Compliance August 2, 2011
IRS ESOP Review Worksheet Revised
The Internal Revenue Service has created a revised
Employee Stock Ownership Plan (ESOP) Review Worksheet to be used for
plans’ initial review.
Reported by PLANADVISER staff
The National Center for Employee Ownership (NCEO) reports that the three-page worksheet is meant to be used as tool to help design ESOP documents that meet regulatory requirements.
The worksheet is at http://www.irs.gov/pub/irs-tege/esop_worksheet_0811.pdfYou Might Also Like:
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ESOP Appraisal Proposal Expected in Coming Months
EBSA has not, however, set a hard deadline for the much-anticipated proposal.
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DOL, IRS Announce Spring Regulatory Agendas
The agendas contain important updates on fiduciary corrections and ESOP valuation.
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Will ESOPs Finally Get Regulatory Clarity?
SECURE 2.0 requires DOL to create rules for ESOP valuation.