Employee Stock Ownership Plans (ESOPs)

1,135 topics in this forum

1. 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
   • 383 views
   • 
   • Luke Bailey
   • May 19, 2020

2. ESOP: Interplay between Section 1042 and Rebalancing Requirement

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

3. Diversification Percentages

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

4. 200% Appreciation Unusual?

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

5. HCE and Warrants

   By ESOP Guy, September 18, 2013
   • 5 replies
   • 1.7k views
   • 
   • Degrand
   • April 23, 2020

6. ESOP RIGHTS / UNDER VALUED

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

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

   By RS, January 9, 2020
   • 9 replies
   • 1k views
   • 
   • Degrand
   • April 8, 2020

8. ESOP Vesting After Returning

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

9. Studies performed after 2008 Market crash

   By Tax Cowboy, March 6, 2020   

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

10. DOL audit ESOP - IDR Response

    By Tax Cowboy, March 5, 2020   

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

11. Private Company Acquired by ESOP Company

    By John Trickel, February 2, 2020
    • 3 replies
    • 633 views
    • 
    • Kevin C
    • February 3, 2020

12. Late ESOP Contributions?

    By Tax Cowboy, November 16, 2019
    • 2 replies
    • 545 views
    • 
    • BeckyMiller
    • January 18, 2020

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

    By tghooper, December 14, 2019
    • 5 replies
    • 377 views
    • 
    • BeckyMiller
    • January 18, 2020

14. Transaction between ESOP Company and party in interest

    By Tot, January 3, 2020
    • 12 replies
    • 1.1k views
    • 
    • Degrand
    • January 10, 2020

15. Post-Acquisition Terminated Plan - RMDs required?

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

16. Proceeds in sale of company for short tenured employee

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

17. Help please with question on distribution

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

18. ESOT & Efficient Corporate Tax Structure

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

19. ESOP Termination Post-Acquisition - Distributions in Cash Only?

    By kmhaab, September 30, 2019
    • 3 replies
    • 1.6k views
    • 
    • Westsquire
    • October 1, 2019

20. Retiring - Are ESOP shares undervalued?

    By I need help, September 24, 2019   

    • esop
    • valuation
    • (and 1 more)

      Tagged with:

      • esop
      • valuation
      • fiduciary
    • 10 replies
    • 614 views
    • 
    • Luke Bailey
    • September 25, 2019

21. Bank Holding Company Loan to ESOP

    By JRN, August 7, 2019
    • 3 replies
    • 525 views
    • 
    • BeckyMiller
    • September 24, 2019

22. ESOP Loan paid off, time to pay terminees

    By Brenda Wren, August 30, 2019
    • 0 replies
    • 303 views
    • 
    • Brenda Wren
    • August 30, 2019

23. Esop Audit question

    By Tax Cowboy, August 27, 2019   

    • esop
    • 5 replies
    • 455 views
    • 
    • Tax Cowboy
    • August 28, 2019

24. Plan buy-back of ESOP shares

    By Dennis G., July 1, 2019
    • 11 replies
    • 1.2k views
    • 
    • QDROphile
    • July 8, 2019

25. Leveraged ESOP and failure to make loan payment

    By Tax Cowboy, June 27, 2019
    • 1 reply
    • 467 views
    • 
    • A Shot in the Dark
    • June 27, 2019