Mergers and Acquisitions

408 topics in this forum

1. Form 5310

   By JustnERPA, August 23, 2019
   • 1 reply
   • 916 views
   • 
   • Luke Bailey
   • August 26, 2019

2. Form 5310-A

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

3. Freezing a DC Plan Following Stock Purchase

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

4. Freezing plan of acquired company- full vesting?

   By card, November 29, 2000
   • 0 replies
   • 2.1k views
   • 
   • card
   • November 29, 2000

5. FSA plan termination with a merger

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

6. Funding Profit Sharing contribution for old plan

   By Rai401k, August 23, 2013
   • 1 reply
   • 1.7k views
   • 
   • Bird
   • August 23, 2013

7. General Considerations

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

8. General Question about Merger

   By jkharvey, September 24, 2003
   • 4 replies
   • 4.4k views
   • 
   • Alf
   • November 5, 2003

9. Going Private

   By Guest CMC, October 15, 2002
   • 1 reply
   • 1.7k views
   • 
   • Kirk Maldonado
   • October 15, 2002

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

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

11. Granting Past Service Credit

    By Guest Grumpy456, January 30, 2007
    • 5 replies
    • 5.2k views
    • 
    • JanetM
    • January 30, 2007

12. GTE Alaska Phone Service Retirement Benefit gone with Company Sale.

    By Guest Marvin Hartshorn, September 29, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • September 29, 2000

13. HCE after merger

    By Nancy D, December 17, 2018
    • 4 replies
    • 5.7k views
    • 
    • Below Ground
    • February 28, 2019

14. HCE Calculation involving an M&A

    By Guest Hadden2001, December 6, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 6, 2001

15. HCE Definition after acquisition

    By LarryDavid, February 13, 2013
    • 6 replies
    • 4.2k views
    • 
    • LarryDavid
    • February 13, 2013

16. Health and Welfare in asset sale

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

17. Health FSAs in a Stock Deal

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

18. High Cost of Health vs 401(k) Participation

    By Guest Randy Rod, October 26, 1999
    • 1 reply
    • 1.8k views
    • 
    • Dave Baker
    • October 27, 1999

19. hospital buys doctors office

    By Guest michaelviola, September 28, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • June 5, 2002

20. How Do You Protect the Recipient Plan in a Plan to Plan Transfer?

    By rocknrolls2, January 7, 2002
    • 6 replies
    • 3.3k views
    • 
    • mbozek
    • January 16, 2002

21. How do you value a TPA to acquire it? I'm assuming its based on recent comparable EV/EBITDA, but I can't this data.

    By John P, September 22, 2020   

    • m&a
    • merger
    • (and 4 more)

      Tagged with:

      • m&a
      • merger
      • acquisition
      • tpa
      • price
      • ebitda
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • September 22, 2020

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. How long is the grace period of an acquired company to comply with 410

    By Guest Joe Vasko, February 24, 2000
    • 1 reply
    • 2.9k views
    • 
    • M R Bernardin
    • February 24, 2000

24. How to handle testing refunds of seller in a stock purchase.

    By HCE, March 7, 2023
    • 1 reply
    • 949 views
    • 
    • CuseFan
    • March 7, 2023

25. How to identify the Employer, EIN and Plan Number of a 401(k) Plan aft

    By Guest EMC, November 15, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 15, 2000

26. In a pickle!

    By Guest Mrilaomt, December 11, 2003
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • December 11, 2003

27. Increased funding for profit sharing plan

    By Guest ama, September 17, 2001
    • 1 reply
    • 2k views
    • 
    • RCK
    • September 26, 2001

28. Investment elections when one plan merged into another

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

29. Investment options after transfer

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

30. Is an employer required to take advantage of Revenue Ruling 2000-27, w

    By Guest katie korman, April 17, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 17, 2001

31. Is it an Asset Sale or a Stock Sale for Title IV Purposes - You Make t

    By Guest ERISAGuy, December 13, 2001
    • 6 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • December 19, 2001

32. 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

33. 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

34. Is PPA Restatement Required for Merged Plan

    By JRN, August 26, 2015
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • August 26, 2015

35. J&S carry over

    By Guest Tiredoferisa, May 15, 2004
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • May 17, 2004

36. Joint Venture employees

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

37. k/m tests when PYE are different

    By Guest RGlaser, July 16, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 16, 1999

38. Keogh to MEP

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

39. Leaving PEO plan, still member of controlled group

    By DMcGovern, October 2, 2013
    • 0 replies
    • 1.6k views
    • 
    • DMcGovern
    • October 2, 2013

40. Length of Time for Acquired Employees to Join Health Plan

    By waid10, August 5, 2024
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 23, 2024

41. Less competition in insurance industry

    By Guest Nienke, June 14, 2002
    • 1 reply
    • 2.1k views
    • 
    • mroberts
    • June 17, 2002

42. Liability for Prior Plan Sponsor's Errors

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

43. Life Insurance

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

44. LLC to Sole Proprietorship

    By Guest Jill6979, June 2, 2008
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • June 2, 2008

45. Loan for Terminated Plan

    By DGiii, April 28, 2015
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • April 28, 2015

46. Loan from Affiliated member 401(k) plan

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

47. Loan Rollover to Buyer's Plan

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

48. Loans

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

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

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

50. LTD

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