Mergers and Acquisitions

408 topics in this forum

1. QSLOB determination

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

2. Merging a MP into a PSP for 2003, 204(h) & Gust

   By Guest Chris May, December 20, 2002
   • 3 replies
   • 1.5k views
   • 
   • Mike Preston
   • December 23, 2002

3. 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

4. Spinoff of Profit Sharing Plan - Limited to Vested Balances

   By rocknrolls2, April 21, 2009
   • 3 replies
   • 2k views
   • 
   • QDROphile
   • April 21, 2009

5. Asset Purchase with New Safe Harbor

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

6. Successor Plan Sources

   By Vlad401k, February 7, 2017
   • 3 replies
   • 1.4k views
   • 
   • Vlad401k
   • February 17, 2017

7. Affiliated Service Group - Partner Leaving / Impact

   By BeanCounterBlues, May 15, 2007
   • 3 replies
   • 2.4k views
   • 
   • GBurns
   • October 9, 2008

8. merged money purchase and profit sharing

   By Guest kdp, June 28, 2002
   • 3 replies
   • 2.2k views
   • 
   • KJohnson
   • June 28, 2002

9. 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

10. SH Plan and Asset Sale - how to structure

    By cheersmate, June 5, 2015   

    • Asset Sale
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • Asset Sale
      • Safe Harbor
      • Asset Purchase
    • 3 replies
    • 2.2k views
    • 
    • cheersmate
    • December 22, 2015

11. Vesting After Plan Merger

    By Catch22PGM, November 17, 2020   

    • mergers
    • vesting
    • 3 replies
    • 2.3k views
    • 
    • FORMER ESQ.
    • December 20, 2020

12. Keogh to MEP

    By Guest FJMISS, September 15, 2009
    • 3 replies
    • 2.1k views
    • 
    • J Simmons
    • September 16, 2009

13. Merging two safe harbor plans

    By Guest Rider, February 15, 2011
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 16, 2012

14. Mergers & Acquisitions

    By Guest lschaab, May 1, 2002
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • May 1, 2002

15. Board Resolution for Merger

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

16. Is New employer obligated to offer COBRA to new employees in Merger/Ac

    By Guest Scott Fielding, July 17, 2000
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • September 30, 2000

17. 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

18. Merger - 5310-A Needed?

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

19. One Company that wants to merge two 401(k) plans

    By Dougsbpc, September 16, 2021
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • October 7, 2021

20. Investment elections when one plan merged into another

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

21. 401(k) merge

    By mlp0816, May 5, 2009
    • 3 replies
    • 1.7k views
    • 
    • RCK
    • May 7, 2009

22. Merging a MEP into a Single ER Plan

    By Crocker, March 14, 2019
    • 3 replies
    • 1.5k views
    • 
    • justanotheradmin
    • March 15, 2019

23. Forfeitures - what to do with them?

    By Guest bgrazetti, May 7, 2003
    • 3 replies
    • 2.1k views
    • 
    • actuarysmith
    • May 8, 2003

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

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

25. Dealing with Entry Dates when Crediting Prior Service

    By 401 Chaos, December 2, 2016
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • December 2, 2016

26. Controlled group becomes unrelated mid year

    By mattmc82, September 6, 2019
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 11, 2019

27. General Considerations

    By Guest Robin Flaherty, December 8, 1999
    • 3 replies
    • 2k views
    • 
    • KIP KRAUS
    • December 9, 1999

28. RMDs-Subject to Anti-Cutbacks

    By Guest Jeff Kropp, January 7, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 22, 2000

29. Merger and Top Heavy

    By roundlou, May 2, 2018
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • May 23, 2018

30. ASG?

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

31. Partnership changing to a PSC

    By Spencer, July 28, 2011
    • 3 replies
    • 1.7k views
    • 
    • Spencer
    • July 29, 2011

32. Safe Harbor Plans

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

33. Plan Issues in an Asset Purchase

    By Laura Harrington, July 10, 2009
    • 3 replies
    • 2.3k views
    • 
    • Kevin C
    • July 13, 2009

34. 403(b) 5500's

    By mlp0816, July 13, 2010
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • July 22, 2010

35. Merging Plans without a controlled group

    By formeractuary, August 14
    • 3 replies
    • 1.7k views
    • 
    • CuseFan
    • August 18

36. amending MPPP to a 401(k)

    By mlp0816, April 1, 2005
    • 3 replies
    • 2.2k views
    • 
    • Bird
    • April 1, 2005

37. 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

38. Successor Plan

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

39. FICA withholding by non-employer post merger?

    By Guest mjb225, May 14, 2008
    • 2 replies
    • 2.6k views
    • 
    • Steelerfan
    • May 15, 2008

40. Change In Name of Trust Account After Merger

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

41. merging MP and 401k plan

    By Santo Gold, May 10, 2007
    • 2 replies
    • 2.5k views
    • 
    • masteff
    • May 11, 2007

42. Opps - acquiring co. forgot to amend the plan

    By Guest Iwonder, October 30, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 31, 2008

43. Ongoing Vesting in Stock Sale

    By Gilmore, February 25
    • 2 replies
    • 532 views
    • 
    • Gilmore
    • February 26

44. Vesting under Merged Plan

    By Just Me, April 19, 2012
    • 2 replies
    • 2.6k views
    • 
    • 00hskrgrl
    • May 30, 2012

45. Sale of Subsidiary - Transitioning health coverage

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

46. Merger of Defined Contribution Plan and a 401k Profit Sharing Plan

    By Guest carolinebb, July 24, 2012
    • 2 replies
    • 2.7k views
    • 
    • 00hskrgrl
    • July 25, 2012

47. Merging funds

    By khn, January 15, 2016
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • January 15, 2016

48. Termination of Part of a Plan

    By Guest Grumpy456, June 15, 2006
    • 2 replies
    • 1.9k views
    • 
    • RTK
    • June 15, 2006

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

    By John Feldt ERPA CPC QPA, December 13, 2017   

    • 1.416-1 q&a t-32
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • December 14, 2017

50. Freezing a DC Plan Following Stock Purchase

    By Towanda, December 22, 2021
    • 2 replies
    • 1.4k views
    • 
    • Luke Bailey
    • December 22, 2021