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- The Enron And Lucent Cases: Responsibilities For Employer Stock
- From the executive summary: ‘Employee Retirement Income Security Act ERISA requires that plan fiduciaries should monitor the investments in 401k plans, including employer stock. Although the standard for the review may not be clear but the fiduciaries must periodically review the investment for its suitability for participant direction and should...
- White papers 2002-04-01
Additional Resources
- Funding a Private Retirement Plan Using Employer Stock and Stock Options
- This article presents an integrated planning approach for the corporate client whose primary retirement portfolio investments are employer stock and stock options. It also defines models for quantitatively setting retirement savings goals, determines annual or lump-sum funding amounts, and comments on published techniques for liquidating the options to both minimize...
- White papers 2003-03-01
- Employer stocks, gifts of options.
- Some IRS gifts, some welcome, some not...guidance in a few areas: The tax treatment of employer stock and gifts of options on such stock. Extending a settlement program for employee-contractor questions. Others. Employer stock from company plans qualifies for a 20% tax on gain....
- Research articles 1998-04-17
- Big strike: Pension fund hits paydirt; Hecla Mining plan gets nice payoff - its company stock investment returns 400.(News)
- Byline: Joel Chernoff COEUR D'ALENE, Idaho - The Hecla Mining Co. pension fund has struck the mother lode. At a time when "employer securities'' has become a pejorative, a $5.7 million investment in employer stock has turned out spectacula Byline:...
- Research articles 2003-05-26
- Don't Let Stock Options Unbalance Your Portfolio
- Many investors do what Enron employees did - maintain a high concentration of their employer's stock in their portfolios. What percentage of the equity portion of your portfolio is made up of your employer's stock? When calculating the total, consider your 401k, stock purchase plan investments and any employer stock...
- White papers 2004-05-25
- More employers making contributions in stock; Percentage of plan sponsors offering employer stock jumps, despite Enron fallout.(Deloitte & Touche survey on pensions and investments)(Brief Article)(Statistical Data Included)
- Byline: ARLEEN JACOBIUS More companies are making, or matching, their employer contributions to defined contribution plans in company stock than they did a year ago, a survey by Pensions & Investments and Deloitte & Touche shows. The su Byline: ARLEEN...
- Research articles 2002-09-30
- enron fallout: Manager bonanza if Congress limits employer stock.(401(k) assets protections)(Government Activity)(Brief Article)
- Money managers stand to gain billions of dollars in new business if Congress limits the percentage of 401k assets in company stock or forces diversification of employer securities. Indeed, an estimated $400 billion would be up for grabs. Most Money...
- Research articles 2002-02-18
- BAD RAP: Enron not the full story on company stock, P&I shows ; Shares at 31 of 40 companies top the S&P 500 index over a decade.(Brief Article)
- The bad rap given to employer stock in 401k plans following the Enron Corp. debacle is undeserved for many plans, a Pensions & Investments study concludes. Although stocks have suffered over the past 18 months, company stock in many plans ou The bad...
- Research articles 2002-04-15
- Mistaken rollover of stock cannot be undone.(IRAS)(Internal Revenue Service)(Brief article)
- A mistaken rollover of stock to a taxable account can't be undone, IRS says privately to a worker who received a lump-sum plan distribution consisting of cash and employer stock. He gave conflicting directions on his withdrawal form. He first asked A mistaken rollover...
- Research articles 2006-09-08
- The Basics Of Stock Options
- If you have employer stock options, or if you'll receive options in the future, you need to understand how they work. Making the right decisions about stock options can put money in your pocket. Making the wrong decisions could cost you money - in some cases, a lot of money....
- White papers 2004-05-25
- Annual Incentive Stock Option and Employee Stock Purchase Plan Reporting Requirements
- "This article provides a reminder of the annual reporting requirements for an incentive stock option ("ISO") and an employee stock purchase plan ("ESPP") under section 6039 of the Internal Revenue Code of 1986 ("Code"). Employers that grant ISOs or stock purchase rights under ESPPs are required to distribute special notices...
- White papers 2002-01-04
- Tax Planning: Employer Stock-Option Tax Estimators
- The good news is that the tax rules surrounding NonQualified Stock Options, or NQSOs, are simple. The bad news is that the IRS treats NQSOs less favorably than Incentive Stock Options, but there isn't much you can do about that. When you exercise a NQSO, the spread between your exercise...
- Tools & templates 2008-01-01
- Go easy on employer stock; Few compelling buys among these local firms.(Focus: Personal Finance)
- Byline: KAREN J. BANNAN Many top executives are required to own stock in their companies, an effort to align their personal interests with those of their employers. But what's best for other staffers trying to save for retirement? Essentially, the Byline: KAREN J....
- Research articles 2004-11-22
- Changing the recipe of 401 plans: some employers rethink their use of company stock in plan matches, few set caps, others sit tight-waiting for Congress to act - k - Focus on Benefits - Statistical Data Included
- Everyone knows that Enron's collapse virtually wiped out thousands of employees' 401k savings because 60 percent of the plan's assets were invested in Enron stock, which is now essentially worthless. In fact, employer stock accounted for more than 90 percent of some Enron employees' account assets.
- Research articles 2002-09-01
- GAO: workers should know risk of too much employer stock in 401(k)s. (Retirement Issues).(United States General Accounting Office)
- Officials at the U.S. General Accounting Office say Congress should consider making employers warn workers about the risk of stuffing their 401k plans with the employers' stock. Officials at the U.S. General Accounting Office say Congress should consider making employers warn workers about the...
- Research articles 2002-10-14
- Taking Stock In Employee benefits II
- Broad-based, employer-sponsored stock ownership plans are an increasingly important method of rewarding working Americans at all income levels. Once a prerogative of executives, stock ownership programs such as stock options and stock purchase plans are now becoming part of the total rewards package of rank-and-file employees across a wide range...
- White papers 2001-02-28
- Taking Stock in Employee Benefits
- "Broad-based, employer-sponsored stock ownership plans are an increasingly important method of rewarding working Americans at all income levels. Once a prerogative of executives, stock ownership programs such as stock options and stock purchase plans are now becoming part of the total rewards package of rank-and-file employees across a wide range...
- White papers 2001-02-26
- Using Incentive Stock Options
- The main difference between an incentive stock option ISO and a non-qualified stock option NSO is the tax consequence to the employee and the deductibility to the employer. With an ISO, the employee pays no taxes until the stock is sold (assuming that the employee is not subject to alternative...
- White papers 1998-06-01
- international paper: COMPANY STOCK RESTRICTIONS EASED IN 401(K); Investment option makeover also part of planned changes.(Brief Article)(Statistical Data Included)
- STAMFORD, Conn. - International Paper Co. is relaxing restrictions on company stock in its $3.7 billion 401k plan. Starting April 1, only half of the employer match will be in company stock; participants will be able to choose among other plan o STAMFORD,...
- Research articles 2002-02-18
- IRS extends the reach of sec. 83 to post-grant stock transfers.
- The IRS has ruled that in a taxable merger of corporations or a merger of corporations that qualifies as a tax-flee reorganization, Sec. 83 applies to an employee's transfer of stock in his or her employer corporation in return for stock in the remai The IRS...
- Research articles 2007-10-01
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