Employee Stock Ownership Plans (ESOPs)

1,099 topics in this forum

1. ESOP Distributions and 401(a)(14) Election

   By piquantbaron, Tuesday at 09:17 PM
   • 1 reply
   • 34 views
   • 
   • ESOP Guy
   • Tuesday at 09:47 PM

2. Prototype ESOP document restatement. Rev. Proc 2011-49???

   By Lori H, January 27, 2016
   • 4 replies
   • 655 views
   • 
   • Kevin C
   • Tuesday at 08:58 PM

3. Employee excluded from ESOP distribution due to illness.

   By shareholder, July 16
   • 8 replies
   • 265 views
   • 
   • Degrand
   • August 4

4. Plan (ESOP) diversification error

   By Belgarath, May 27
   • 9 replies
   • 237 views
   • 
   • Degrand
   • July 31

5. Compound interest

   By Jared, July 8
   • 6 replies
   • 183 views
   • 
   • R Griffith
   • July 8

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

   By Tax Cowboy, May 21   

   • esop
   • valuation
   • 9 replies
   • 271 views
   • 
   • Tax Cowboy
   • June 24

7. Other investment account question

   By Carla G., May 11
   • 3 replies
   • 271 views
   • 
   • Carla G.
   • June 21

8. How to fairly split ESOP

   By SpecialGuest, June 19
   • 2 replies
   • 116 views
   • 
   • david rigby
   • June 19

9. NCEO

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

10. Delaying an ESOP distribution

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

11. 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
    • 219 views
    • 
    • Luke Bailey
    • May 19

12. Installment Distributions from an ESOP

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

13. ESOP: Interplay between Section 1042 and Rebalancing Requirement

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

14. Diversification Percentages

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

15. 200% Appreciation Unusual?

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

16. HCE and Warrants

    By ESOP Guy, September 18, 2013
    • 5 replies
    • 1,425 views
    • 
    • Degrand
    • April 23

17. ESOP RIGHTS / UNDER VALUED

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

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

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

19. ESOP Vesting After Returning

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

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

    By eglynn, August 2, 2016
    • 12 replies
    • 3,683 views
    • 
    • ejg2553@gmail.com
    • March 12

21. Studies performed after 2008 Market crash

    By Tax Cowboy, March 6   

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

22. DOL audit ESOP - IDR Response

    By Tax Cowboy, March 5   

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

23. Private Company Acquired by ESOP Company

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

24. Late ESOP Contributions?

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

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

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