycle E

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

11. 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

12. not sure where I stand

    By Guest probronc1, December 4, 2010
    • 3 replies
    • 1.6k views
    • 
    • Peanut Butter Man
    • December 8, 2010

13. ESOPs and Merger transactions

    By Guest MJ1, December 6, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 6, 2010

14. Put option exercised by disqualified person

    By Guest PiggyBank, December 1, 2010
    • 2 replies
    • 1.4k views
    • 
    • RLL
    • December 2, 2010

15. Can IRA Receive Rollover of ESOP Shares Without Prohibited Transaction?

    By Guest CMC, October 21, 2010
    • 4 replies
    • 2.4k views
    • 
    • KJohnson
    • October 22, 2010

16. Wife's company purchased; ESOP being liquidated

    By Guest mickster, August 13, 2010
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 12, 2010

17. ESOP does not have cash to pay participants

    By Lori H, July 27, 2010
    • 15 replies
    • 4.2k views
    • 
    • Lori H
    • October 7, 2010

18. Distribution policy

    By Guest JM123, September 7, 2010
    • 2 replies
    • 1.7k views
    • 
    • RLL
    • September 8, 2010

19. Lost ESOP

    By Guest jfreeborn, September 3, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 3, 2010

20. ESOP Default provisions

    By Guest Bencat, August 4, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 4, 2010

21. Funding ESOP Distributions

    By Guest sjlbenefits, July 9, 2010
    • 2 replies
    • 2.7k views
    • 
    • GMK
    • August 3, 2010

22. Net Unrealized Appreciation

    By Guest Kbro, July 23, 2010
    • 1 reply
    • 3k views
    • 
    • GMK
    • July 23, 2010

23. ESOP Diversification

    By Guest imthatguy, June 29, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 20, 2010

24. Prepaying ESOP Loan - 415 Issues

    By Guest sjlbenefits, July 9, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 9, 2010

25. ESOP Discrimination

    By Guest cisi, July 1, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 1, 2010

26. single sum to installments

    By Guest Benefitsrock, June 14, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 14, 2010

27. ESOP vesting

    By Lori H, June 8, 2010
    • 9 replies
    • 2.8k views
    • 
    • Kevin C
    • June 10, 2010

28. Basic questions - KSOP use in acquiring S Corporation

    By Guest Msakr, June 6, 2010
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • June 8, 2010

29. Put shares as collateral

    By dmwe, January 13, 2010
    • 4 replies
    • 1.9k views
    • 
    • Marcus R Piquet
    • June 7, 2010

30. Debt buyout of conpany with ESOP

    By Guest lostinfargo, March 7, 2010
    • 1 reply
    • 1.4k views
    • 
    • Marcus R Piquet
    • June 7, 2010

31. Multiple S Corps

    By Guest michaels4811, June 3, 2010
    • 4 replies
    • 3.9k views
    • 
    • Marcus R Piquet
    • June 7, 2010

32. Failure to pass through vote on corporate transaction

    By Guest justbetmd, May 11, 2010
    • 2 replies
    • 1.2k views
    • 
    • A Shot in the Dark
    • May 12, 2010

33. Intentional ESOP loan default

    By Guest Pennysaver, May 11, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 11, 2010

34. ESPPs

    By Randy Watson, April 27, 2010
    • 1 reply
    • 1.1k views
    • 
    • A Shot in the Dark
    • April 27, 2010

35. ESOP SAS 70 requirements?

    By Lori H, April 22, 2010
    • 0 replies
    • 1.4k views
    • 
    • Lori H
    • April 22, 2010

36. IRC 409(o)(1)(B) and ESOP loan refinancing

    By Guest corn, April 1, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 1, 2010

37. EGTRRA Restatement Determ. Letters on ESOPs

    By Guest gaham, February 8, 2010
    • 7 replies
    • 2.5k views
    • 
    • GMK
    • March 11, 2010

38. ESOP Excess Diversification

    By Guest edman, February 24, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 24, 2010

39. QDROs & ESOPs

    By Guest Salvador A Mander, February 3, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 3, 2010

40. nonalloaction period

    By Tom Poje, January 7, 2010
    • 7 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 8, 2010

41. Affiliated Employers no longer affiliated: now what?

    By Guest Grumbles, December 8, 2009
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • December 9, 2009

42. interest on late payments

    By Luis Miguel, December 9, 2009
    • 0 replies
    • 1.2k views
    • 
    • Luis Miguel
    • December 9, 2009

43. leveraged ESOP termination, loan "forgiven"

    By t.haley, October 21, 2009
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • November 20, 2009

44. ESOP Annual Addition

    By ERISA25, November 10, 2009
    • 2 replies
    • 2.1k views
    • 
    • Marcus R Piquet
    • November 19, 2009

45. Benefit Bifurcation

    By Guest Grumbles, November 16, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 18, 2009

46. ESOP 409(p) Final Regulations Amendment

    By Guest ElizabethERISA, September 15, 2009
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • November 4, 2009

47. Revenue Ruling 2003-27

    By Guest erisaauditor, October 6, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 6, 2009

48. Confused about "Within One Taxable Year"

    By ERISAatty, September 28, 2009
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • October 5, 2009

49. 409(h)(4) vs 54.4975-7(b)(11) (Put option)

    By Guest tmills, October 1, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 2, 2009

50. Exempt Loan v. Permissible Other Loan

    By Tot, August 20, 2009
    • 11 replies
    • 5.7k views
    • 
    • Tot
    • August 28, 2009