Mergers and Acquisitions

408 topics in this forum

1. Combined Plan with Multiple Contribution Formulas

   By Guest Ralph, June 7, 2001
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • June 7, 2001

2. Company A assumes sponsorship of plan sponsored by Company B

   By Guest Grumpy456, July 24, 2008
   • 4 replies
   • 2.3k views
   • 
   • Mike Preston
   • July 30, 2008

3. Company B not part of merger between A & C

   By Cathy from Chicago, September 22, 2008
   • 2 replies
   • 1.5k views
   • 
   • Cathy from Chicago
   • September 22, 2008

4. Company selling fully owned subsidiary

   By Guest Scrappy, June 11, 2004
   • 7 replies
   • 3.7k views
   • 
   • E as in ERISA
   • June 29, 2004

5. Company sold to an Investment Group - effect on 401k Plan

   By Pammie57, April 30, 2021
   • 5 replies
   • 2.6k views
   • 
   • EBECatty
   • May 3, 2021

6. Competing 401(k) Safe Harbor Merger

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

7. Compliance with ACA in M&A transaction

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

8. Continued separate record keeping for merged MPPP

   By Moe Howard, August 13, 2003
   • 2 replies
   • 1.6k views
   • 
   • KJohnson
   • August 13, 2003

9. Control group acquiring another company with no plan

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

10. 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

11. Controlled Group

    By Guest allana, September 24, 2009
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 28, 2009

12. Controlled group becomes unrelated mid year

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

13. Controlled Group with non-profit

    By Gilmore, October 20, 2015
    • 0 replies
    • 1k views
    • 
    • Gilmore
    • October 20, 2015

14. corporate acquisition - employee working for one participating in the other plan

    By k man, March 26, 2008
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • May 27, 2008

15. DB plan spinoff--can they be dissallowed due to funding status?

    By Guest meggie, September 14, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 14, 2004

16. Dealing with Entry Dates when Crediting Prior Service

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

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

    By 401 Chaos, October 22, 2014
    • 2 replies
    • 3.9k views
    • 
    • QDROphile
    • October 23, 2014

18. Deferred Comp and F Reorg

    By mtopalovic, March 13
    • 0 replies
    • 498 views
    • 
    • mtopalovic
    • March 13

19. Definition of Compensation

    By britoski, January 18, 2012
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • January 18, 2012

20. Dental practice "sold"

    By pmacduff, January 4, 2023
    • 4 replies
    • 1.1k views
    • 
    • Always Complicated
    • January 6, 2023

21. Dentists purchases another business

    By cpc0506, February 28, 2013
    • 2 replies
    • 1.4k views
    • 
    • cpc0506
    • March 1, 2013

22. Determining compliance of merging or spun off plan

    By rocknrolls2, November 11, 2001
    • 0 replies
    • 1.9k views
    • 
    • rocknrolls2
    • November 11, 2001

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

    By 401 Chaos, December 9, 2015
    • 2 replies
    • 9.5k views
    • 
    • 401 Chaos
    • December 11, 2015

24. different entry dates

    By Guest Wineman, July 8, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • July 13, 1999

25. Disability Benefit Plans in M&A

    By Guest jhall, May 8, 2008
    • 2 replies
    • 4.3k views
    • 
    • Guest
    • May 28, 2008

26. Discretionary Profit Sharing Contribution After Termination

    By 401 Chaos, October 31, 2011
    • 16 replies
    • 7k views
    • 
    • 401 Chaos
    • November 4, 2011

27. Dissolution of Plan Sponsor

    By Guest mparker2028, September 9, 2006
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • October 19, 2006

28. Distributions in formation of a new joint venture

    By Guest LDH1, October 24, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 24, 2000

29. Due Diligence Checklist

    By Guest Thornton, March 27, 2003
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • March 27, 2003

30. Due Diligence Checklist

    By Guest Julie, July 29, 2004
    • 0 replies
    • 3.8k views
    • 
    • Guest
    • July 29, 2004

31. Due Diligence--HIPAA PHI

    By Guest Michelle P, March 9, 2010
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • March 9, 2010

32. Effect of Plan Merger on Beneficiary Designations

    By Tot, August 8, 2018
    • 4 replies
    • 1.6k views
    • 
    • Luke Bailey
    • August 9, 2018

33. Effective Date of Spun-Off Plan

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

34. Eligibility

    By nancy, December 23, 2005
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • December 27, 2005

35. Eligibility for employees transferred to company due to asset purchase

    By Guest Sara H, June 15, 2001
    • 5 replies
    • 2.3k views
    • 
    • Medusa
    • June 15, 2001

36. Eligibility on Merged plans

    By Nate X, August 30, 2001
    • 0 replies
    • 1.7k views
    • 
    • Nate X
    • August 30, 2001

37. Employee Benefits issues in spin-off transactions

    By gle318612, August 16, 2011
    • 0 replies
    • 2.3k views
    • 
    • gle318612
    • August 16, 2011

38. Employee Notification of Being Bought?

    By Bcompliance2003, September 21, 2023
    • 0 replies
    • 665 views
    • 
    • Bcompliance2003
    • September 21, 2023

39. Employee Stock Option Plan

    By Guest stockoption, June 16, 1999
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • June 16, 1999

40. 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

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

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

42. Employer Contribution after Merger

    By Rai401k, September 28, 2018
    • 0 replies
    • 727 views
    • 
    • Rai401k
    • September 28, 2018

43. FICA withholding by non-employer post merger?

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

44. Filing 5310s

    By Guest Benefits Person, April 25, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 25, 2008

45. Final Form 5500 After Asset Purchase??

    By kmhaab, April 28, 2016   

    • Form 5500
    • plan termination
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • April 28, 2016

46. Flexible spending accounts and mergers.

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

47. 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

48. Forced Company Sale

    By Below Ground, October 10, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 28, 2012

49. Forfeiture in a Merger

    By Guest AlyssaC, March 14, 2006
    • 6 replies
    • 7k views
    • 
    • Kirk Maldonado
    • March 16, 2006

50. Forfeitures - what to do with them?

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