401(k) Plans

19,321 topics in this forum

1. Merger Effective 1/1/2010

   By austin3515, December 15, 2010
   • 7 replies
   • 2.1k views
   • 
   • david rigby
   • December 17, 2010

2. Merger issues

   By ombskid, January 21, 2011
   • 0 replies
   • 1k views
   • 
   • ombskid
   • January 21, 2011

3. Merger Money Purchase Plan into Profit Sharing Plan

   By Guest jpetrancosta, June 11, 2002
   • 12 replies
   • 4.5k views
   • 
   • KJohnson
   • June 17, 2002

4. Merger of 401(k) Plans Mid-Year

   By Guest abrandw, August 29, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • August 29, 2003

5. Merger of 401(k) with ESOP

   By J. Bringhurst, July 30, 2003
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • July 30, 2003

6. Merger of a company

   By Guest DBSI, March 27, 2012
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • March 27, 2012

7. Merger of a Money Purchase Plan with a Safe Harbor 401(k) Profit Shari

   By Guest EPC, September 23, 2002
   • 1 reply
   • 1.5k views
   • 
   • KJohnson
   • September 23, 2002

8. Merger of Corporations & Successor Plan

   By shERPA, October 27, 2017
   • 0 replies
   • 663 views
   • 
   • shERPA
   • October 27, 2017

9. Merger of DCP

   By J2D2, January 12, 2002
   • 0 replies
   • 1.5k views
   • 
   • J2D2
   • January 12, 2002

10. merger of MPP and 401(k) plans

    By Guest bill welsted, August 29, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • August 29, 2001

11. Merger of MPPP into PS plan and GUST amendments

    By Guest Diane DuFresne, September 17, 2001
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • October 23, 2001

12. Merger of MPPP to 401(k) and on-going loan repayments

    By Guest andmik, June 19, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 19, 2002

13. Merger of non-safe harbor 401(k) plan into safe harbor 401(k) plan

    By Guest PGH.ERISA, March 24, 2008
    • 1 reply
    • 3.5k views
    • 
    • Tom Poje
    • March 25, 2008

14. Merger of non-safe harbor plan into safe harbor plan mid-year

    By Guest sritts, January 25, 2011
    • 10 replies
    • 6.2k views
    • 
    • Jim Norman
    • January 27, 2011

15. merger of off calendar year safe harbor into calendar year safe harbor and transition period

    By 30Rock, March 30, 2022
    • 6 replies
    • 832 views
    • 
    • 30Rock
    • March 30, 2022

16. Merger of plan with no assets or participants

    By Guest Bud, August 17, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2001

17. Merger of Plans

    By Scott, January 11, 2000
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • January 12, 2000

18. Merger of Plans Safe Harbor and Non Safe Harbor

    By 52626, May 23, 2014
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • May 27, 2014

19. Merger of practices/plans

    By Guest jvajj, July 8, 2013   

    • Merging Practices and Plans
    • 0 replies
    • 990 views
    • 
    • Guest
    • July 8, 2013

20. Merger of PS & MP Plan -- Consent to plan loan

    By Wessex, February 8, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 9, 2002

21. merger of safe harbor 401(k)'s

    By R. Butler, August 7, 2006
    • 6 replies
    • 2.2k views
    • 
    • Tom Poje
    • August 8, 2006

22. Merger of Safe Harbor Plan

    By 52626, April 27, 2020
    • 2 replies
    • 887 views
    • 
    • MWeddell
    • April 27, 2020

23. Merger of safe harbor plan into non-safe harbor plan due to business acquisition

    By Belgarath, August 6, 2024
    • 1 reply
    • 555 views
    • 
    • Bill Presson
    • August 8, 2024

24. Merger of Safe Harbor plan to non safe harbor

    By Guest Mk9522, November 29, 2012
    • 7 replies
    • 5.4k views
    • 
    • justatester
    • January 7, 2013

25. Merger of single employer 401(k) Plan into multiple employer 401(k)

    By Guest pensionadmin, March 10, 2002
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • March 12, 2002

26. Merger of Top Heavy and Non-Top Heavy Plans

    By KJohnson, September 24, 1999
    • 1 reply
    • 1.8k views
    • 
    • Dowist
    • September 25, 1999

27. Merger of two 401(k) plans; any special provisions for corporate resolution ?

    By Guest tintree73, December 30, 2003
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • December 31, 2003

28. merger question

    By Earl, August 12, 2008
    • 10 replies
    • 3.2k views
    • 
    • Guest
    • August 13, 2008

29. Merger Question

    By khn, May 23, 2025
    • 3 replies
    • 1.2k views
    • 
    • Ilene Ferenczy
    • May 27, 2025

30. merger safe harbor plan and non safe harbor plan

    By k man, August 3, 2009
    • 2 replies
    • 1.5k views
    • 
    • k man
    • August 5, 2009

31. merger situation

    By Kimberly S, July 15, 2008
    • 3 replies
    • 1.3k views
    • 
    • JanetM
    • July 16, 2008

32. MERGER, CONSOLIDATION OR SUBSTITUTION??

    By Guest LARRY, August 25, 1998
    • 4 replies
    • 4.8k views
    • 
    • Guest
    • September 19, 1998

33. merger: transition rule

    By k man, February 14, 2005
    • 2 replies
    • 2.1k views
    • 
    • austin3515
    • February 15, 2005

34. Merger???

    By chris, October 11, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • October 11, 2002

35. Merger/Acquisition & Successor Plan Rules

    By LANDO, July 1, 2024   

    • merger/acquisition
    • successor plan
    • (and 1 more)

      Tagged with:

      • merger/acquisition
      • successor plan
      • severance from employment
    • 3 replies
    • 688 views
    • 
    • CuseFan
    • July 2, 2024

36. Merger/Acquisition where one corp sponsors a SIMPLE-IRA

    By Belgarath, March 6, 2018
    • 4 replies
    • 3k views
    • 
    • Belgarath
    • March 6, 2018

37. Merger/Acquisitions

    By Nassau, October 12, 2012
    • 2 replies
    • 2.3k views
    • 
    • Tom Poje
    • October 26, 2012

38. Merger/Termination of Money Purchase Plans

    By Guest dhoefer, February 18, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 20, 2002

39. Mergering 401(k) plans

    By tsrl01, February 4, 2010
    • 0 replies
    • 978 views
    • 
    • tsrl01
    • February 4, 2010

40. mergers

    By Guest susan w, September 8, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 16, 1999

41. Mergers

    By Guest Thornton, July 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 18, 2003

42. Mergers & Acquisitions- Merging 401(K) Plans.

    By Guest RichardLHill, February 24, 1999
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • March 5, 1999

43. Mergers & Acquistions

    By justatester, July 21, 2014   

    • When is BRF required?
    • 3 replies
    • 2.5k views
    • 
    • LMOC
    • March 30, 2015

44. Mergers and 401k Safe harbors

    By perkinsran, March 7, 2007
    • 0 replies
    • 1k views
    • 
    • perkinsran
    • March 7, 2007

45. Mergers and Terminations-when is ADP Deadline?

    By justatester, October 6, 2022
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • October 10, 2022

46. Mergers/Acquisitions-what happens to the participants money under old

    By Guest Karen Renee, February 22, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 1999

47. Merging 2 plans into One

    By Mr Bagwell, March 31, 2020
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • April 2, 2020

48. Merging 2 Safe Harbor Plans mid year

    By austin3515, August 14, 2019
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 15, 2019

49. Merging 2 safe harbor plans mid-year

    By Guest FAQ, June 26, 2012
    • 1 reply
    • 3k views
    • 
    • Tom Poje
    • June 26, 2012

50. Merging 401(k) Plan

    By 52626, July 25, 2013   

    • Trustees Liability
    • 4 replies
    • 1.6k views
    • 
    • MoJo
    • July 26, 2013