Mergers and Acquisitions

408 topics in this forum

1. Amending plan document after merger

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

2. Private Sector Employees become Public Employees

   By Guest redoakwood, January 8, 2003
   • 2 replies
   • 1.6k views
   • 
   • IRC401
   • January 16, 2003

3. Merging two 401(k) plans

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

4. vesting after termination

   By Guest Elizabeth Gaskins, January 31, 2002
   • 2 replies
   • 2k views
   • 
   • david rigby
   • February 1, 2002

5. Periodic plan merging into daily plan

   By katieinny, April 17, 2003
   • 2 replies
   • 1.6k views
   • 
   • katieinny
   • April 18, 2003

6. 401(k) Asset Sale/Assume Plan Sponsorship Questions

   By Interested Party, December 4, 2024
   • 2 replies
   • 668 views
   • 
   • Interested Party
   • December 4, 2024

7. Admin & Forfeiture Accounts in Merger

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

8. Competing 401(k) Safe Harbor Merger

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

9. Sponsoring ER Sold - Adopting ER no longer part of control group

   By Spodie, August 10, 2016   

   • Spin-off
   • Plan termination
   • (and 1 more)

     Tagged with:

     • Spin-off
     • Plan termination
     • Acquisition
   • 2 replies
   • 1.5k views
   • 
   • Spodie
   • August 11, 2016

10. Merging Plans on two different vesting schedules

    By Alex Daisy, October 14, 2016
    • 1 reply
    • 1.3k views
    • 
    • Alex Daisy
    • October 14, 2016

11. Spin-off or sale of subsidiary

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

12. Plan merger into safe harbor

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

13. Affiliated Service Group Determination

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

14. Basic ESOP Question

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

15. Merger - Accelerating Vesting

    By Guest KGriffith, October 7, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • October 14, 2002

16. Partial Acquisition of Company - Merge?

    By khn, February 14, 2022
    • 1 reply
    • 998 views
    • 
    • MoJo
    • February 14, 2022

17. Short Term Disability

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

18. Asset sale and merger

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

19. Buyer acquires company with existing plan; merge or keep separate?

    By Bird, November 9, 2015
    • 1 reply
    • 1.2k views
    • 
    • MoJo
    • November 9, 2015

20. Acquired companies and ADP/ACP testing (esp. HCE determination)

    By Guest CMC9, November 15, 2001
    • 1 reply
    • 3.1k views
    • 
    • MWeddell
    • November 16, 2001

21. Acquisition of New Company w/o Retirement Plan Adopting Buyer's SH 401(k) Plan

    By patriciab, October 20, 2023
    • 1 reply
    • 778 views
    • 
    • Bird
    • October 23, 2023

22. Buyer to bring seller's ee's into their own plan - who pays ER?

    By TPApril, August 22, 2023
    • 1 reply
    • 557 views
    • 
    • Luke Bailey
    • August 23, 2023

23. 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

24. Related Employer Question

    By khn, January 11, 2021
    • 1 reply
    • 1.2k views
    • 
    • EBECatty
    • January 12, 2021

25. Stock Sale--Plans Terminated

    By sloble@crowleyfleck.com, September 2, 2004
    • 1 reply
    • 1.9k views
    • 
    • BeckyMiller
    • September 9, 2004

26. Final Form 5500 After Asset Purchase??

    By kmhaab, April 28, 2016   

    • Form 5500
    • plan termination
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • April 28, 2016

27. Audit of plan with merger

    By Guest Christie Banks, January 20, 2002
    • 1 reply
    • 2.4k views
    • 
    • JanetM
    • January 21, 2002

28. Eligibility

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

29. 401k Plan Termination Date in Acquisition

    By kmhaab, July 17, 2017
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • July 17, 2017

30. Increased funding for profit sharing plan

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

31. Merging 401k Plans

    By Guest jefe96, January 26, 2006
    • 1 reply
    • 3.3k views
    • 
    • E as in ERISA
    • January 26, 2006

32. Plan design - Controlled groups

    By Guest nbs, August 8, 2002
    • 1 reply
    • 1.9k views
    • 
    • jaemmons
    • August 21, 2002

33. Mergers and Protected Benefits

    By Guest Thornton, December 27, 2005
    • 1 reply
    • 2.9k views
    • 
    • Kirk Maldonado
    • December 29, 2005

34. J&S carry over

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

35. Merger & Acquisition

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

36. Calculating Excess Parachute Payments

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

37. 280G issues - unvested stock options

    By HCE, September 11
    • 1 reply
    • 2.6k views
    • 
    • Artie M
    • September 13

38. Testing In Plan Merger

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

39. Who does one call in the event of a merger?

    By Guest Jerry O'Leary, May 14, 2001
    • 1 reply
    • 1.9k views
    • 
    • Lorraine Dorsa
    • May 14, 2001

40. Merging PS with MP

    By Guest RONNIE WASEL, August 8, 2003
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • August 8, 2003

41. PBGC liens and Purchase Agreement representations

    By Guest FAQ, December 22, 2004
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • December 23, 2004

42. Asset Purchase vs. practice sale

    By mjf06241972, February 18, 2018   

    • asset purchase practice sale
    • 1 reply
    • 803 views
    • 
    • EBECatty
    • February 18, 2018

43. Joint Venture employees

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

44. Very strange merger situation...

    By Belgarath, September 4, 2024
    • 1 reply
    • 461 views
    • 
    • MoJo
    • September 4, 2024

45. Going Private

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

46. In a pickle!

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

47. Asset Sale - Buyer Assumption

    By sdix401k, October 6, 2015
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • October 15, 2015

48. Section 404(a)(5) Deduction

    By Guest Buzzman, October 14, 2008
    • 1 reply
    • 3.1k views
    • 
    • bdeancpa
    • July 30, 2015

49. 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

50. Vesting under acquisition

    By Guest jmlumpkin, February 12, 2004
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • February 13, 2004