Mergers and Acquisitions

408 topics in this forum

1. Compliance with ACA in M&A transaction

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

2. 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

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

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

4. Repeal of Same Desk Rule

   By Guest DMK, October 31, 2001
   • 2 replies
   • 3.5k views
   • 
   • Guest
   • November 12, 2001

5. Vesting Triggers in Qualified Plans

   By Guest L337pwner5, July 20, 2008
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • July 21, 2008

6. New LLC, Sole Prop to Dissolve

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

7. Merging 401k plans with no acquisition or sale

   By jkharvey, July 24, 2018
   • 2 replies
   • 1.9k views
   • 
   • Luke Bailey
   • July 24, 2018

8. 410(b)(6) Transition Rule question

   By RatherBeGolfing, December 28, 2018
   • 2 replies
   • 1.9k views
   • 
   • RatherBeGolfing
   • December 28, 2018

9. When is ownership determined for coverage testing?

   By Catch22PGM, January 4, 2022   

   • stock sale
   • 2 replies
   • 952 views
   • 
   • Catch22PGM
   • January 6, 2022

10. A company acquired another company 8/15/02. Is the parent company exempt from providing benefits to the acquired company for 18 months?

    By Guest SandraC, July 23, 2004
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • July 23, 2004

11. merger of single ER plan into PEO plan

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

12. 401(k) Loan

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

13. Investment options after transfer

    By Scuba 401, March 5, 2019
    • 2 replies
    • 761 views
    • 
    • Bob the Swimmer
    • March 6, 2019

14. necessary provisions in merger amendments

    By Guest STP20004, February 1, 2008
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • February 1, 2008

15. Severance From Employment?

    By BTG, January 25, 2020
    • 2 replies
    • 2k views
    • 
    • Luke Bailey
    • January 28, 2020

16. 120 Day Notice

    By Guest HarveyC, July 23, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • July 23, 2003

17. Liability for Prior Plan Sponsor's Errors

    By Christine Roberts, August 16, 2000
    • 2 replies
    • 2k views
    • 
    • pjkoehler
    • August 16, 2000

18. Non-discrimination Test with controlled groups

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

19. Dentists purchases another business

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

20. merger of SH plan after the 3% is removed?

    By WCC, January 8, 2019
    • 2 replies
    • 982 views
    • 
    • WCC
    • January 14, 2019

21. New Profit Sharing Plan

    By mlp0816, June 28, 2006
    • 2 replies
    • 2k views
    • 
    • mlp0816
    • June 28, 2006

22. Asset sale - maintain 401k plan short term

    By Guest Kberly, July 24, 2008
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • July 25, 2008

23. 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

24. Continued separate record keeping for merged MPPP

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

25. Merger of two safe-harbor plans, different formulae

    By Zorro1k, May 17, 2016   

    • merger
    • safe
    • (and 2 more)

      Tagged with:

      • merger
      • safe
      • harbor
      • safe-harbor
    • 2 replies
    • 2.2k views
    • 
    • actuarysmith
    • July 22, 2016

26. splitting pre-tax and Roth in a merger

    By gregburst, April 24, 2020
    • 2 replies
    • 1.5k views
    • 
    • Luke Bailey
    • April 28, 2020

27. Successor Plan Rule > Roth Contribution

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

28. Pre-acquisition Service

    By BTG, January 10, 2018
    • 2 replies
    • 1.7k views
    • 
    • Eric Taylor
    • February 12, 2018

29. 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

30. Average Benefits Percentage Test

    By Guest guest809, January 24, 2013   

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

31. M&A - Defensive Tactics?

    By Guest blackacre, October 18, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 18, 2001

32. 100% Vesting in Plan Merger for Terminated Employees

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

33. blown deadline for 12/31 MP merger

    By Guest Ben S, January 28, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 28, 2002

34. Form 5310-A

    By Just Me, March 3, 2004
    • 2 replies
    • 4.6k views
    • 
    • WDIK
    • March 8, 2004

35. Flexible spending accounts and mergers.

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

36. COBRA and Sale of Assets

    By Guest Hedwig, December 20, 2006
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • May 27, 2008

37. Plan Merger - Never fully carried out

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

38. different entry dates

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

39. Protection of optional forms of benefits; rights and features

    By Mel_1999, October 3, 2018
    • 2 replies
    • 1.3k views
    • 
    • Luke Bailey
    • October 4, 2018

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

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

41. B/R/F issue?

    By RatherBeGolfing, November 26, 2018
    • 2 replies
    • 837 views
    • 
    • RatherBeGolfing
    • November 27, 2018

42. Self-Insured Group Health Plan in Asset Deal

    By Guest friedbrain, July 26, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • July 31, 1999

43. Special rules governing Pension plans when a company is being purchase

    By Guest MAK, September 29, 1999
    • 2 replies
    • 2k views
    • 
    • Dave Baker
    • October 12, 1999

44. Disability Benefit Plans in M&A

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

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

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

46. Dissolution of Plan Sponsor

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

47. Is it true that there is no IRS guidance on ADP testing for plan that

    By AndyT, February 28, 2000
    • 2 replies
    • 1.9k views
    • 
    • AndyT
    • March 1, 2000

48. Can Company B eliminate Company A stock in its plan or is it a cutback

    By rocknrolls2, March 14, 2000
    • 2 replies
    • 2.1k views
    • 
    • Dowist
    • March 14, 2000

49. Needed Changes in Benefits Law or regulations covering Mergers and Acq

    By BeckyMiller, March 14, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 27, 2000

50. References & Checklists

    By Guest J. Smith, May 20, 2000
    • 2 replies
    • 1.9k views
    • 
    • KIP KRAUS
    • May 26, 2000