Employee Stock Ownership Plans (ESOPs)

1,015 topics in this forum

1. Breach of Esop Fiduciary Responsibility? I need some guidance.

   By Disgruntled, August 10   

   • breach
   • esop
   • (and 2 more)

     Tagged with:

     • breach
     • esop
     • fudciairy
     • responsability
   • 10 replies
   • 146 views
   • 
   • stephen
   • Friday at 05:27 PM

2. Diversification rights for former employee

   By Belgarath, July 11
   • 1 reply
   • 208 views
   • 
   • ESOP Guy
   • July 11

3. Terminated ESOP, Starting a new ESOP

   By whitboston, June 26   

   • plan termination
   • esop
   • (and 1 more)

     Tagged with:

     • plan termination
     • esop
     • successor plan
   • 2 replies
   • 133 views
   • 
   • whitboston
   • June 29

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

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

5. Who can be an ESOP Trustee?

   By kmhaab, April 18   

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

6. Change in Payment Period?

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

7. Which plan-documents provider?

   By Fiduciary Guidance Counsel, October 18, 2016   

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

8. ESOP distributions deferred at LAST MINUTE

   By Nubiangoddess, January 4   

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

9. S to C Conversion and 1042 elections

   By Griswold, February 14   

   • esop
   • 1042
   • (and 1 more)

     Tagged with:

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

10. Coverage Test on a Small Frozen ESOP

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

11. 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
    • 246 views
    • 
    • ESOP Guy
    • March 27

12. Publicly Traded?

    By Scott, August 7, 2000
    • 3 replies
    • 2,438 views
    • 
    • katiejoseph
    • March 23

13. KSOP - Substantial and Recurring Contributions

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

14. Corresponding ERISA section?

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

15. 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
    • 265 views
    • 
    • JRN
    • January 9

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

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

17. 5% owner for RMD

    By TPATC, December 1, 2016   

    • ESOP
    • RMD
    • (and 1 more)

      Tagged with:

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

18. Dividend Reinvestment Election

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

19. ESOP distributions

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

20. 409(p) Guidance with Subsidiaries

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

21. 409(p) Testing and Related Entities

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

22. Subsidiary as Lender to ESOP

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

23. Rollover into 401k

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

24. Voting Rights for an ESOP Restructuring?

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

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

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