Employee Stock Ownership Plans (ESOPs)

1,095 topics in this forum

1. Plan (ESOP) diversification error

   By Belgarath, May 27
   • 7 replies
   • 129 views
   • 
   • Degrand
   • Friday at 10:23 PM

2. Y/E Valution of Stock held by ESOP and earmarked cash reserves

   By Tax Cowboy, May 21   

   • esop
   • valuation
   • 8 replies
   • 136 views
   • 
   • Larry Starr
   • Friday at 07:53 PM

3. NCEO

   By chibenefits, May 19
   • 5 replies
   • 130 views
   • 
   • chibenefits
   • May 22

4. Delaying an ESOP distribution

   By Foodbuilder, May 21
   • 4 replies
   • 118 views
   • 
   • dmwe
   • May 22

5. Self-Correcting Retirement Plan (ESOP) while under audit?

   By Tax Cowboy, May 19   

   • esop
   • audit
   • (and 1 more)

     Tagged with:

     • esop
     • audit
     • self-correction program
   • 3 replies
   • 152 views
   • 
   • Luke Bailey
   • May 19

6. Installment Distributions from an ESOP

   By Trusty Trustee, May 11
   • 4 replies
   • 115 views
   • 
   • Trusty Trustee
   • May 18

7. Other investment account question

   By Carla G., May 11
   • 1 reply
   • 99 views
   • 
   • Carla G.
   • May 13

8. ESOP: Interplay between Section 1042 and Rebalancing Requirement

   By Yesrod5, May 6
   • 2 replies
   • 145 views
   • 
   • Yesrod5
   • May 9

9. Diversification Percentages

   By HulaJoe, April 24
   • 5 replies
   • 221 views
   • 
   • ESOP Guy
   • April 26

10. 200% Appreciation Unusual?

    By ST, April 23
    • 4 replies
    • 149 views
    • 
    • ESOP Guy
    • April 24

11. HCE and Warrants

    By ESOP Guy, September 18, 2013
    • 5 replies
    • 1,378 views
    • 
    • Degrand
    • April 23

12. ESOP RIGHTS / UNDER VALUED

    By HELPPLS, April 7
    • 8 replies
    • 287 views
    • 
    • HELPPLS
    • April 20

13. Why don't stock sales require pass-through votes? Definition of "best interest of plan participants"?

    By RS, January 9
    • 9 replies
    • 449 views
    • 
    • Degrand
    • April 8

14. ESOP Vesting After Returning

    By Bluewing97, April 2
    • 1 reply
    • 79 views
    • 
    • ESOP Guy
    • April 2

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

    By eglynn, August 2, 2016
    • 12 replies
    • 3,542 views
    • 
    • ejg2553@gmail.com
    • March 12

16. Studies performed after 2008 Market crash

    By Tax Cowboy, March 6   

    • esop
    • 3 replies
    • 161 views
    • 
    • Tax Cowboy
    • March 10

17. DOL audit ESOP - IDR Response

    By Tax Cowboy, March 5   

    • esop
    • dol audits
    • 3 replies
    • 185 views
    • 
    • ESOP Guy
    • March 6

18. Private Company Acquired by ESOP Company

    By John Trickel, February 2
    • 3 replies
    • 506 views
    • 
    • Kevin C
    • February 3

19. Late ESOP Contributions?

    By Tax Cowboy, November 16, 2019
    • 2 replies
    • 366 views
    • 
    • BeckyMiller
    • January 18

20. NUA treatment...when can or should it start?

    By tghooper, December 14, 2019
    • 5 replies
    • 256 views
    • 
    • BeckyMiller
    • January 18

21. Transaction between ESOP Company and party in interest

    By Tot, January 3
    • 12 replies
    • 326 views
    • 
    • Degrand
    • January 10

22. Post-Acquisition Terminated Plan - RMDs required?

    By Jennifer J, December 13, 2019
    • 2 replies
    • 417 views
    • 
    • Jennifer J
    • December 30, 2019

23. Proceeds in sale of company for short tenured employee

    By ESOP Rookie, December 18, 2019
    • 4 replies
    • 206 views
    • 
    • ESOP Guy
    • December 18, 2019

24. Help please with question on distribution

    By Alex16, November 6, 2019
    • 5 replies
    • 378 views
    • 
    • Alex16
    • November 13, 2019

25. ESOT & Efficient Corporate Tax Structure

    By PowerCPA, October 31, 2019
    • 5 replies
    • 399 views
    • 
    • GBurns
    • November 7, 2019