Mergers and Acquisitions

409 topics in this forum

1. Participating Employer Sold

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

2. asset sale to partnership

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

3. Competing 401(k) Safe Harbor Merger

   By rcline46, May 21, 2015
   • 2 replies
   • 2.2k views
   • 
   • 401 Chaos
   • September 9, 2015

4. Is PPA Restatement Required for Merged Plan

   By JRN, August 26, 2015
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • August 26, 2015

5. MEWA created as a result of transaction

   By britoski, August 21, 2015
   • 1 reply
   • 2.3k views
   • 
   • Chaz
   • August 21, 2015

6. Section 404(a)(5) Deduction

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

7. Transfer of Assets and Liabilities from Money Purchase Plan to SEP

   By rew, July 29, 2015
   • 4 replies
   • 1.2k views
   • 
   • My 2 cents
   • July 29, 2015

8. Spin off - Unrelated Company

   By 52626, July 13, 2015
   • 1 reply
   • 1.4k views
   • 
   • QDROphile
   • July 13, 2015

9. 72(t) age 55 exception

   By gle318612, June 19, 2015   

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

10. Non-QJSA Target Plan Provides for Spousal Consent. Can it be eliminated?

    By rocknrolls2, June 3, 2015
    • 0 replies
    • 862 views
    • 
    • rocknrolls2
    • June 3, 2015

11. Termination of Controlled Group

    By sandyfish, May 28, 2015
    • 0 replies
    • 1.2k views
    • 
    • sandyfish
    • May 28, 2015

12. Compliance with ACA in M&A transaction

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

13. Loan for Terminated Plan

    By DGiii, April 28, 2015
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • April 28, 2015

14. Asset Purchase with New Safe Harbor

    By perkinsran, April 3, 2015
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • April 3, 2015

15. Asset Purchase with owner continuing 401k

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

16. ADP Test for Merged 401(k) Plans

    By Guest dhughes, May 19, 2011
    • 6 replies
    • 7.8k views
    • 
    • Mike Preston
    • March 30, 2015

17. 410(b)(6) transition rule

    By jpod, March 20, 2015
    • 4 replies
    • 6.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 20, 2015

18. spinoff

    By 52626, March 16, 2015
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • March 17, 2015

19. Employee terms and goes to work for the other division

    By pensionnube, November 17, 2014   

    • Control group term
    • 4 replies
    • 2.4k views
    • 
    • K2retire
    • November 18, 2014

20. Control group acquiring another company with no plan

    By pixmax, November 5, 2014
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • November 5, 2014

21. 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

22. Sole Proprietor Sponsors/Adopts Corporate Plan

    By Guest johncpa, October 27, 2014   

    • Sponosrs
    • liquidation
    • (and 2 more)

      Tagged with:

      • Sponosrs
      • liquidation
      • mergers
      • adoptions
    • 6 replies
    • 2.1k views
    • 
    • QDROphile
    • October 29, 2014

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

    By 401 Chaos, October 22, 2014
    • 2 replies
    • 4k views
    • 
    • QDROphile
    • October 23, 2014

24. M&A Retirement Plan Checklist

    By CLE401kGuy, October 21, 2014
    • 0 replies
    • 2.4k views
    • 
    • CLE401kGuy
    • October 21, 2014

25. Control Group has three plans and wants to consolidate 2 of them

    By cpc0506, August 25, 2014
    • 2 replies
    • 1.6k views
    • 
    • cpc0506
    • August 26, 2014

26. Successor Plan Rule > Roth Contribution

    By TPS, August 5, 2014
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • August 5, 2014

27. Protected Benefit Issue with Right To Do Direct Rollover of Loan Note

    By ERISA11, July 29, 2014
    • 0 replies
    • 1.5k views
    • 
    • ERISA11
    • July 29, 2014

28. 403b dual plans and IRA rollovers

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

29. plan termination in a Control Group situation

    By cpc0506, May 19, 2014
    • 4 replies
    • 1.7k views
    • 
    • cpc0506
    • May 19, 2014

30. 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
    • 4.1k views
    • 
    • Lou S.
    • May 1, 2014

31. Asset Transfer - Multiemployer DC Plans

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

32. 401(k) Plan Merger with Safe Harbor 401(k) Plan

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

33. Asset Acquisition

    By Guest MsTwizz, February 12, 2014   

    • acquisition of 401K plan
    • 7 replies
    • 3.4k views
    • 
    • Guest
    • February 13, 2014

34. Affiliated Service Group Determination

    By Guest Cowher36, December 13, 2013
    • 1 reply
    • 2.3k views
    • 
    • Lame Duck
    • December 13, 2013

35. Voting Exemption for Golden Parachutes - Risk Minimization?

    By holdco, November 22, 2013
    • 0 replies
    • 3.2k views
    • 
    • holdco
    • November 22, 2013

36. 280G Modeler

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

37. Plan Acquisition Question

    By heygents, June 24, 2013
    • 8 replies
    • 3.8k views
    • 
    • Guest
    • October 7, 2013

38. Leaving PEO plan, still member of controlled group

    By DMcGovern, October 2, 2013
    • 0 replies
    • 1.6k views
    • 
    • DMcGovern
    • October 2, 2013

39. employer becomes controlled group member-does sungard language require contribution?

    By Floridaattorney, August 30, 2013
    • 1 reply
    • 2.4k views
    • 
    • PensionPro
    • August 30, 2013

40. Funding Profit Sharing contribution for old plan

    By Rai401k, August 23, 2013
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • August 23, 2013

41. Plan Merger - Never fully carried out

    By msmith, July 17, 2013
    • 2 replies
    • 2.4k views
    • 
    • msmith
    • July 17, 2013

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

    By WCC, July 11, 2013
    • 5 replies
    • 3.2k views
    • 
    • QDROphile
    • July 12, 2013

43. Transition Rule

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

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

    By Floridaattorney, March 11, 2013
    • 2 replies
    • 3.8k views
    • 
    • Floridaattorney
    • March 15, 2013

45. Where do Forfeitures of Affiliated Employers go?

    By Guest Codan, March 14, 2013   

    • Forfeitures; affiliated ERs;
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 14, 2013

46. 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

47. Dentists purchases another business

    By cpc0506, February 28, 2013
    • 2 replies
    • 1.5k views
    • 
    • cpc0506
    • March 1, 2013

48. HCE Definition after acquisition

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

49. Safe Harbor Plans

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

50. Average Benefits Percentage Test

    By Guest guest809, January 24, 2013   

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