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Mergers and Acquisitions

408 topics in this forum

  1. 280G issues - unvested stock options

    By HCE,
    • 1 reply
    • 2.6k views

  2. Merging Plans without a controlled group

    By formeractuary,
    • 3 replies
    • 1.7k views

  3. 280G Issues

    By HCE,
    • 1 reply
    • 252 views

  4. Deferred Comp and F Reorg

    By mtopalovic,
    • 0 replies
    • 496 views

  5. Ongoing Vesting in Stock Sale

    By Gilmore,
    • 2 replies
    • 531 views

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

    By 401kology,   
    • 0 replies
    • 648 views

  7. 3 Entities 3 Plans want to merge

    By AmyETPA,
    • 5 replies
    • 899 views

  8. 401(k) Asset Sale/Assume Plan Sponsorship Questions

    By Interested Party,
    • 2 replies
    • 668 views

  9. Very strange merger situation...

    By Belgarath,
    • 1 reply
    • 461 views

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

    By waid10,
    • 6 replies
    • 1.2k views

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

    By Bcompliance2003,
    • 0 replies
    • 653 views

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

    By patriciab,
    • 1 reply
    • 778 views

  13. Employee Notification of Being Bought?

    By Bcompliance2003,
    • 0 replies
    • 663 views

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

    By TPApril,
    • 1 reply
    • 555 views

  15. Merger and Missed Deferral Opportunity

    By Catch22PGM,
    • 1 reply
    • 659 views

  16. Medical FSA During M&A

    By Bcompliance2003,
    • 0 replies
    • 532 views

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

    By youngbenefitslawyer,
    • 0 replies
    • 763 views

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

    By HCE,
    • 1 reply
    • 938 views

  19. 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
    • 647 views

  20. Dental practice "sold"

    By pmacduff,
    • 4 replies
    • 1.1k views

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

    By kmhaab,
    • 3 replies
    • 1.4k views

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

    By ERISAGal,
    • 5 replies
    • 1.4k views

  23. Asset Sale-Sellers Plan Terminating with Participant Loans

    By ERISAGal,
    • 8 replies
    • 2.6k views

  24. 401(k) Plan as a Party to Sale Agreement?

    By kmhaab,
    • 4 replies
    • 1.5k views

  25. Partial Acquisition of Company - Merge?

    By khn,
    • 1 reply
    • 998 views

  26. 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
    • 755 views

  27. When is ownership determined for coverage testing?

    By Catch22PGM,   
    • 2 replies
    • 951 views

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

    By HarleyBabe,
    • 4 replies
    • 891 views

  29. Freezing a DC Plan Following Stock Purchase

    By Towanda,
    • 2 replies
    • 1.4k views

  30. asset sale, 401k overlooked

    By WCC,
    • 7 replies
    • 2.4k views

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

    By Dougsbpc,
    • 3 replies
    • 1.4k views

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

    By Pammie57,
    • 5 replies
    • 2.6k views

  33. Related Employer Question

    By khn,
    • 1 reply
    • 1.2k views

  34. Vesting After Plan Merger

    By Catch22PGM,   
    • 3 replies
    • 2.3k views

  35. 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
    • 1.9k views

  36. splitting pre-tax and Roth in a merger

    By gregburst,
    • 2 replies
    • 1.5k views

  37. Stock Acquisition - Aligning HCE Definition

    By Catch22PGM,
    • 4 replies
    • 3.1k views

  38. Severance From Employment?

    By BTG,
    • 2 replies
    • 2k views

  39. Asset sale within a current plan

    By cpc0506,
    • 1 reply
    • 1.7k views

  40. Plan termination wind-up activities post stock merger

    By kmhaab,
    • 7 replies
    • 2.5k views

  41. Controlled group becomes unrelated mid year

    By mattmc82,
    • 3 replies
    • 1.2k views

  42. Form 5310

    By JustnERPA,
    • 1 reply
    • 914 views

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

    By M Norton,
    • 5 replies
    • 938 views

  44. transition rule

    By Scuba 401,
    • 6 replies
    • 3.1k views

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

    By kmhaab,
    • 8 replies
    • 5.1k views

  46. Vesting Service Under Merged Plan

    By scrabelle,
    • 0 replies
    • 950 views

  47. Transition Rule Applicable?

    By Towanda,
    • 6 replies
    • 2.1k views

  48. Merging a MEP into a Single ER Plan

    By Crocker,
    • 3 replies
    • 1.5k views

  49. Investment options after transfer

    By Scuba 401,
    • 2 replies
    • 759 views

  50. merger of SH plan after the 3% is removed?

    By WCC,
    • 2 replies
    • 978 views
    • WCC
    • WCC
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