Employee Stock Ownership Plans (ESOPs)

1,125 topics in this forum

1. ESOP - Service Veterans

   By ejg2553@gmail.com, November 19, 2020
   • 2 replies
   • 243 views
   • 
   • ESOP Guy
   • November 19, 2020

2. ESOP - UBIT Shares

   By katiejoseph, September 23, 2020
   • 1 reply
   • 446 views
   • 
   • Degrand
   • September 28, 2020

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

   By eglynn, August 2, 2016
   • 15 replies
   • 4.6k views
   • 
   • ejg2553@gmail.com
   • September 21, 2020

4. Can ESOP Trust "choose" whether someone is eligible for disbursement?

   By Cindy Anderson, August 24, 2020
   • 7 replies
   • 404 views
   • 
   • Cindy Anderson
   • September 2, 2020

5. Merging a current ESOP into existing 401k plan for c corp

   By TPG, August 25, 2020
   • 6 replies
   • 409 views
   • 
   • Doc Ument
   • August 27, 2020

6. Is IRS Form 1744 final ESOP audit closing letter?

   By Tax Cowboy, August 24, 2020   

   • esop
   • audits 5500s
   • 0 replies
   • 143 views
   • 
   • Tax Cowboy
   • August 24, 2020

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

   By Lori H, January 27, 2016
   • 4 replies
   • 748 views
   • 
   • Kevin C
   • August 11, 2020

8. Employee excluded from ESOP distribution due to illness.

   By shareholder, July 16, 2020
   • 8 replies
   • 379 views
   • 
   • Degrand
   • August 4, 2020

9. Plan (ESOP) diversification error

   By Belgarath, May 27, 2020
   • 9 replies
   • 603 views
   • 
   • Degrand
   • July 31, 2020

10. Compound interest

    By Jared, July 8, 2020
    • 6 replies
    • 440 views
    • 
    • R Griffith
    • July 8, 2020

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

    By Tax Cowboy, May 21, 2020   

    • esop
    • valuation
    • 9 replies
    • 428 views
    • 
    • Tax Cowboy
    • June 24, 2020

12. Other investment account question

    By Carla G., May 11, 2020
    • 3 replies
    • 560 views
    • 
    • Carla G.
    • June 21, 2020

13. How to fairly split ESOP

    By SpecialGuest, June 19, 2020
    • 2 replies
    • 684 views
    • 
    • david rigby
    • June 19, 2020

14. NCEO

    By chibenefits, May 19, 2020
    • 5 replies
    • 365 views
    • 
    • chibenefits
    • May 22, 2020

15. Delaying an ESOP distribution

    By Foodbuilder, May 21, 2020
    • 4 replies
    • 490 views
    • 
    • dmwe
    • May 22, 2020

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

    By Tax Cowboy, May 19, 2020   

    • esop
    • audit
    • (and 1 more)

      Tagged with:

      • esop
      • audit
      • self-correction program
    • 3 replies
    • 329 views
    • 
    • Luke Bailey
    • May 19, 2020

17. ESOP: Interplay between Section 1042 and Rebalancing Requirement

    By Yesrod5, May 6, 2020
    • 2 replies
    • 299 views
    • 
    • Yesrod5
    • May 9, 2020

18. Diversification Percentages

    By HulaJoe, April 24, 2020
    • 5 replies
    • 329 views
    • 
    • ESOP Guy
    • April 26, 2020

19. 200% Appreciation Unusual?

    By ST, April 23, 2020
    • 4 replies
    • 264 views
    • 
    • ESOP Guy
    • April 24, 2020

20. HCE and Warrants

    By ESOP Guy, September 18, 2013
    • 5 replies
    • 1.6k views
    • 
    • Degrand
    • April 23, 2020

21. ESOP RIGHTS / UNDER VALUED

    By HELPPLS, April 7, 2020
    • 8 replies
    • 608 views
    • 
    • HELPPLS
    • April 20, 2020

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

    By RS, January 9, 2020
    • 9 replies
    • 879 views
    • 
    • Degrand
    • April 8, 2020

23. ESOP Vesting After Returning

    By Bluewing97, April 2, 2020
    • 1 reply
    • 204 views
    • 
    • ESOP Guy
    • April 2, 2020

24. Studies performed after 2008 Market crash

    By Tax Cowboy, March 6, 2020   

    • esop
    • 3 replies
    • 254 views
    • 
    • Tax Cowboy
    • March 10, 2020

25. DOL audit ESOP - IDR Response

    By Tax Cowboy, March 5, 2020   

    • esop
    • dol audits
    • 3 replies
    • 370 views
    • 
    • ESOP Guy
    • March 6, 2020