Mergers and Acquisitions

408 topics in this forum

1. Employee Stock Option Plan

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

2. Partial Plan Termination?

   By Guest Anne D, July 9, 1999
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • July 9, 1999

3. 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

4. M&A - Defensive Tactics?

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

5. Employee Benefits issues in spin-off transactions

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

6. Mergers & Acquisitions

   By Guest lschaab, May 1, 2002
   • 3 replies
   • 2.3k views
   • 
   • mbozek
   • May 1, 2002

7. Testing In Plan Merger

   By Guest SSCARO, June 5, 2001
   • 1 reply
   • 2.3k views
   • 
   • MWeddell
   • June 6, 2001

8. Eligibility

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

9. Acquisition of an ESOP company

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

10. QSLOBs

    By Guest PGH.ERISA, April 15, 2008
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • April 15, 2008

11. Due Diligence--HIPAA PHI

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

12. Plan Issues in an Asset Purchase

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

13. Vesting After Plan Merger

    By Catch22PGM, November 17, 2020   

    • mergers
    • vesting
    • 3 replies
    • 2.3k views
    • 
    • FORMER ESQ.
    • December 20, 2020

14. MEWA created as a result of transaction

    By britoski, August 21, 2015
    • 1 reply
    • 2.3k views
    • 
    • Chaz
    • August 21, 2015

15. Merging two safe harbor plans

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

16. Affiliated Service Group Determination

    By Guest Cowher36, December 13, 2013
    • 1 reply
    • 2.2k views
    • 
    • Lame Duck
    • December 13, 2013

17. Withdrawal Liability Following Corporate Merger

    By Guest Edward McElroy, February 17, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 25, 1999

18. Amending plan document after merger

    By Alonzo, June 2, 2000
    • 2 replies
    • 2.2k views
    • 
    • pjkoehler
    • June 2, 2000

19. Sale of a Division

    By Guest Scrappy, November 18, 2003
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • November 18, 2003

20. 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

21. Stock acquisition...

    By Guest RONNIE WASEL, April 27, 2003
    • 4 replies
    • 2.2k views
    • 
    • GBurns
    • May 8, 2003

22. 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

23. Asset sale and merger

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

24. Loan Rollover to Buyer's Plan

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

25. Post-Acquisition Benefits

    By Guest Kurt, May 5, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • May 5, 1999

26. Vesting Schedules

    By mlp0816, February 13, 2006
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • February 14, 2006

27. Average Benefits Percentage Test

    By Guest guest809, January 24, 2013   

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

28. amending MPPP to a 401(k)

    By mlp0816, April 1, 2005
    • 3 replies
    • 2.2k views
    • 
    • Bird
    • April 1, 2005

29. Self-Insured Group Health Plan in Asset Deal

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

30. Merged plans and top heavy rules

    By Richard Anderson, June 12, 2000
    • 0 replies
    • 2.2k views
    • 
    • Richard Anderson
    • June 12, 2000

31. Competing 401(k) Safe Harbor Merger

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

32. merged money purchase and profit sharing

    By Guest kdp, June 28, 2002
    • 3 replies
    • 2.2k views
    • 
    • KJohnson
    • June 28, 2002

33. SH Plan and Asset Sale - how to structure

    By cheersmate, June 5, 2015   

    • Asset Sale
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • Asset Sale
      • Safe Harbor
      • Asset Purchase
    • 3 replies
    • 2.2k views
    • 
    • cheersmate
    • December 22, 2015

34. Asset Purchase with owner continuing 401k

    By perkinsran, March 16, 2015
    • 7 replies
    • 2.2k views
    • 
    • perkinsran
    • April 2, 2015

35. Under the SIMPLE IRA Plan merger exception, can the employees of the S

    By Guest LBBarr, September 13, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • September 13, 2000

36. 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

37. Stock transaction (sale?)

    By Scuba 401, November 14, 2017
    • 14 replies
    • 2.1k views
    • 
    • Mike Preston
    • November 16, 2017

38. Transition Rule Applicable?

    By Towanda, April 2, 2019
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • April 2, 2019

39. 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

40. plan merger versus plan consolidation

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

41. sbjpa amendment for merged plan?

    By Guest ksumner, August 18, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 19, 1999

42. hospital buys doctors office

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

43. Forfeitures - what to do with them?

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

44. Calculating Excess Parachute Payments

    By Guest stakri, March 17, 2005
    • 1 reply
    • 2.1k views
    • 
    • Kirk Maldonado
    • March 18, 2005

45. Freezing plan of acquired company- full vesting?

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

46. 403(b) 5500's

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

47. ADP Testing (can we test acquired EEs separately)

    By pookah, November 3, 2014   

    • adp
    • otherwise excludible
    • (and 1 more)

      Tagged with:

      • adp
      • otherwise excludible
      • imputed service
    • 4 replies
    • 2.1k views
    • 
    • Peter Gulia
    • November 4, 2014

48. New Co. wants to buy-out old pension but not to agreeded rules. What c

    By Guest GREGG, March 17, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 17, 1999

49. Spin-off or sale of subsidiary

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

50. Terminating Standardized Profit Sharing Plan Final Contribution

    By Guest HHR, August 27, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 27, 2002