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Mergers and Acquisitions

410 topics in this forum

  1. Does stock purchase violate 12 month Successor rule

    By susieQ,
    • 1 reply
    • 280 views

  2. Wrongful retention of employer contribution by buyer following sale

    By C_Mpls,
    • 2 replies
    • 1k views

  3. 280G issues - unvested stock options

    By HCE,
    • 1 reply
    • 3.1k views

  4. Merging Plans without a controlled group

    By formeractuary,
    • 3 replies
    • 2.1k views

  5. 280G Issues

    By HCE,
    • 1 reply
    • 776 views

  6. Deferred Comp and F Reorg

    By mtopalovic,
    • 0 replies
    • 852 views

  7. Ongoing Vesting in Stock Sale

    By Gilmore,
    • 2 replies
    • 943 views

  8. Related Employers - Past Transition period - Different Plan Years

    By 401kology,   
    • 0 replies
    • 992 views

  9. 3 Entities 3 Plans want to merge

    By AmyETPA,
    • 5 replies
    • 1.6k views

  10. 401(k) Asset Sale/Assume Plan Sponsorship Questions

    By Interested Party,
    • 2 replies
    • 1.1k views

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

    By waid10,
    • 6 replies
    • 2.8k views

  12. Very strange merger situation...

    By Belgarath,
    • 1 reply
    • 732 views

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

    By Bcompliance2003,
    • 0 replies
    • 964 views

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

    By patriciab,
    • 1 reply
    • 1.2k views

  15. Employee Notification of Being Bought?

    By Bcompliance2003,
    • 0 replies
    • 1k views

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

    By TPApril,
    • 1 reply
    • 863 views

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

    By kmhaab,
    • 8 replies
    • 6.3k views

  18. Merger and Missed Deferral Opportunity

    By Catch22PGM,
    • 1 reply
    • 1k views

  19. Medical FSA During M&A

    By Bcompliance2003,
    • 0 replies
    • 821 views

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

    By youngbenefitslawyer,
    • 0 replies
    • 1.1k views

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

    By HCE,
    • 1 reply
    • 1.2k views

  22. 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
    • 882 views

  23. Dental practice "sold"

    By pmacduff,
    • 4 replies
    • 1.6k views

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

    By kmhaab,
    • 3 replies
    • 2k views

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

    By ERISAGal,
    • 5 replies
    • 2.5k views

  26. Asset Sale-Sellers Plan Terminating with Participant Loans

    By ERISAGal,
    • 8 replies
    • 4.3k views

  27. 401(k) Plan as a Party to Sale Agreement?

    By kmhaab,
    • 4 replies
    • 2.1k views

  28. Partial Acquisition of Company - Merge?

    By khn,
    • 1 reply
    • 1.5k views

  29. 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
    • 1k views

  30. When is ownership determined for coverage testing?

    By Catch22PGM,   
    • 2 replies
    • 1.4k views

  31. Freezing a DC Plan Following Stock Purchase

    By Towanda,
    • 2 replies
    • 2k views

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

    By HarleyBabe,
    • 4 replies
    • 1.3k views

  33. asset sale, 401k overlooked

    By WCC,
    • 7 replies
    • 3.6k views

  34. 100% vesting for a reduction in force (not a partial term.)

    By Guest Iwonder,
    • 4 replies
    • 3.7k views

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

    By Dougsbpc,
    • 3 replies
    • 1.9k views

  36. Company sold to an Investment Group - effect on 401k Plan

    By Pammie57,
    • 5 replies
    • 3.5k views

  37. Related Employer Question

    By khn,
    • 1 reply
    • 1.5k views

  38. Vesting After Plan Merger

    By Catch22PGM,   
    • 3 replies
    • 2.9k views

  39. How do you value a TPA to acquire it? I'm assuming its based on recent comparable EV/EBITDA, but I can't this data.

    By John P,   
    • 1 reply
    • 2.4k views

  40. splitting pre-tax and Roth in a merger

    By gregburst,
    • 2 replies
    • 2k views

  41. Stock Acquisition - Aligning HCE Definition

    By Catch22PGM,
    • 4 replies
    • 4k views

  42. Severance From Employment?

    By BTG,
    • 2 replies
    • 2.4k views

  43. Asset sale within a current plan

    By cpc0506,
    • 1 reply
    • 2k views

  44. Plan termination wind-up activities post stock merger

    By kmhaab,
    • 7 replies
    • 3k views

  45. Controlled group becomes unrelated mid year

    By mattmc82,
    • 3 replies
    • 1.5k views

  46. Form 5310

    By JustnERPA,
    • 1 reply
    • 1.4k views

  47. A buys 80% of B - what happens to 401(k) plans?

    By M Norton,
    • 5 replies
    • 1.5k views

  48. transition rule

    By Scuba 401,
    • 6 replies
    • 4.1k views

  49. Vesting Service Under Merged Plan

    By scrabelle,
    • 0 replies
    • 1.2k views

  50. Transition Rule Applicable?

    By Towanda,
    • 6 replies
    • 2.7k views
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