Employee Stock Ownership Plans (ESOPs)

1,012 topics in this forum

1. Small Amount Exception for Right to Distribution in Stock?

   By KEC79, May 17
   • 6 replies
   • 301 views
   • 
   • BeckyMiller
   • May 22

2. Who can be an ESOP Trustee?

   By kmhaab, April 18   

   • esop
   • trustee
   • 7 replies
   • 291 views
   • 
   • QDROphile
   • April 27

3. Change in Payment Period?

   By beartd, December 6, 2016
   • 2 replies
   • 348 views
   • 
   • CassandraS
   • April 18

4. Which plan-documents provider?

   By Fiduciary Guidance Counsel, October 18, 2016   

   • ESOP
   • 6 replies
   • 567 views
   • 
   • BeckyMiller
   • April 3

5. ESOP distributions deferred at LAST MINUTE

   By Nubiangoddess, January 4   

   • esop distributions
   • 8 replies
   • 395 views
   • 
   • BeckyMiller
   • April 3

6. S to C Conversion and 1042 elections

   By Griswold, February 14   

   • esop
   • 1042
   • (and 1 more)

     Tagged with:

     • esop
     • 1042
     • s-corp
   • 2 replies
   • 211 views
   • 
   • BeckyMiller
   • April 3

7. Coverage Test on a Small Frozen ESOP

   By Lori H, March 28
   • 1 reply
   • 104 views
   • 
   • Mike Preston
   • March 28

8. Distribution from defined ESOP for Alt Payee

   By exhausted, March 24   

   • distribution
   • legal
   • (and 2 more)

     Tagged with:

     • distribution
     • legal
     • alt-payee
     • esop
   • 6 replies
   • 204 views
   • 
   • ESOP Guy
   • March 27

9. Publicly Traded?

   By Scott, August 7, 2000
   • 3 replies
   • 2,386 views
   • 
   • katiejoseph
   • March 23

10. KSOP - Substantial and Recurring Contributions

    By EBECatty, February 21
    • 2 replies
    • 272 views
    • 
    • QDROphile
    • February 22

11. Corresponding ERISA section?

    By Griswold, January 11
    • 1 reply
    • 326 views
    • 
    • Griswold
    • January 11

12. ESOP Restore Forfeited Shares

    By WhatsESUP, January 9   

    • esop
    • forfeited
    • (and 7 more)

      Tagged with:

      • esop
      • forfeited
      • restore
      • reinstate
      • vest
      • break
      • service
      • forfeiture
      • shares
    • 2 replies
    • 224 views
    • 
    • JRN
    • January 9

13. ESOP termination; rollover shares to SDIRA; company owner

    By jefranks, December 7, 2016
    • 6 replies
    • 591 views
    • 
    • jefranks
    • January 5

14. 5% owner for RMD

    By TPATC, December 1, 2016   

    • ESOP
    • RMD
    • (and 1 more)

      Tagged with:

      • ESOP
      • RMD
      • top heavy
    • 2 replies
    • 402 views
    • 
    • GMK
    • December 2, 2016

15. Dividend Reinvestment Election

    By TPSreports, December 2, 2016
    • 1 reply
    • 271 views
    • 
    • ESOP Guy
    • December 2, 2016

16. ESOP distributions

    By Carla G., October 28, 2016
    • 3 replies
    • 418 views
    • 
    • Carla G.
    • October 28, 2016

17. 409(p) Guidance with Subsidiaries

    By ERISA-Bubs, October 6, 2016
    • 0 replies
    • 369 views
    • 
    • ERISA-Bubs
    • October 6, 2016

18. 409(p) Testing and Related Entities

    By ERISA-Bubs, September 27, 2016
    • 0 replies
    • 318 views
    • 
    • ERISA-Bubs
    • September 27, 2016

19. Subsidiary as Lender to ESOP

    By ERISA-Bubs, September 21, 2016
    • 1 reply
    • 415 views
    • 
    • Griswold
    • September 22, 2016

20. Rollover into 401k

    By coleboy, September 9, 2016
    • 5 replies
    • 639 views
    • 
    • QDROphile
    • September 9, 2016

21. Voting Rights for an ESOP Restructuring?

    By nmq3879, September 7, 2016
    • 7 replies
    • 381 views
    • 
    • ESOP Guy
    • September 8, 2016

22. Termination of an ESOP / Valuation of shares in the ESOP, how this should be determined?

    By eglynn, August 2, 2016
    • 6 replies
    • 577 views
    • 
    • ESOP Guy
    • August 3, 2016

23. Does this ER's idea for life insurance in the ESOP work?

    By katieinny, July 27, 2016
    • 3 replies
    • 458 views
    • 
    • katieinny
    • July 27, 2016

24. Can anyone link me to FASB ASC 718-40?

    By Griswold, July 26, 2016
    • 2 replies
    • 658 views
    • 
    • david rigby
    • July 26, 2016

25. Related Entities for 409(p) Testing

    By ERISA-Bubs, July 21, 2016
    • 1 reply
    • 402 views
    • 
    • ERISA-Bubs
    • July 25, 2016