Mergers and Acquisitions

408 topics in this forum

1. Bank Holding Company Acquisiiton

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

2. Compliance with ACA in M&A transaction

   By Tot, April 9, 2015
   • 2 replies
   • 3.4k views
   • 
   • Flyboyjohn
   • May 1, 2015

3. Asset Acquisition

   By Guest MsTwizz, February 12, 2014   

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

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

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

5. How Do You Protect the Recipient Plan in a Plan to Plan Transfer?

   By rocknrolls2, January 7, 2002
   • 6 replies
   • 3.3k views
   • 
   • mbozek
   • January 16, 2002

6. Asset Acquisition

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

7. Force-outs concurrent with (sudden M&A) Plan Termination

   By 401QUE, March 12, 2013   

   • Vesting
   • Plan Termination
   • (and 2 more)

     Tagged with:

     • Vesting
     • Plan Termination
     • Force-out distribution
     • forfeiture reversal
   • 5 replies
   • 3.3k views
   • 
   • 401QUE
   • March 13, 2013

8. Merging 401k Plans

   By Guest jefe96, January 26, 2006
   • 1 reply
   • 3.3k views
   • 
   • E as in ERISA
   • January 26, 2006

9. Transfer of assets with merger of benefit plans

   By Guest JD698, May 14, 2003
   • 3 replies
   • 3.3k views
   • 
   • E as in ERISA
   • May 15, 2003

10. QSLOB

    By Rob P, March 1, 2007
    • 0 replies
    • 3.2k views
    • 
    • Rob P
    • March 1, 2007

11. Protected Benefit - In-service provision

    By Guest M. Martin, December 17, 2012
    • 5 replies
    • 3.2k views
    • 
    • Kevin C
    • December 18, 2012

12. plan sponsor is purchased, how to treat participating employer

    By WCC, July 11, 2013
    • 5 replies
    • 3.1k views
    • 
    • QDROphile
    • July 12, 2013

13. Voting Exemption for Golden Parachutes - Risk Minimization?

    By holdco, November 22, 2013
    • 0 replies
    • 3.1k views
    • 
    • holdco
    • November 22, 2013

14. Stock Acquisition - Aligning HCE Definition

    By Catch22PGM, March 19, 2020
    • 4 replies
    • 3.1k views
    • 
    • Catch22PGM
    • March 25, 2020

15. transition rule

    By Scuba 401, July 22, 2019
    • 6 replies
    • 3.1k views
    • 
    • ugueth
    • July 26, 2019

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

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

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

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

18. Asset sale - maintain 401k plan short term

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

19. 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

20. Flexible spending accounts and mergers.

    By Guest Eanselm, February 15, 1999
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • February 17, 1999

21. Section 404(a)(5) Deduction

    By Guest Buzzman, October 14, 2008
    • 1 reply
    • 3.1k views
    • 
    • bdeancpa
    • July 30, 2015

22. Merger - 5310-A Needed?

    By Guest boston431, December 12, 2003
    • 3 replies
    • 3.1k views
    • 
    • WDIK
    • December 12, 2003

23. Assume sponsorship and terminate?

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

24. O.K. to continue 401(k) of seller after asset sale? Any issues to con

    By John A, December 28, 1999
    • 6 replies
    • 3k views
    • 
    • Guest
    • December 29, 1999

25. 401(k) Plan Merger with Safe Harbor 401(k) Plan

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

26. Spin Off

    By Guest lvegas, October 27, 2006
    • 1 reply
    • 3k views
    • 
    • JanetM
    • October 27, 2006

27. Should Surviving Plan in Plan Merger Defer Date of Asset Merger until

    By rocknrolls2, September 27, 2000
    • 6 replies
    • 2.9k views
    • 
    • IRC401
    • May 5, 2001

28. How long is the grace period of an acquired company to comply with 410

    By Guest Joe Vasko, February 24, 2000
    • 1 reply
    • 2.9k views
    • 
    • M R Bernardin
    • February 24, 2000

29. Vesting Schedules for Merged Plans

    By leesuh12, November 20, 2017
    • 4 replies
    • 2.9k views
    • 
    • Luke Bailey
    • November 22, 2017

30. Protected Benefits - merging MPP & 401(K) plan

    By Guest M. Martin, April 1, 2005
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • April 1, 2005

31. Plan Merger Following Acquisition and Service Credit

    By ERISA Biker, May 19, 2017
    • 4 replies
    • 2.9k views
    • 
    • Brian4
    • May 24, 2017

32. M&A Mapping considerations

    By bmore1147, November 25, 2015   

    • QDIA mapping merger
    • 8 replies
    • 2.9k views
    • 
    • bmore1147
    • December 1, 2015

33. Mergers and Protected Benefits

    By Guest Thornton, December 27, 2005
    • 1 reply
    • 2.9k views
    • 
    • Kirk Maldonado
    • December 29, 2005

34. Stock Sale ... No Termination of Employment and Purchaser Treated as Always Having Been Employer

    By Guest Edward McElroy, November 8, 2004
    • 5 replies
    • 2.9k views
    • 
    • david rigby
    • November 8, 2004

35. Is it an Asset Sale or a Stock Sale for Title IV Purposes - You Make t

    By Guest ERISAGuy, December 13, 2001
    • 6 replies
    • 2.9k views
    • 
    • Kirk Maldonado
    • December 19, 2001

36. merger of single ER plan into PEO plan

    By Janice F, April 28, 2009
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • August 17, 2009

37. What happens when a plan that is not amended for GUST is merged into a

    By Guest slt, August 30, 2001
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • November 5, 2001

38. 401(k)(10)(iii) - Distributable event or not?

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

39. Merging VS Plan into a MEP mid-year

    By jgoodwin, August 13, 2018   

    • merge
    • mep
    • (and 1 more)

      Tagged with:

      • merge
      • mep
      • single plan sponsor
    • 6 replies
    • 2.8k views
    • 
    • Mike Preston
    • August 14, 2018

40. Spin-Off Plan Question

    By Guest R. Cheryl, September 5, 2001
    • 1 reply
    • 2.8k views
    • 
    • IRC401
    • September 12, 2001

41. Effective Date of Spun-Off Plan

    By Guest jhinkle, September 11, 2003
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • September 11, 2003

42. Merging MPP into PS mid-plan year

    By Guest Gary M, April 23, 2003
    • 9 replies
    • 2.8k views
    • 
    • kocak
    • April 24, 2003

43. Merger with SIMPLE and 401(k) plans

    By K2retire, May 3, 2013
    • 4 replies
    • 2.8k views
    • 
    • Belgarath
    • June 28, 2017

44. Terminate or Freeze Profit Sharing Plan

    By KateSmithPA, March 28, 2006
    • 0 replies
    • 2.8k views
    • 
    • KateSmithPA
    • March 28, 2006

45. Plan merger into safe harbor

    By rlb64, September 11, 2007
    • 1 reply
    • 2.8k views
    • 
    • Bird
    • September 11, 2007

46. termination of plan after acquisition

    By WCC, January 7, 2016
    • 3 replies
    • 2.8k views
    • 
    • Laurence Oman
    • January 27, 2016

47. Merging 401(k) plans with different limitation years.

    By traveler, May 4, 2001
    • 3 replies
    • 2.8k views
    • 
    • Wessex
    • May 9, 2001

48. Successor Plan

    By 12AX7, July 14, 2009
    • 2 replies
    • 2.8k views
    • 
    • 12AX7
    • August 28, 2009

49. Participating Employer Sold

    By coleboy, September 18, 2015
    • 3 replies
    • 2.8k views
    • 
    • coleboy
    • September 22, 2015

50. Investment elections when one plan merged into another

    By Guest jcarlos, September 26, 2005
    • 3 replies
    • 2.8k views
    • 
    • david rigby
    • September 26, 2005