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ESOP Downloads

Welcome to the ESOP Downloads Section.

Use this feature to share documents - such as MS Word, pdf, and make ESOP information available via the web. Registered Users may make download submissions once you have made a minimum of 5 posts to the website. Downloads are limited in size to 2MB and pdf is the suggested and preferred format, although MS Word are permitted. Other file formats may be permitted with prior submission to the webmaster. Your submission or use of Downloads is subject to our Terms of Use - please do not post any material unless you own the copyright or have permission to post it from the owner.

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Main Category Listings

	Legislative Developments (2)		United States Department of Labor (4) ERISA Advisory Opinions Information Letters Individual Exemptions Field Assistance Bulletins DOL Annual Private Pension Plan Bulletin Class Exemptions
	United States Treasury Department (13) General Qualified Plan Developments and Guidance S Corporation ESOP Guidance

There are 3 Categories and 19 Downloads listed

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ESOP Downloads

Recent ESOP Downloads

Response to Technical Assistance Request #4 (Fri, 23-Jul-2010)
Response to Technical Assistance Request #3 (Fri, 23-Jul-2010)
Response to Technical Assistance Request #2 (Fri, 23-Jul-2010)
Response to Technical Assistance Request #1 (Fri, 23-Jul-2010)
Employee Plans Examination Guidelines - Employee Stock Ownership Plans (ESOPs) (Fri, 25-Jun-2010)
Powerpoint from June 24, 2010 IRS EP "ESOP Phone Forum" (Fri, 25-Jun-2010)
Final Section 108 Regulations (Tue, 22-Dec-2009)
H.R. 3586 - S Corporation ESOP Promotion and Expansion Act of 2009 (Tue, 22-Dec-2009)
Notice 2009-98 (Tue, 22-Dec-2009)
Notice 2009-97 (Tue, 22-Dec-2009)

Top ESOP Downloads

DOL - Field Assistance Bulletin 2002-1 (0)
Field Assistance Bulletin 2004-03 (0)
FIELD ASSISTANCE BULLETIN NO. 2008-04 (0)
Internal Revenue Code Section 409(p) (0)
IRS 409(p) letter (0)
IRS Information re 409(p) (0)
The Employee Stock Ownership Plan Provision and Improvement Act of 2009 (0)
(0)
Rev. Rul. 2009-40 (0)
Notice 2009-97 (0)

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