Mergers and Acquisitions

408 topics in this forum

1. 401(k) merge

   By mlp0816, May 5, 2009
   • 3 replies
   • 1.7k views
   • 
   • RCK
   • May 7, 2009

2. Spinoff of Profit Sharing Plan - Limited to Vested Balances

   By rocknrolls2, April 21, 2009
   • 3 replies
   • 2k views
   • 
   • QDROphile
   • April 21, 2009

3. 401(k) transfer or termination

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

4. 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

5. Basic ESOP Question

   By Guest Tauriffic, January 13, 2009
   • 1 reply
   • 1.5k views
   • 
   • BeckyMiller
   • January 26, 2009

6. 401(k) Plan Merger

   By Guest Ilovemyjob, October 30, 2008
   • 11 replies
   • 3.9k views
   • 
   • JanetM
   • November 4, 2008

7. Opps - acquiring co. forgot to amend the plan

   By Guest Iwonder, October 30, 2008
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • October 31, 2008

8. Affiliated Service Group - Partner Leaving / Impact

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

9. 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

10. 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

11. Asset sale - maintain 401k plan short term

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

12. Vesting Triggers in Qualified Plans

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

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

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

14. Change of Salary after Acquisition

    By Guest soldout, June 30, 2008
    • 4 replies
    • 20.7k views
    • 
    • Guest
    • July 2, 2008

15. LLC to Sole Proprietorship

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

16. Disability Benefit Plans in M&A

    By Guest jhall, May 8, 2008
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • May 28, 2008

17. 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

18. COBRA and Sale of Assets

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

19. FICA withholding by non-employer post merger?

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

20. 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

21. Filing 5310s

    By Guest Benefits Person, April 25, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 25, 2008

22. Merger & Acquisition

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

23. QSLOBs

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

24. Non-discrimination Test with controlled groups

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

25. 280G

    By IRA, February 13, 2008
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • February 19, 2008

26. Sale of Subsidiary - Transitioning health coverage

    By Guest FAQ, January 23, 2008
    • 2 replies
    • 4.3k views
    • 
    • Guest
    • February 2, 2008

27. necessary provisions in merger amendments

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

28. Asset acquisition - purchaser adopting seller's plan (?)

    By mariemonroe, January 23, 2008
    • 5 replies
    • 3.1k views
    • 
    • jpod
    • January 23, 2008

29. Springing Anticutback issue

    By Guest SSS909, October 16, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 16, 2007

30. National Plan after Merger

    By Guest aswolff, October 8, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 8, 2007

31. Plan merger into safe harbor

    By rlb64, September 11, 2007
    • 1 reply
    • 2.8k views
    • 
    • Bird
    • September 11, 2007

32. Merger of two health plans

    By Guest JD698, September 10, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 10, 2007

33. Loan from Affiliated member 401(k) plan

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

34. Life Insurance

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

35. Merge acquired employees into 403(b)

    By waid10, May 31, 2007
    • 1 reply
    • 2.6k views
    • 
    • masteff
    • May 31, 2007

36. merging MP and 401k plan

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

37. Merge a 403(b) into a 403(b)

    By Guest PBJ, March 15, 2007
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 15, 2007

38. QSLOB

    By Rob P, March 1, 2007
    • 0 replies
    • 3.2k views
    • 
    • Rob P
    • March 1, 2007

39. Asset Acquisition

    By Guest PJTEN, February 21, 2007
    • 5 replies
    • 3.3k views
    • 
    • jpod
    • February 22, 2007

40. Stock Purchase - Termination of a plan

    By Guest 401kbee, February 1, 2007
    • 4 replies
    • 4.4k views
    • 
    • Guest
    • February 6, 2007

41. Granting Past Service Credit

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

42. Spin Off

    By Guest lvegas, October 27, 2006
    • 1 reply
    • 3k views
    • 
    • JanetM
    • October 27, 2006

43. Dissolution of Plan Sponsor

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

44. Bank Holding Company Acquisiiton

    By Guest TCP, September 18, 2006
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • September 20, 2006

45. QSLOB determination

    By Guest ktyler, August 17, 2006
    • 3 replies
    • 7.1k views
    • 
    • JanetM
    • August 17, 2006

46. Transition Rule

    By Randy Watson, August 15, 2006
    • 3 replies
    • 3.4k views
    • 
    • jpod
    • August 15, 2006

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

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

48. New Profit Sharing Plan

    By mlp0816, June 28, 2006
    • 2 replies
    • 1.9k views
    • 
    • mlp0816
    • June 28, 2006

49. Termination of Part of a Plan

    By Guest Grumpy456, June 15, 2006
    • 2 replies
    • 1.9k views
    • 
    • RTK
    • June 15, 2006

50. 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