ESOP Insourcing is the only ESOP service provider that includes an annual repurchase obligation analysis in the administration process.

  

 

IRS Notice 2006-107 - Diversification Requirements for Qualified Defined Contribution Plans Holding Publicly Traded Employer Securities     (PDF)

Diversification; transition rules; defined contribution plans. This notice provides transitional rules with respect to the diversification requirements of publicly traded securities for certain defined contribution plans, requests comments on the transitional guidance (as well as comments for regulations), and contains a model notice that employers may give their affected employees.

Related Links

03/2007

Defined Contribution Plans Receive Guidance on Participants' Rights to Diversify Investments in Employer Securities  

03/19/07 

Comments on Transition Guidance Under Notice 2006-107 Regarding Employer Stock Diversification Requirements

03/16/07

Comments on the Diversification Requirements for Qualified Defined Contribution Plans Holding Publicly Traded Employer Securities

03/16/07

Re: Notice on Diversification Requirements for Qualified Defined Contribution Plans Holding Publicly Traded Employer Securities

03/2007

Welcome relief for stock diversification

02/02/07

ERIC Files Comments on PPA Diversification Requirements

12/2006 

Internal Revenue Service Provides Transitional Guidance on Diversification Rights With Respect to Publicly Traded Employer Securities

12/21/06

Holiday Gift from the Department of Labor:  Relief from Diversification Notice Requirements

12/08/06 

Pension Protection Act of 2006—Employer Stock Diversification Notice:  But What If Our 401(k) Plan Already Permits Diversification?

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