Employee Stock Ownership Plans (ESOPs)

1,190 topics in this forum

1. ESOP books

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

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

   By Guest sugar daddy, May 2, 2011
   • 11 replies
   • 2.7k views
   • 
   • Guest
   • May 4, 2011

3. Allocating Dividends

   By Lori H, April 22, 2011
   • 3 replies
   • 2.5k views
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   • Lori H
   • April 25, 2011

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

   By Guest sheTexasHammer, April 13, 2011
   • 1 reply
   • 1.8k views
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   • QDROphile
   • April 15, 2011

5. Calculation of Excise Tax

   By Guest MJ1, February 14, 2011
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • April 13, 2011

6. re-amortization of ESOP loan

   By Guest MLipp, April 7, 2011
   • 1 reply
   • 2.7k views
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   • Marcus R Piquet
   • April 8, 2011

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

   By Guest Pennysaver, March 23, 2011
   • 5 replies
   • 2.8k views
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   • Guest
   • March 24, 2011

8. Administrative checklist

   By dmwe, March 23, 2011
   • 1 reply
   • 1.5k views
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   • RLL
   • March 23, 2011

9. ESOP distribution and Social Security Earnings Record

   By Guest susangrant, March 4, 2011
   • 2 replies
   • 8.8k views
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   • Guest
   • March 11, 2011

10. Tax reporting on stock distribution with put option

    By Guest tmills, October 22, 2010
    • 6 replies
    • 6.2k views
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    • ESOP Guy
    • March 7, 2011

11. Failure of dividend test

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

12. Cash distributions to 4975(e) disqualified persons

    By Guest tmills, July 14, 2006
    • 4 replies
    • 3.2k views
    • 
    • QDROphile
    • March 3, 2011

13. ESOP Low on Cash and Options

    By Guest rmwright, February 28, 2011
    • 9 replies
    • 3.8k views
    • 
    • GMK
    • March 1, 2011

14. diversification distributions

    By Guest dsprague, February 2, 2011
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 2, 2011

15. Right to Demand Distribution of Stock in a KSOP

    By Scott, February 1, 2011
    • 0 replies
    • 1.4k views
    • 
    • Scott
    • February 1, 2011

16. Leveraged ESOP In Bankruptcy Question

    By ERISA25, January 25, 2011
    • 0 replies
    • 1.4k views
    • 
    • ERISA25
    • January 25, 2011

17. Filing determination on ESOP doc. Cycle E

    By Guest sugar daddy, January 14, 2011
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 17, 2011

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

    By John Feldt ERPA CPC QPA, January 13, 2011
    • 1 reply
    • 2k views
    • 
    • Kevin C
    • January 14, 2011

19. not sure where I stand

    By Guest probronc1, December 4, 2010
    • 3 replies
    • 1.9k views
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    • Peanut Butter Man
    • December 8, 2010

20. ESOPs and Merger transactions

    By Guest MJ1, December 6, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 6, 2010

21. Put option exercised by disqualified person

    By Guest PiggyBank, December 1, 2010
    • 2 replies
    • 1.8k views
    • 
    • RLL
    • December 2, 2010

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

    By Guest CMC, October 21, 2010
    • 4 replies
    • 3k views
    • 
    • KJohnson
    • October 22, 2010

23. Wife's company purchased; ESOP being liquidated

    By Guest mickster, August 13, 2010
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • October 12, 2010

24. ESOP does not have cash to pay participants

    By Lori H, July 27, 2010
    • 15 replies
    • 5.2k views
    • 
    • Lori H
    • October 7, 2010

25. Distribution policy

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

26. Lost ESOP

    By Guest jfreeborn, September 3, 2010
    • 0 replies
    • 2k views
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    • Guest
    • September 3, 2010

27. ESOP Default provisions

    By Guest Bencat, August 4, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 4, 2010

28. Funding ESOP Distributions

    By Guest sjlbenefits, July 9, 2010
    • 2 replies
    • 3.1k views
    • 
    • GMK
    • August 3, 2010

29. Net Unrealized Appreciation

    By Guest Kbro, July 23, 2010
    • 1 reply
    • 3.4k views
    • 
    • GMK
    • July 23, 2010

30. ESOP Diversification

    By Guest imthatguy, June 29, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 20, 2010

31. Prepaying ESOP Loan - 415 Issues

    By Guest sjlbenefits, July 9, 2010
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 9, 2010

32. ESOP Discrimination

    By Guest cisi, July 1, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 1, 2010

33. single sum to installments

    By Guest Benefitsrock, June 14, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 14, 2010

34. ESOP vesting

    By Lori H, June 8, 2010
    • 9 replies
    • 3.5k views
    • 
    • Kevin C
    • June 10, 2010

35. Basic questions - KSOP use in acquiring S Corporation

    By Guest Msakr, June 6, 2010
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • June 8, 2010

36. Put shares as collateral

    By dmwe, January 13, 2010
    • 4 replies
    • 2.3k views
    • 
    • Marcus R Piquet
    • June 7, 2010

37. Debt buyout of conpany with ESOP

    By Guest lostinfargo, March 7, 2010
    • 1 reply
    • 1.6k views
    • 
    • Marcus R Piquet
    • June 7, 2010

38. Multiple S Corps

    By Guest michaels4811, June 3, 2010
    • 4 replies
    • 4.7k views
    • 
    • Marcus R Piquet
    • June 7, 2010

39. Failure to pass through vote on corporate transaction

    By Guest justbetmd, May 11, 2010
    • 2 replies
    • 1.4k views
    • 
    • A Shot in the Dark
    • May 12, 2010

40. Intentional ESOP loan default

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

41. ESPPs

    By Randy Watson, April 27, 2010
    • 1 reply
    • 1.5k views
    • 
    • A Shot in the Dark
    • April 27, 2010

42. ESOP SAS 70 requirements?

    By Lori H, April 22, 2010
    • 0 replies
    • 1.7k views
    • 
    • Lori H
    • April 22, 2010

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

    By Guest corn, April 1, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 1, 2010

44. EGTRRA Restatement Determ. Letters on ESOPs

    By Guest gaham, February 8, 2010
    • 7 replies
    • 3k views
    • 
    • GMK
    • March 11, 2010

45. ESOP Excess Diversification

    By Guest edman, February 24, 2010
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 24, 2010

46. QDROs & ESOPs

    By Guest Salvador A Mander, February 3, 2010
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 3, 2010

47. nonalloaction period

    By Tom Poje, January 7, 2010
    • 7 replies
    • 2.5k views
    • 
    • Tom Poje
    • January 8, 2010

48. Affiliated Employers no longer affiliated: now what?

    By Guest Grumbles, December 8, 2009
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • December 9, 2009

49. interest on late payments

    By Luis Miguel, December 9, 2009
    • 0 replies
    • 1.4k views
    • 
    • Luis Miguel
    • December 9, 2009

50. leveraged ESOP termination, loan "forgiven"

    By t.haley, October 21, 2009
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • November 20, 2009