401(k) Plans

19,275 topics in this forum

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

   By Guest tintree73, December 30, 2003
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • December 31, 2003

2. merger question

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

3. Merger Question

   By khn, May 23
   • 3 replies
   • 1.1k views
   • 
   • Ilene Ferenczy
   • May 27

4. 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

5. merger situation

   By Kimberly S, July 15, 2008
   • 3 replies
   • 1.2k views
   • 
   • JanetM
   • July 16, 2008

6. MERGER, CONSOLIDATION OR SUBSTITUTION??

   By Guest LARRY, August 25, 1998
   • 4 replies
   • 4.7k views
   • 
   • Guest
   • September 19, 1998

7. merger: transition rule

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

8. Merger???

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

9. 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
   • 601 views
   • 
   • CuseFan
   • July 2, 2024

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

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

11. Merger/Acquisitions

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

12. Merger/Termination of Money Purchase Plans

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

13. Mergering 401(k) plans

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

14. mergers

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

15. Mergers

    By Guest Thornton, July 18, 2003
    • 2 replies
    • 1k views
    • 
    • Guest
    • July 18, 2003

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

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

17. Mergers & Acquistions

    By justatester, July 21, 2014   

    • When is BRF required?
    • 3 replies
    • 2.4k views
    • 
    • LMOC
    • March 30, 2015

18. Mergers and 401k Safe harbors

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

19. Mergers and Terminations-when is ADP Deadline?

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

20. 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

21. Merging 2 plans into One

    By Mr Bagwell, March 31, 2020
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • April 2, 2020

22. Merging 2 Safe Harbor Plans mid year

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

23. Merging 2 safe harbor plans mid-year

    By Guest FAQ, June 26, 2012
    • 1 reply
    • 2.9k views
    • 
    • Tom Poje
    • June 26, 2012

24. Merging 401(k) Plan

    By 52626, July 25, 2013   

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

25. Merging 401(k) Plans

    By Guest JPIngold, November 2, 2012
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • November 2, 2012

26. Merging a 401k plan into a 403b plan

    By cpc0506, September 25, 2014
    • 7 replies
    • 6.3k views
    • 
    • Ben Jensen
    • July 31, 2024

27. Merging a Money Purchase

    By FJR, January 16, 2002
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • January 16, 2002

28. Merging a safe harbor 401(k) plan with non-safe harbor 401(k) plan

    By Guest PenGuy, December 8, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 18, 2003

29. Merging a SH Plan with a Non-SH Plan (What to look out for?)

    By Chris123, March 9, 2021
    • 0 replies
    • 338 views
    • 
    • Chris123
    • March 9, 2021

30. Merging money purchase plan into 401k mid year

    By 30Rock, June 23, 2015
    • 2 replies
    • 1.9k views
    • 
    • ESOP Guy
    • June 23, 2015

31. Merging MP and PS Plans

    By MBCarey, July 30, 2003
    • 8 replies
    • 1.4k views
    • 
    • E as in ERISA
    • July 30, 2003

32. Merging MP Plan into PS Plan - full vesting required?

    By Guest Richard Scheer, October 16, 2001
    • 3 replies
    • 1.7k views
    • 
    • Dave Baker
    • October 18, 2001

33. Merging of 401k Plans...

    By Guest GrndLkNatv, August 7, 2008
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • August 8, 2008

34. Merging plans

    By Guest KRS401k, February 17, 2011
    • 1 reply
    • 1k views
    • 
    • rcline46
    • February 17, 2011

35. Merging Plans

    By Logan401, April 16, 2013
    • 9 replies
    • 1.6k views
    • 
    • rcline46
    • April 18, 2013

36. Merging Plans of Parent/Subsidiary

    By Guest jefe96, August 18, 2005
    • 4 replies
    • 2.2k views
    • 
    • E as in ERISA
    • August 22, 2005

37. merging safe harbor 401k with non-safe harbor 401k

    By Santo Gold, May 15, 2007
    • 4 replies
    • 3k views
    • 
    • Guest
    • May 30, 2007

38. Merging Safe Harbor Plan Mid Year

    By 52626, July 24, 2019
    • 1 reply
    • 1.3k views
    • 
    • Luke Bailey
    • July 25, 2019

39. Merging Safe Harbor Plans

    By Gilmore, September 23, 2021
    • 2 replies
    • 748 views
    • 
    • Gilmore
    • September 24, 2021

40. Merging SH 401(k) and non-SH 401(k) mid year

    By lexi, March 9, 2007
    • 4 replies
    • 2k views
    • 
    • PMC
    • March 13, 2007

41. Merging SH and Non-SH Plans as of 1/1/2015

    By austin3515, October 24, 2014
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • November 2, 2014

42. Merging SH Plan into Non-SH Plan

    By austin3515, August 29, 2014
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • September 2, 2014

43. Merging two plan, one ends 5/31, other ends 12/31

    By Guest lindamichals, June 29, 2004
    • 0 replies
    • 824 views
    • 
    • Guest
    • June 29, 2004

44. Merging two plans

    By Guest cconnell, December 16, 2005
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • December 17, 2005

45. Messy situation

    By Belgarath, February 15, 2023
    • 2 replies
    • 338 views
    • 
    • Belgarath
    • February 16, 2023

46. Met eligibility, terminated before entry, rehired

    By kwalified, November 28, 2012
    • 3 replies
    • 2k views
    • 
    • kwalified
    • November 29, 2012

47. Mewa

    By Guest hturneri, August 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 13, 2001

48. MFS & Hartford Reports

    By Guest raleightpa, November 19, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 19, 2007

49. MIA participants

    By Guest hyper, January 24, 2006
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • April 23, 2009

50. Michigan 401k plan for small employers

    By Guest nherkowitz, February 14, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 14, 2006