Mergers and Acquisitions

408 topics in this forum

1. Articles Re Benefits Issues in Spin-Off Transactions?

   By Guest CMC, July 26, 2006
   • 4 replies
   • 2.4k views
   • 
   • smm
   • July 27, 2006

2. ASG adn hire dates

   By Earl, May 13, 2000
   • 0 replies
   • 1.6k views
   • 
   • Earl
   • May 13, 2000

3. ASG?

   By K2, May 4, 2017
   • 3 replies
   • 933 views
   • 
   • shERPA
   • May 4, 2017

4. Asset Acquisition

   By Guest MsTwizz, February 12, 2014   

   • acquisition of 401K plan
   • 7 replies
   • 3.3k views
   • 
   • Guest
   • February 13, 2014

5. Asset Acquisition

   By Guest PJTEN, February 21, 2007
   • 5 replies
   • 3.3k views
   • 
   • jpod
   • February 22, 2007

6. Asset acquisition - purchaser adopting seller's plan (?)

   By mariemonroe, January 23, 2008
   • 5 replies
   • 3.1k views
   • 
   • jpod
   • January 23, 2008

7. Asset acquisition where employees leased for a short period

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

8. Asset Purchase vs. practice sale

   By mjf06241972, February 18, 2018   

   • asset purchase practice sale
   • 1 reply
   • 806 views
   • 
   • EBECatty
   • February 18, 2018

9. Asset Purchase with New Safe Harbor

   By perkinsran, April 3, 2015
   • 3 replies
   • 1.4k views
   • 
   • QDROphile
   • April 3, 2015

10. Asset Purchase with owner continuing 401k

    By perkinsran, March 16, 2015
    • 7 replies
    • 2.2k views
    • 
    • perkinsran
    • April 2, 2015

11. Asset Sale

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

12. Asset Sale

    By Guest moltengater, December 16, 2005
    • 1 reply
    • 2k views
    • 
    • Randy Watson
    • December 21, 2005

13. Asset Sale - Buyer Assumption

    By sdix401k, October 6, 2015
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • October 15, 2015

14. Asset sale - maintain 401k plan short term

    By Guest Kberly, July 24, 2008
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • July 25, 2008

15. Asset sale and merger

    By Guest HaleyD, June 16, 2009
    • 1 reply
    • 2.2k views
    • 
    • Laura Harrington
    • July 2, 2009

16. asset sale to partnership

    By Scuba 401, September 10, 2015
    • 0 replies
    • 868 views
    • 
    • Scuba 401
    • September 10, 2015

17. Asset sale within a current plan

    By cpc0506, December 9, 2019
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • December 9, 2019

18. Asset Sale-Sellers Plan Terminating with Participant Loans

    By ERISAGal, May 17, 2022
    • 8 replies
    • 2.7k views
    • 
    • Luke Bailey
    • May 21, 2022

19. asset sale, 401k overlooked

    By WCC, December 2, 2021
    • 7 replies
    • 2.4k views
    • 
    • Nate S
    • December 7, 2021

20. Asset Transfer - Multiemployer DC Plans

    By luissaha, April 30, 2014
    • 0 replies
    • 1.2k views
    • 
    • luissaha
    • April 30, 2014

21. Assume sponsorship and terminate?

    By KateSmithPA, August 19, 2005
    • 5 replies
    • 3k views
    • 
    • mbozek
    • August 23, 2005

22. assuming plan sponsorship

    By Guest ERISAQuestioner, July 6, 2009
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • July 6, 2009

23. Audit Fees for merged plan

    By JoeS, July 12, 2016
    • 0 replies
    • 652 views
    • 
    • JoeS
    • July 12, 2016

24. Audit of plan with merger

    By Guest Christie Banks, January 20, 2002
    • 1 reply
    • 2.4k views
    • 
    • JanetM
    • January 21, 2002

25. Average Benefits Percentage Test

    By Guest guest809, January 24, 2013   

    • ABPT
    • coverage test
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • January 24, 2013

26. B/R/F issue?

    By RatherBeGolfing, November 26, 2018
    • 2 replies
    • 837 views
    • 
    • RatherBeGolfing
    • November 27, 2018

27. Bank Holding Company Acquisiiton

    By Guest TCP, September 18, 2006
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • September 20, 2006

28. Bankruptcy/Successor Plan?

    By Guest AndyL, August 31, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 31, 2009

29. Basic ESOP Question

    By Guest Tauriffic, January 13, 2009
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • January 26, 2009

30. Benefit Plans after acquisition

    By Guest Kadsmd, November 8, 2011
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • November 9, 2011

31. BENEFITS Due Ex-Wife in by-laws of June20,1989 after death of Husband?

    By Guest BDivocee, May 6, 1999
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • May 7, 1999

32. blown deadline for 12/31 MP merger

    By Guest Ben S, January 28, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 28, 2002

33. Board Resolution for Merger

    By khn, January 21, 2016
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • January 21, 2016

34. Bridging Service back to purchasing company

    By Guest paul conway, February 24, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2000

35. Brother-sister Corps

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

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

    By Bird, November 9, 2015
    • 1 reply
    • 1.2k views
    • 
    • MoJo
    • November 9, 2015

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

    By TPApril, August 22, 2023
    • 1 reply
    • 558 views
    • 
    • Luke Bailey
    • August 23, 2023

38. Calculating Excess Parachute Payments

    By Guest stakri, March 17, 2005
    • 1 reply
    • 2.1k views
    • 
    • Kirk Maldonado
    • March 18, 2005

39. Can a purchasing company amend the plan of acquired company it continu

    By Guest Thornton, June 5, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 5, 2001

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

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

41. Can Company B eliminate Company A stock in its plan or is it a cutback

    By rocknrolls2, March 14, 2000
    • 2 replies
    • 2.1k views
    • 
    • Dowist
    • March 14, 2000

42. Can the target corporation in a stock sale transaction transfer sponso

    By Guest Davis McDonald, September 6, 2000
    • 3 replies
    • 2.5k views
    • 
    • pjkoehler
    • September 7, 2000

43. Can You Split a Loan Before Rollover to New 401(k) Plan

    By rocknrolls2, February 3, 2009
    • 4 replies
    • 2.3k views
    • 
    • JanetM
    • February 4, 2009

44. Challenging Question - Merger - Former Key

    By Guest Holly Foster, September 1, 2012
    • 0 replies
    • 991 views
    • 
    • Guest
    • September 1, 2012

45. Change In Name of Trust Account After Merger

    By Guest Helga, January 20, 2006
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • February 11, 2006

46. 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, February 1, 2023
    • 0 replies
    • 649 views
    • 
    • HarleyBabe
    • February 1, 2023

47. Change of Salary after Acquisition

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

48. COBRA and an Asset Sale

    By Guest mgottsch, August 29, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 29, 2003

49. COBRA and Sale of Assets

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

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

    By youngbenefitslawyer, June 8, 2023
    • 0 replies
    • 768 views
    • 
    • youngbenefitslawyer
    • June 8, 2023