Mergers and Acquisitions

408 topics in this forum

1. "Same Desk Rule" Application

   By Guest blackacre, December 7, 2004
   • 0 replies
   • 2k views
   • 
   • Guest
   • December 7, 2004

2. 100% vesting for a reduction in force (not a partial term.)

   By Guest Iwonder, September 15, 2011
   • 4 replies
   • 3.1k views
   • 
   • 401 Chaos
   • October 29, 2021

3. 100% Vesting in Plan Merger for Terminated Employees

   By Guest KB, May 18, 2001
   • 2 replies
   • 2.5k views
   • 
   • david rigby
   • May 21, 2001

4. 120 Day Notice

   By Guest HarveyC, July 23, 2003
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • July 23, 2003

5. 204(h) notice requirements for divestiture

   By Guest JBB, November 12, 2002
   • 0 replies
   • 2.5k views
   • 
   • Guest
   • November 12, 2002

6. 280G

   By IRA, February 13, 2008
   • 1 reply
   • 3.7k views
   • 
   • Guest
   • February 19, 2008

7. 280G (Gaolden Parachute) Calculation

   By Guest Ronald A. Kladder, January 14, 2002
   • 1 reply
   • 4.1k views
   • 
   • Guest
   • January 14, 2002

8. 280G Issues

   By HCE, August 1
   • 1 reply
   • 252 views
   • 
   • EBECatty
   • August 1

9. 280G issues - unvested stock options

   By HCE, September 11
   • 1 reply
   • 2.6k views
   • 
   • Artie M
   • September 13

10. 280G Modeler

    By elmobob14, November 18, 2013
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • November 18, 2013

11. 280G Values of Restricted Stock under Q/A 24(c).

    By Guest jwbryson, August 11, 2011
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • August 22, 2011

12. 3 Entities 3 Plans want to merge

    By AmyETPA, February 5
    • 5 replies
    • 899 views
    • 
    • david rigby
    • February 7

13. 401(k) Asset Sale/Assume Plan Sponsorship Questions

    By Interested Party, December 4, 2024
    • 2 replies
    • 668 views
    • 
    • Interested Party
    • December 4, 2024

14. 401(k) Loan

    By mlp0816, November 19, 2010
    • 2 replies
    • 1.7k views
    • 
    • mlp0816
    • November 19, 2010

15. 401(k) Loans

    By Guest Sadie4, November 6, 2002
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • November 7, 2002

16. 401(k) merge

    By mlp0816, May 5, 2009
    • 3 replies
    • 1.7k views
    • 
    • RCK
    • May 7, 2009

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

    By kmhaab, March 23, 2022
    • 4 replies
    • 1.5k views
    • 
    • EBECatty
    • April 5, 2022

18. 401(k) Plan Merger

    By Guest Ilovemyjob, October 30, 2008
    • 11 replies
    • 3.9k views
    • 
    • JanetM
    • November 4, 2008

19. 401(k) Plan Merger with Safe Harbor 401(k) Plan

    By Guest 401Retire, March 12, 2014
    • 1 reply
    • 3k views
    • 
    • MWeddell
    • March 14, 2014

20. 401(k) Plan with no activity do to sale. Audit?

    By Guest erisaauditor, August 21, 2009
    • 1 reply
    • 1.7k views
    • 
    • PensionPro
    • August 21, 2009

21. 401(k) transfer or termination

    By mlp0816, March 23, 2009
    • 1 reply
    • 2.5k views
    • 
    • A Shot in the Dark
    • March 23, 2009

22. 401(k)(10)(iii) - Distributable event or not?

    By Guest quentin, May 10, 1999
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • May 10, 1999

23. 401k Plan Termination Date in Acquisition

    By kmhaab, July 17, 2017
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • July 17, 2017

24. 403(b) 5500's

    By mlp0816, July 13, 2010
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • July 22, 2010

25. 403b dual plans and IRA rollovers

    By Guest JEK, June 16, 2014
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 16, 2014

26. 410(b)(6) transition rule

    By jpod, March 20, 2015
    • 4 replies
    • 6.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 20, 2015

27. 410(b)(6) Transition Rule question

    By RatherBeGolfing, December 28, 2018
    • 2 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • December 28, 2018

28. 5310 A Needed

    By Guest JBeck, September 3, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 3, 2004

29. 72(t) age 55 exception

    By gle318612, June 19, 2015   

    • 72(t) age 55 exception
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • June 19, 2015

30. A buys "No-plan" B in asset sale. A has 401(k) plan

    By Florida1, June 30, 2016   

    • mergers and acquisitions
    • 401(k) Plans
    • (and 2 more)

      Tagged with:

      • mergers and acquisitions
      • 401(k) Plans
      • Plan Document Amendments
      • eligibility
    • 4 replies
    • 1.3k views
    • 
    • Florida1
    • July 1, 2016

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

    By M Norton, August 16, 2019
    • 5 replies
    • 938 views
    • 
    • Bill Presson
    • August 20, 2019

32. A claim to retiree medical coverage based on language in an asset/stock purchase agreement?

    By Guest HelpMeHelpYou, August 19, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 19, 2005

33. A company acquired another company 8/15/02. Is the parent company exempt from providing benefits to the acquired company for 18 months?

    By Guest SandraC, July 23, 2004
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • July 23, 2004

34. Acquired companies and ADP/ACP testing (esp. HCE determination)

    By Guest CMC9, November 15, 2001
    • 1 reply
    • 3.1k views
    • 
    • MWeddell
    • November 16, 2001

35. Acquisition in Affiliated Service Group Context

    By Guest Darrell, August 21, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 21, 2001

36. Acquisition of an ESOP company

    By Guest Spock, July 9, 2009
    • 1 reply
    • 2.3k views
    • 
    • A Shot in the Dark
    • July 9, 2009

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

    By patriciab, October 20, 2023
    • 1 reply
    • 778 views
    • 
    • Bird
    • October 23, 2023

38. Acquisition: Wholly owned subsidiary of Co. A.

    By Guest Ntutini, February 8, 2005
    • 5 replies
    • 3.3k views
    • 
    • mbozek
    • February 9, 2005

39. Acquisiton and ADP Test

    By Guest cxs, March 9, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • March 9, 2012

40. Admin & Forfeiture Accounts in Merger

    By Guest Bibbons, August 23, 2012
    • 2 replies
    • 4.7k views
    • 
    • Guest
    • August 24, 2012

41. ADP Test for Merged 401(k) Plans

    By Guest dhughes, May 19, 2011
    • 6 replies
    • 7.7k views
    • 
    • Mike Preston
    • March 30, 2015

42. ADP Testing (can we test acquired EEs separately)

    By pookah, November 3, 2014   

    • adp
    • otherwise excludible
    • (and 1 more)

      Tagged with:

      • adp
      • otherwise excludible
      • imputed service
    • 4 replies
    • 2.1k views
    • 
    • Peter Gulia
    • November 4, 2014

43. Affiliated Service Group - Partner Leaving / Impact

    By BeanCounterBlues, May 15, 2007
    • 3 replies
    • 2.4k views
    • 
    • GBurns
    • October 9, 2008

44. Affiliated Service Group Determination

    By Guest Cowher36, December 13, 2013
    • 1 reply
    • 2.2k views
    • 
    • Lame Duck
    • December 13, 2013

45. Affiliated Service group?

    By Guest Whatup, October 25, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 25, 2010

46. Affiliated Service Group?

    By HCWilliams, October 21, 2009
    • 1 reply
    • 1.9k views
    • 
    • K2retire
    • October 23, 2009

47. Allocation of profit sharing accruals

    By Guest JMN, October 2, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 2, 2012

48. amending MPPP to a 401(k)

    By mlp0816, April 1, 2005
    • 3 replies
    • 2.2k views
    • 
    • Bird
    • April 1, 2005

49. Amending plan document after merger

    By Alonzo, June 2, 2000
    • 2 replies
    • 2.2k views
    • 
    • pjkoehler
    • June 2, 2000

50. Amendment Date for Merger

    By Guest mwspaid, December 12, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 12, 2000