Mergers and Acquisitions

408 topics in this forum

1. Loan Rollover to Buyer's Plan

   By ERISA11, November 28, 2012
   • 5 replies
   • 2.2k views
   • 
   • ETA Consulting LLC
   • November 29, 2012

2. Allocation of profit sharing accruals

   By Guest JMN, October 2, 2012
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • October 2, 2012

3. Providing Credit for Service for Selective Purposes

   By 401 Chaos, September 7, 2012
   • 4 replies
   • 1.6k views
   • 
   • 401 Chaos
   • September 12, 2012

4. Health and Welfare in asset sale

   By Guest sidalee1, November 21, 2011
   • 10 replies
   • 3.5k views
   • 
   • Guest
   • September 7, 2012

5. Challenging Question - Merger - Former Key

   By Guest Holly Foster, September 1, 2012
   • 0 replies
   • 990 views
   • 
   • Guest
   • September 1, 2012

6. Forced Company Sale

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

7. Admin & Forfeiture Accounts in Merger

   By Guest Bibbons, August 23, 2012
   • 2 replies
   • 4.7k views
   • 
   • Guest
   • August 24, 2012

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. Merging two safe harbor plans

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

10. Vesting under Merged Plan

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

11. Acquisiton and ADP Test

    By Guest cxs, March 9, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • March 9, 2012

12. Successor Corp Question

    By CLE401kGuy, January 30, 2012
    • 0 replies
    • 1.3k views
    • 
    • CLE401kGuy
    • January 30, 2012

13. Definition of Compensation

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

14. Benefit Plans after acquisition

    By Guest Kadsmd, November 8, 2011
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • November 9, 2011

15. Discretionary Profit Sharing Contribution After Termination

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

16. Spin-off or sale of subsidiary

    By Guest JMN, October 7, 2011
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • October 9, 2011

17. Non-Safe Harbor 401k to Merge with Safe Harbor 401k

    By Guest Solbesado, October 7, 2011
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 7, 2011

18. 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

19. Employee Benefits issues in spin-off transactions

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

20. Partnership changing to a PSC

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

21. LTD

    By Guest MAZ, July 15, 2011
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 15, 2011

22. How Key EE determined, 70 ee's

    By Cathy from Chicago, March 28, 2011
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • March 28, 2011

23. Brother-sister Corps

    By CharlesLeggette, April 17, 2010
    • 7 replies
    • 4.7k views
    • 
    • Guest
    • February 23, 2011

24. New LLC, Sole Prop to Dissolve

    By Guest MS TPA, January 14, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2011

25. Short Term Disability

    By Guest Kberly, December 9, 2010
    • 1 reply
    • 1.8k views
    • 
    • LRDG
    • December 10, 2010

26. Merger or Termination -- Same Control Group

    By Guest crzycz, November 22, 2010
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • November 23, 2010

27. 401(k) Loan

    By mlp0816, November 19, 2010
    • 2 replies
    • 1.7k views
    • 
    • mlp0816
    • November 19, 2010

28. Affiliated Service group?

    By Guest Whatup, October 25, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 25, 2010

29. Retro Plan Amd for acquired employee eligibility

    By Guest A125, October 22, 2010
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • October 22, 2010

30. 403(b) 5500's

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

31. Health FSAs in a Stock Deal

    By Guest Calmus, June 24, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 24, 2010

32. nevermind EOM

    By Spencer, June 24, 2010
    • 0 replies
    • 1.3k views
    • 
    • Spencer
    • June 24, 2010

33. Loans

    By Nassau, June 23, 2010
    • 0 replies
    • 1.5k views
    • 
    • Nassau
    • June 23, 2010

34. Due Diligence--HIPAA PHI

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

35. Merging two 401(k) plans

    By cpc0506, November 24, 2009
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • December 24, 2009

36. Affiliated Service Group?

    By HCWilliams, October 21, 2009
    • 1 reply
    • 1.9k views
    • 
    • K2retire
    • October 23, 2009

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

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

38. Controlled Group

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

39. Keogh to MEP

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

40. Short Plan Year?

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

41. Bankruptcy/Successor Plan?

    By Guest AndyL, August 31, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 31, 2009

42. Successor Plan

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

43. 401(k) Plan with no activity do to sale. Audit?

    By Guest erisaauditor, August 21, 2009
    • 1 reply
    • 1.7k views
    • 
    • PensionPro
    • August 21, 2009

44. merger of single ER plan into PEO plan

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

45. Plan Issues in an Asset Purchase

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

46. Acquisition of an ESOP company

    By Guest Spock, July 9, 2009
    • 1 reply
    • 2.3k views
    • 
    • A Shot in the Dark
    • July 9, 2009

47. assuming plan sponsorship

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

48. Asset sale and merger

    By Guest HaleyD, June 16, 2009
    • 1 reply
    • 2.2k views
    • 
    • Laura Harrington
    • July 2, 2009

49. plan merger versus plan consolidation

    By Guest ERISAQuestioner, July 2, 2009
    • 1 reply
    • 2.1k views
    • 
    • jpod
    • July 2, 2009

50. Timeline

    By Guest APD, May 7, 2009
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 14, 2009