Employee Stock Ownership Plans (ESOPs)

1,187 topics in this forum

1. Revenue Ruling 2003-27

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

2. Confused about "Within One Taxable Year"

   By ERISAatty, September 28, 2009
   • 6 replies
   • 2.4k views
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   • Guest
   • October 5, 2009

3. 409(h)(4) vs 54.4975-7(b)(11) (Put option)

   By Guest tmills, October 1, 2009
   • 2 replies
   • 1.9k views
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   • Guest
   • October 2, 2009

4. Exempt Loan v. Permissible Other Loan

   By Tot, August 20, 2009
   • 11 replies
   • 6.3k views
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   • Tot
   • August 28, 2009

5. ESOP Cost basis after S Election

   By Guest erisaauditor, August 11, 2009
   • 1 reply
   • 2.1k views
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   • GMK
   • August 11, 2009

6. Put Option - Bank exception

   By Trekker, August 10, 2009
   • 0 replies
   • 1.1k views
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   • Trekker
   • August 10, 2009

7. Discretion to eliminate single sum

   By Trekker, August 10, 2009
   • 0 replies
   • 1.1k views
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   • Trekker
   • August 10, 2009

8. expiation of put option period

   By LIBERTYKID, August 6, 2009
   • 2 replies
   • 1.3k views
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   • GMK
   • August 6, 2009

9. Frozen ESOP Participation

   By MoShawn, July 28, 2009
   • 1 reply
   • 1.9k views
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   • Guest
   • August 3, 2009

10. ESOP Ownership of Susidiary

    By Guest strayhorn, July 23, 2009
    • 1 reply
    • 1.5k views
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    • Guest
    • July 24, 2009

11. Stock Option software recommendations sought

    By Guest Eric., June 18, 2009
    • 0 replies
    • 1.1k views
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    • Guest
    • June 18, 2009

12. Stock Option RK & Reporting

    By Guest Eric., June 17, 2009
    • 0 replies
    • 1.2k views
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    • Guest
    • June 17, 2009

13. Underwater ESOP

    By Guest CitationSquirrel, June 5, 2009
    • 1 reply
    • 2.6k views
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    • Marcus R Piquet
    • June 8, 2009

14. Semi-annual allocation periods

    By John Feldt ERPA CPC QPA, May 14, 2009
    • 0 replies
    • 1.4k views
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    • John Feldt ERPA CPC QPA
    • May 14, 2009

15. Company sold 2 years ago

    By Guest golf4food, May 13, 2009
    • 2 replies
    • 1.4k views
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    • Guest
    • May 14, 2009

16. Stock Plan Administrator

    By Guest benefitsanalyst, April 29, 2009
    • 1 reply
    • 1.6k views
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    • RLL
    • May 5, 2009

17. ESOP contribution to 401(k)?

    By Bill Presson, April 16, 2009
    • 6 replies
    • 2.5k views
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    • Bill Presson
    • April 16, 2009

18. Reallocating distributed shares

    By Guest SuzieQNEC, April 15, 2009
    • 6 replies
    • 3.1k views
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    • Guest
    • April 16, 2009

19. ESOP Conversion to Profit Sharing Plan and Cutback Questions

    By 7806akp, April 7, 2009
    • 3 replies
    • 5.2k views
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    • RLL
    • April 15, 2009

20. Rollovers and TAM 200841042

    By KJohnson, April 15, 2009
    • 0 replies
    • 2.1k views
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    • KJohnson
    • April 15, 2009

21. Schedule E- Loan Under Code Section 133

    By Lori Foresz, April 15, 2009
    • 1 reply
    • 1.6k views
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    • A Shot in the Dark
    • April 15, 2009

22. Participation in Union Health Plan by ESOP Company

    By Guest sjlbenefits, April 14, 2009
    • 4 replies
    • 1.6k views
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    • jpod
    • April 14, 2009

23. ISO REPORTING REQUIREMENT?

    By Guest Eric., March 17, 2009
    • 1 reply
    • 1.3k views
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    • Guest
    • March 18, 2009

24. Rollover of proceeds of mandatory put

    By Guest tmills, January 23, 2009
    • 6 replies
    • 4k views
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    • QDROphile
    • January 31, 2009

25. Disqualified ESOP and IRA rollover

    By Guest Anna Lynn, January 12, 2009
    • 6 replies
    • 3.5k views
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    • BeckyMiller
    • January 26, 2009

26. Reimbursement for expenses of establishing and administering plan 409(i)

    By jstorch, January 14, 2009
    • 3 replies
    • 1.8k views
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    • RLL
    • January 15, 2009

27. Eliminate Pass Thru Voting

    By Tot, January 8, 2009
    • 2 replies
    • 1.9k views
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    • Tot
    • January 14, 2009

28. Leased employees not allowed to participate in ESOP's?

    By Brenda Wren, October 23, 2008
    • 7 replies
    • 4.7k views
    • 
    • Just Me
    • January 5, 2009

29. Annual loan payment from annual contribution

    By dmwe, November 12, 2008
    • 5 replies
    • 1.8k views
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    • BeckyMiller
    • January 5, 2009

30. ESOP annual participation

    By Guest cybrworld, November 25, 2008
    • 6 replies
    • 2.5k views
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    • BeckyMiller
    • January 5, 2009

31. Put Option pricing

    By dmwe, December 2, 2008
    • 1 reply
    • 1.3k views
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    • BeckyMiller
    • January 5, 2009

32. loan not from disqualified person

    By LIBERTYKID, December 11, 2008
    • 2 replies
    • 1.6k views
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    • BeckyMiller
    • January 5, 2009

33. 409(p) regulations

    By LIBERTYKID, December 24, 2008
    • 1 reply
    • 1.7k views
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    • BeckyMiller
    • January 5, 2009

34. elimination of cash option

    By LIBERTYKID, November 26, 2008
    • 7 replies
    • 2.4k views
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    • RLL
    • December 3, 2008

35. ESOP - no plan amendment since 1995

    By PAL, December 3, 2008
    • 1 reply
    • 1.6k views
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    • RLL
    • December 3, 2008

36. Why does this ex-employee say he retired?

    By Guest Tuscany, November 24, 2008
    • 2 replies
    • 1.3k views
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    • GMK
    • November 24, 2008

37. Leveraged ESOP

    By Guest pensionadmin406, October 23, 2008
    • 8 replies
    • 3.1k views
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    • Guest
    • November 12, 2008

38. Diversification

    By Lori H, July 9, 2008
    • 7 replies
    • 3.7k views
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    • GMK
    • October 3, 2008

39. accelerated vesting schedule?

    By Lori H, September 17, 2008
    • 7 replies
    • 3.5k views
    • 
    • Lori H
    • September 18, 2008

40. Candaian EE in a US ESOP?

    By lexi, February 26, 2007
    • 6 replies
    • 5.1k views
    • 
    • RLL
    • September 2, 2008

41. ESOP

    By Guest sooner1, August 9, 2008
    • 2 replies
    • 1.8k views
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    • A Shot in the Dark
    • August 18, 2008

42. Unreleased shares after loan is paid off

    By Guest SuzieQNEC, July 22, 2008
    • 3 replies
    • 2.6k views
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    • Guest
    • July 24, 2008

43. Convert Former Participant's Accounts to Cash / Stock buy-back

    By Guest DDahl, July 22, 2008
    • 2 replies
    • 1.5k views
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    • Guest
    • July 22, 2008

44. Former Employees / Stock buy-back

    By Guest DDahl, July 22, 2008
    • 0 replies
    • 1.6k views
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    • Guest
    • July 22, 2008

45. question on annual ESOP payments

    By Guest nynaeve, July 14, 2008
    • 3 replies
    • 2k views
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    • Guest
    • July 15, 2008

46. Distribution Deferral

    By Guest GaryBlank, June 17, 2008
    • 0 replies
    • 1.4k views
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    • Guest
    • June 17, 2008

47. AvoidanceReduction of Sec. 4978 Excise Tax

    By Guest Rob Perry, April 27, 2001
    • 3 replies
    • 3.5k views
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    • IRA
    • June 13, 2008

48. ESOP accounting

    By Guest LAT RBS, June 2, 2008
    • 4 replies
    • 11.7k views
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    • BeckyMiller
    • June 13, 2008

49. 409(l)(4)(B)

    By LIBERTYKID, June 9, 2008
    • 0 replies
    • 2.1k views
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    • LIBERTYKID
    • June 9, 2008

50. Financial Audit Disclosure

    By JRN, May 21, 2008
    • 2 replies
    • 3.3k views
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    • BeckyMiller
    • May 27, 2008