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Mergers and Acquisitions

409 topics in this forum

  1. Investment options after transfer

    By Scuba 401,
    • 2 replies
    • 842 views

  2. HCE after merger

    By Nancy D,
    • 4 replies
    • 6k views

  3. Asset acquisition where employees leased for a short period

    By R. Butler,
    • 6 replies
    • 4.1k views

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

    By WCC,
    • 2 replies
    • 1k views
    • WCC
    • WCC

  5. 410(b)(6) Transition Rule question

    By RatherBeGolfing,
    • 2 replies
    • 2k views

  6. Tx bonus paid by Seller in carve-out

    By cbassociate2017,   
    • 3 replies
    • 1.4k views

  7. B/R/F issue?

    By RatherBeGolfing,
    • 2 replies
    • 908 views

  8. Protection of optional forms of benefits; rights and features

    By Mel_1999,
    • 2 replies
    • 1.4k views

  9. Merger- Approval Request for Change in Funding Method

    By mefrancis1729,   
    • 0 replies
    • 893 views

  10. Employer Contribution after Merger

    By Rai401k,
    • 0 replies
    • 784 views

  11. Merging VS Plan into a MEP mid-year

    By jgoodwin,   
    • 6 replies
    • 3k views

  12. Effect of Plan Merger on Beneficiary Designations

    By Tot,
    • 4 replies
    • 1.8k views

  13. Merging 401k plans with no acquisition or sale

    By jkharvey,
    • 2 replies
    • 2k views

  14. Merger and Top Heavy

    By roundlou,
    • 3 replies
    • 1.4k views

  15. Merging SH Plan with Non SH Plan

    By TPA Bob,   
    • 4 replies
    • 4.1k views

  16. Asset Purchase vs. practice sale

    By mjf06241972,   
    • 1 reply
    • 909 views

  17. Pre-acquisition Service

    By BTG,
    • 2 replies
    • 1.9k views

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

    By ErisaGooroo,
    • 3 replies
    • 5.3k views

  19. Merger of top-heavy and non top-heavy plan

    By John Feldt ERPA CPC QPA,   
    • 2 replies
    • 1.3k views

  20. Vesting Schedules for Merged Plans

    By leesuh12,
    • 4 replies
    • 3k views

  21. Stock transaction (sale?)

    By Scuba 401,
    • 14 replies
    • 2.3k views

  22. Physician Splits into Two Groups, 401(k) Plan

    By TPA Bob,   
    • 5 replies
    • 1.5k views

  23. 401k Plan Termination Date in Acquisition

    By kmhaab,
    • 1 reply
    • 1.5k views

  24. Merger with SIMPLE and 401(k) plans

    By K2retire,
    • 4 replies
    • 2.9k views

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

    By Belgarath,
    • 6 replies
    • 3.8k views

  26. Plan Merger Following Acquisition and Service Credit

    By ERISA Biker,
    • 4 replies
    • 3.1k views

  27. ASG?

    By K2,
    • 3 replies
    • 1k views

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

    By Vlad401k,
    • 5 replies
    • 3.8k views

  29. Successor Plan Sources

    By Vlad401k,
    • 3 replies
    • 1.5k views

  30. Dealing with Entry Dates when Crediting Prior Service

    By 401 Chaos,
    • 3 replies
    • 2.1k views

  31. Merging Plans on two different vesting schedules

    By Alex Daisy,
    • 1 reply
    • 1.3k views

  32. Terminating Seller Welfare Plans Immediately Prior to a Stock Deal

    By 401 Chaos,
    • 0 replies
    • 1.1k views

  33. Sponsoring ER Sold - Adopting ER no longer part of control group

    By Spodie,   
    • 2 replies
    • 1.6k views

  34. Merger of two safe-harbor plans, different formulae

    By Zorro1k,   
    • 2 replies
    • 2.3k views

  35. Audit Fees for merged plan

    By JoeS,
    • 0 replies
    • 686 views

  36. VCP during Transition Period

    By IhrtERISA,   
    • 6 replies
    • 2.6k views

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

    By Florida1,   
    • 4 replies
    • 1.4k views

  38. Final Form 5500 After Asset Purchase??

    By kmhaab,   
    • 1 reply
    • 2k views

  39. termination of plan after acquisition

    By WCC,
    • 3 replies
    • 2.9k views

  40. Plan Merger - Top-Paid Election

    By rocknrolls2,
    • 0 replies
    • 1.2k views

  41. Board Resolution for Merger

    By khn,
    • 3 replies
    • 1.5k views

  42. Merging funds

    By khn,
    • 2 replies
    • 1.2k views

  43. SH Plan and Asset Sale - how to structure

    By cheersmate,   
    • 3 replies
    • 2.2k views

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

    By 401 Chaos,
    • 2 replies
    • 9.9k views

  45. M&A Mapping considerations

    By bmore1147,   
    • 8 replies
    • 3.1k views

  46. Buyer acquires company with existing plan; merge or keep separate?

    By Bird,
    • 1 reply
    • 1.2k views

  47. Spin off and Merger

    By PFranckowiak,
    • 0 replies
    • 1.3k views

  48. Controlled Group with non-profit

    By Gilmore,
    • 0 replies
    • 1.1k views

  49. Asset Sale - Buyer Assumption

    By sdix401k,
    • 1 reply
    • 1.2k views

  50. Merger when only one company has a plan

    By 52626,
    • 0 replies
    • 1k views
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