Mergers and Acquisitions

408 topics in this forum

1. Life Insurance

   By mariemonroe, July 6, 2007
   • 1 reply
   • 2.7k views
   • 
   • Belgarath
   • July 6, 2007

2. Merging profit sharing plan into a separate 401(k) plan

   By HarleyBabe, September 30, 2009
   • 1 reply
   • 2.7k views
   • 
   • Bird
   • September 30, 2009

3. Surrender charges on insurance contracts

   By Guest TortoraG, March 26, 1999
   • 5 replies
   • 2.7k views
   • 
   • Guest
   • April 15, 1999

4. Merging 401(k) Plan (w/ merged MPP) into other 401(k) Plan

   By rocknrolls2, April 25, 2008
   • 0 replies
   • 2.7k views
   • 
   • rocknrolls2
   • April 25, 2008

5. Plan Merger - Differing Availability Rules for Withdrawals of Employer Contributions

   By rocknrolls2, May 28, 2008
   • 1 reply
   • 2.7k views
   • 
   • Guest
   • July 9, 2008

6. Loan from Affiliated member 401(k) plan

   By Guest Silver, August 16, 2007
   • 4 replies
   • 2.7k views
   • 
   • Guest
   • August 17, 2007

7. Merger and Acquisitions-employee 401k aspects

   By Guest markh1, November 30, 2001
   • 0 replies
   • 2.7k views
   • 
   • Guest
   • November 30, 2001

8. 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

9. Asset Sale-Sellers Plan Terminating with Participant Loans

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

10. Merge acquired employees into 403(b)

    By waid10, May 31, 2007
    • 1 reply
    • 2.7k views
    • 
    • masteff
    • May 31, 2007

11. Vesting under Merged Plan

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

12. FICA withholding by non-employer post merger?

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

13. Change In Name of Trust Account After Merger

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

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

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

15. Short Plan Year?

    By Guest Golden K, September 2, 2009
    • 1 reply
    • 2.6k views
    • 
    • movedon
    • September 2, 2009

16. 280G issues - unvested stock options

    By HCE, September 11
    • 1 reply
    • 2.6k views
    • 
    • Artie M
    • September 13

17. FSA plan termination with a merger

    By Guest scm, November 11, 1999
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • November 11, 1999

18. Successor Plan Rule > Roth Contribution

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

19. 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

20. Non-discrimination Test with controlled groups

    By Guest Jamie Hayes, April 1, 2008
    • 2 replies
    • 2.5k views
    • 
    • J Simmons
    • April 2, 2008

21. 401(k) transfer or termination

    By mlp0816, March 23, 2009
    • 1 reply
    • 2.5k views
    • 
    • A Shot in the Dark
    • March 23, 2009

22. 204(h) notice requirements for divestiture

    By Guest JBB, November 12, 2002
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • November 12, 2002

23. 401(k) Loans

    By Guest Sadie4, November 6, 2002
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • November 7, 2002

24. merging MP and 401k plan

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

25. Plan termination wind-up activities post stock merger

    By kmhaab, September 20, 2019
    • 7 replies
    • 2.5k views
    • 
    • Luke Bailey
    • September 24, 2019

26. Merger & Acquisition

    By Guest b1900captain, April 23, 2008
    • 1 reply
    • 2.5k views
    • 
    • WDIK
    • April 23, 2008

27. 100% Vesting in Plan Merger for Terminated Employees

    By Guest KB, May 18, 2001
    • 2 replies
    • 2.5k views
    • 
    • david rigby
    • May 21, 2001

28. 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

29. asset sale, 401k overlooked

    By WCC, December 2, 2021
    • 7 replies
    • 2.5k views
    • 
    • Nate S
    • December 7, 2021

30. Joint Venture employees

    By Guest Benmark, September 8, 2004
    • 1 reply
    • 2.5k views
    • 
    • E as in ERISA
    • September 8, 2004

31. Affiliated Service Group - Partner Leaving / Impact

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

32. VCP during Transition Period

    By IhrtERISA, July 6, 2016   

    • Transition period
    • VCP
    • (and 1 more)

      Tagged with:

      • Transition period
      • VCP
      • 410(b)(6)
    • 6 replies
    • 2.4k views
    • 
    • Griswold
    • July 11, 2016

33. They sold me to another company and do not want to start pension payme

    By Guest hbg, September 8, 2000
    • 5 replies
    • 2.4k views
    • 
    • david rigby
    • September 11, 2000

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

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

35. Due Diligence Checklist

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

36. 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

37. Successor employer liability under COBRA

    By Guest Rich Jochum, October 8, 1999
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • October 8, 1999

38. What to do about the plan number

    By Lori Friedman, May 30, 2006
    • 5 replies
    • 2.4k views
    • 
    • E as in ERISA
    • June 1, 2006

39. Loss of controlled group status/spin-off timing

    By Dawn Hafner, June 14, 2000
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • May 22, 2001

40. mid-year merger of 401(k) plans-comp?

    By EGB, September 23, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 19, 1999

41. termination/merger of 401(k)

    By Guest cngriffin, June 30, 1999
    • 1 reply
    • 2.4k views
    • 
    • KJohnson
    • July 2, 1999

42. Plan Merger - Never fully carried out

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

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

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

44. Audit of plan with merger

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

45. M&A Retirement Plan Checklist

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

46. 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

47. Merging of two firms

    By Guest Gordy, March 30, 2004
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • April 8, 2004

48. assuming plan sponsorship

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

49. 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

50. 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