Mergers and Acquisitions

408 topics in this forum

1. Change of Salary after Acquisition

   By Guest soldout, June 30, 2008
   • 4 replies
   • 20.7k views
   • 
   • Guest
   • July 2, 2008

2. Difference Between Spin-off and Transfer of Assets and Liabilities

   By 401 Chaos, December 9, 2015
   • 2 replies
   • 9.5k views
   • 
   • 401 Chaos
   • December 11, 2015

3. ADP Test for Merged 401(k) Plans

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

4. QSLOB determination

   By Guest ktyler, August 17, 2006
   • 3 replies
   • 7.1k views
   • 
   • JanetM
   • August 17, 2006

5. Discretionary Profit Sharing Contribution After Termination

   By 401 Chaos, October 31, 2011
   • 16 replies
   • 7k views
   • 
   • 401 Chaos
   • November 4, 2011

6. Forfeiture in a Merger

   By Guest AlyssaC, March 14, 2006
   • 6 replies
   • 7k views
   • 
   • Kirk Maldonado
   • March 16, 2006

7. 410(b)(6) transition rule

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

8. Merger of Plans - Merger of Vesting Schedules?

   By rocknrolls2, March 14, 2000
   • 8 replies
   • 6.4k views
   • 
   • rocknrolls2
   • November 13, 2001

9. HCE after merger

   By Nancy D, December 17, 2018
   • 4 replies
   • 5.7k views
   • 
   • Below Ground
   • February 28, 2019

10. Post Merger - Limiting service credit to current (acquired) employees

    By Guest jcarlos, January 4, 2005
    • 10 replies
    • 5.6k views
    • 
    • GBurns
    • January 17, 2005

11. Two 401(k) Merger Questions

    By Guest kjk, November 15, 2002
    • 8 replies
    • 5.5k views
    • 
    • Guest
    • November 22, 2002

12. Granting Past Service Credit

    By Guest Grumpy456, January 30, 2007
    • 5 replies
    • 5.2k views
    • 
    • JanetM
    • January 30, 2007

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

    By kmhaab, July 3, 2019
    • 8 replies
    • 5.1k views
    • 
    • Zach Del
    • August 14, 2023

14. M&A Stock Transaction - Termination of Target Plan

    By ErisaGooroo, January 19, 2018
    • 3 replies
    • 5.1k views
    • 
    • Luke Bailey
    • January 22, 2018

15. Admin & Forfeiture Accounts in Merger

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

16. Brother-sister Corps

    By CharlesLeggette, April 17, 2010
    • 7 replies
    • 4.7k views
    • 
    • Guest
    • February 23, 2011

17. Asset Sale

    By Guest Lex, January 2, 2003
    • 6 replies
    • 4.7k views
    • 
    • E as in ERISA
    • January 3, 2003

18. Form 5310-A

    By Just Me, March 3, 2004
    • 2 replies
    • 4.6k views
    • 
    • WDIK
    • March 8, 2004

19. Stock Purchase - Termination of a plan

    By Guest 401kbee, February 1, 2007
    • 4 replies
    • 4.4k views
    • 
    • Guest
    • February 6, 2007

20. General Question about Merger

    By jkharvey, September 24, 2003
    • 4 replies
    • 4.4k views
    • 
    • Alf
    • November 5, 2003

21. Sale of Subsidiary - Transitioning health coverage

    By Guest FAQ, January 23, 2008
    • 2 replies
    • 4.3k views
    • 
    • Guest
    • February 2, 2008

22. Disability Benefit Plans in M&A

    By Guest jhall, May 8, 2008
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • May 28, 2008

23. HCE Definition after acquisition

    By LarryDavid, February 13, 2013
    • 6 replies
    • 4.2k views
    • 
    • LarryDavid
    • February 13, 2013

24. Merge or Terminate Plan?

    By Guest Julie, March 3, 1999
    • 6 replies
    • 4.1k views
    • 
    • Guest
    • May 6, 1999

25. 280G (Gaolden Parachute) Calculation

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

26. Plan termination before acquisition (stock sale). Administrative responsibility "enforcement."

    By 401QUE, April 30, 2014   

    • acquisition
    • stock sale
    • (and 4 more)

      Tagged with:

      • acquisition
      • stock sale
      • liability
      • plan termination
      • final 5500
      • final testing
    • 8 replies
    • 4k views
    • 
    • Lou S.
    • May 1, 2014

27. 401(k) Plan Merger

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

28. Dealing with Final Deferrals in Terminated 401(k) Plan

    By 401 Chaos, October 22, 2014
    • 2 replies
    • 3.9k views
    • 
    • QDROphile
    • October 23, 2014

29. Transition Rule

    By Guest Golden401k, March 6, 2013
    • 4 replies
    • 3.9k views
    • 
    • MWeddell
    • March 18, 2013

30. Due Diligence Checklist

    By Guest Julie, July 29, 2004
    • 0 replies
    • 3.8k views
    • 
    • Guest
    • July 29, 2004

31. Merging SH Plan with Non SH Plan

    By TPA Bob, February 20, 2018   

    • merger
    • safe harbor plan
    • 4 replies
    • 3.8k views
    • 
    • TPA Bob
    • February 23, 2018

32. Asset acquisition where employees leased for a short period

    By R. Butler, November 28, 2018
    • 6 replies
    • 3.8k views
    • 
    • EBECatty
    • February 20, 2019

33. Plan Acquisition Question

    By heygents, June 24, 2013
    • 8 replies
    • 3.7k views
    • 
    • Guest
    • October 7, 2013

34. Golden Parachute Rules apply to Non Profit Corporation Execs?

    By Floridaattorney, March 11, 2013
    • 2 replies
    • 3.7k views
    • 
    • Floridaattorney
    • March 15, 2013

35. Company selling fully owned subsidiary

    By Guest Scrappy, June 11, 2004
    • 7 replies
    • 3.7k views
    • 
    • E as in ERISA
    • June 29, 2004

36. SH plan merging into non-SH plan mid-year

    By Belgarath, June 26, 2017
    • 6 replies
    • 3.7k views
    • 
    • Belgarath
    • June 27, 2017

37. Merger or Termination -- Same Control Group

    By Guest crzycz, November 22, 2010
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • November 23, 2010

38. Merger Mechanics

    By Guest KLCarter, February 15, 2006
    • 4 replies
    • 3.7k views
    • 
    • QDROphile
    • February 16, 2006

39. 280G

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

40. Safe Harbor Plans

    By Guest Golden Girl, February 1, 2013
    • 3 replies
    • 3.7k views
    • 
    • Guest
    • February 1, 2013

41. Can a SIMPLE IRA be merged into a 401(k)

    By Vlad401k, March 2, 2017
    • 5 replies
    • 3.6k views
    • 
    • Vlad401k
    • March 6, 2017

42. Statutory Merger

    By Guest nbs, June 26, 2002
    • 4 replies
    • 3.6k views
    • 
    • KJohnson
    • June 26, 2002

43. COBRA and Sale of Assets

    By Guest Hedwig, December 20, 2006
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • May 27, 2008

44. Dissolution of Plan Sponsor

    By Guest mparker2028, September 9, 2006
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • October 19, 2006

45. Merging two 401(k) plans

    By cpc0506, November 24, 2009
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • December 24, 2009

46. Repeal of Same Desk Rule

    By Guest DMK, October 31, 2001
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • November 12, 2001

47. Health and Welfare in asset sale

    By Guest sidalee1, November 21, 2011
    • 10 replies
    • 3.5k views
    • 
    • Guest
    • September 7, 2012

48. Plan Spinoffs - Form 5310-A Filed But No Spinoff Takes Place

    By Guest rocnrols2, December 3, 2003
    • 0 replies
    • 3.5k views
    • 
    • Guest
    • December 3, 2003

49. 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

50. Transition Rule

    By Randy Watson, August 15, 2006
    • 3 replies
    • 3.4k views
    • 
    • jpod
    • August 15, 2006