Members Area:
IRS Pension Plan Limitations 2009 through 2015 (COLA) 11-1-14
Majority ESOP Owned-Companies Have 8.8% Productivity Edge 8-29-08
University of Pennsylvania Study Findings 7-28-08
Survey-89% of Companies State ESOPs are Good Business 8-31-07
Tax Reduction and Reform Act of 2007 Link 10-28-07
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BELOW ARE DOCUMENTS AVAILABLE ONLY TO BOOK OWNERS
©2011 ESOP Book All Rights Reserved
ESOP Book Updates On Website Through Fall 2010 ESOP Book Updates On Website Through Fall 2011
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Table of Contents-Volumes I and II
General Index
Statutory and Regulatory Reference Index
Summary of Contents
List of Editors and Contributing Authors
UPDATES
Errata ESOP Book Cumulative to May 1, 2010
Chapter 9Y Valuation Controversies 2007 Update 3-1-08
Chapter 10RY ESOP Trustee & Fiduciary 2008 Update 9-9-08
(Replaces Original Chapter 10)
Chapter 12Y ESOP Accounting 2008 Update 6-20-09
Chapter 13Y Legal Tax ERISA and Securities Issues 2008 Update 6-5-09
Chapter 16Y ESOP Administration 2008 Update 7-11-09
Chapter 20Y ESOPs for S Corporations 2008 Update 2-14-09
Chapter 29A Legislative & Regulatory 2006 Update 8-31-07
Chapter 29B Legislative & Regulatory 2007 Update 8-01-08
Chapter 29C Legislative & Regulatory 2008 Update 9-22-09
Chapter 29D Legislative & Regulatory 2009 Update 9-28-10
Chapter 29E Legislative & Regulatory 2010 Update 9-27-11
Chapter 29F Legislative & Regulatory 2011 Update 9-27-12
Chapter 31RY ESOP Anti-Abuse Testing for S Corporations 2008 Update 9-9-08
(Replaces Original Chapter 31)
Appendix 1 Case Studies Update 2010
(Supplement to Case Studies Appendix in Printed Book)
Appendix 16RY Sample Administrative Material Update 7-11-09
(Replaces Original Appendix 16)
Appendix 24RY ESOP S Corporation IRC § 409(p) Testing 2008 Update 9-9-08
(Replaces Original Appendix 24)
ESOP Bibliography Update Cumulative to 7-18-14
HISTORICAL SECTION
Chapter 10A Eslava v. Gulf Telephone, Inc. 2007 Update 10-28-07
Appendix 16RY Sample Administrative Material 2008 Update 7-11-09
(Replaces Original Appendix 16)
PENSION PROTECTION ACT OF 2006 - MEMORANDUMS
Willamette Management Associates Insights Winter 2007 Article 2-7-07
Legislative Flash - 2006 Pension Act 1-10-07
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Appendix 16RY Sample Administrative Material 2008 Update 7-11-09
(Replaces Original Appendix 16)
PENSION PROTECTION ACT OF 2006 - MEMORANDUMS
Willamette Management Associates Insights Winter 2007 Article 2-7-07
Legislative Flash - 2006 Pension Act 1-10-07
To Download Adobe Reader