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Mergers and Acquisitions

400 topics in this forum

  1. Very strange merger situation...

    By Belgarath,
    • 1 reply
    • 96 views

  2. Length of Time for Acquired Employees to Join Health Plan

    By waid10,
    • 5 replies
    • 383 views

  3. M&A and FSA - And COBRA and Rollover Balances

    By Bcompliance2003,
    • 0 replies
    • 277 views

  4. Acquisition of New Company w/o Retirement Plan Adopting Buyer's SH 401(k) Plan

    By patriciab,
    • 1 reply
    • 400 views

  5. Employee Notification of Being Bought?

    By Bcompliance2003,
    • 0 replies
    • 291 views

  6. Buyer to bring seller's ee's into their own plan - who pays ER?

    By TPApril,
    • 1 reply
    • 273 views

  7. Multiple Employer Plan - Spin-off and Terminate, or Transfer Assets?

    By kmhaab,
    • 8 replies
    • 3.8k views

  8. Merger and Missed Deferral Opportunity

    By Catch22PGM,
    • 1 reply
    • 324 views

  9. Medical FSA During M&A

    By Bcompliance2003,
    • 0 replies
    • 237 views

  10. COBRA Continuation (mini-COBRA and existing qualified beneficiaries)

    By youngbenefitslawyer,
    • 0 replies
    • 242 views

  11. How to handle testing refunds of seller in a stock purchase.

    By HCE,
    • 1 reply
    • 516 views

  12. Change in Ownership during an aquisition causes AFG situation - What can the one HCE/owner do outside the plan to avoid coverage issue

    By HarleyBabe,
    • 0 replies
    • 391 views

  13. Dental practice "sold"

    By pmacduff,
    • 4 replies
    • 678 views

  14. Merge 401(k) trusts later than designated plan merger date?

    By kmhaab,
    • 3 replies
    • 879 views

  15. M&A-Asset Sale-Use of Seller's 401k Plan Deferral Elections??

    By ERISAGal,
    • 5 replies
    • 941 views

  16. Asset Sale-Sellers Plan Terminating with Participant Loans

    By ERISAGal,
    • 8 replies
    • 1.1k views

  17. 401(k) Plan as a Party to Sale Agreement?

    By kmhaab,
    • 4 replies
    • 801 views

  18. Partial Acquisition of Company - Merge?

    By khn,
    • 1 reply
    • 599 views

  19. TPA bankers? We are looking to work with a banker who focuses on TPA M&A as we are interested to buy. Who should we talk to?

    By John P,
    • 0 replies
    • 360 views

  20. When is ownership determined for coverage testing?

    By Catch22PGM,   
    • 2 replies
    • 540 views

  21. Freezing a DC Plan Following Stock Purchase

    By Towanda,
    • 2 replies
    • 811 views

  22. Unfamiliar Territory - the merger of 3 companies into one - each with a plan

    By HarleyBabe,
    • 4 replies
    • 479 views

  23. asset sale, 401k overlooked

    By WCC,
    • 7 replies
    • 1.5k views

  24. 100% vesting for a reduction in force (not a partial term.)

    By Guest Iwonder,
    • 4 replies
    • 2.5k views

  25. One Company that wants to merge two 401(k) plans

    By Dougsbpc,
    • 3 replies
    • 945 views
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