Mergers and Acquisitions

408 topics in this forum

1. M&A - Defensive Tactics?

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

2. M&A and FSA - And COBRA and Rollover Balances

   By Bcompliance2003, April 29, 2024
   • 0 replies
   • 653 views
   • 
   • Bcompliance2003
   • April 29, 2024

3. M&A Mapping considerations

   By bmore1147, November 25, 2015   

   • QDIA mapping merger
   • 8 replies
   • 2.9k views
   • 
   • bmore1147
   • December 1, 2015

4. M&A Retirement Plan Checklist

   By CLE401kGuy, October 21, 2014
   • 0 replies
   • 2.4k views
   • 
   • CLE401kGuy
   • October 21, 2014

5. M&A Stock Transaction - Termination of Target Plan

   By ErisaGooroo, January 19, 2018
   • 3 replies
   • 5.1k views
   • 
   • Luke Bailey
   • January 22, 2018

6. M&A-Asset Sale-Use of Seller's 401k Plan Deferral Elections??

   By ERISAGal, May 23, 2022
   • 5 replies
   • 1.4k views
   • 
   • Peter Gulia
   • May 24, 2022

7. Medical FSA During M&A

   By Bcompliance2003, June 12, 2023
   • 0 replies
   • 533 views
   • 
   • Bcompliance2003
   • June 12, 2023

8. Merge 401(k) trusts later than designated plan merger date?

   By kmhaab, November 16, 2022
   • 3 replies
   • 1.4k views
   • 
   • Luke Bailey
   • November 18, 2022

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

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

10. Merge acquired employees into 403(b)

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

11. MERGE MP INTO PS

    By Guest KEV, August 3, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 3, 1999

12. Merge or Terminate Plan?

    By Guest Julie, March 3, 1999
    • 6 replies
    • 4.1k views
    • 
    • Guest
    • May 6, 1999

13. merged money purchase and profit sharing

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

14. Merged plans and top heavy rules

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

15. Merger - 5310-A Needed?

    By Guest boston431, December 12, 2003
    • 3 replies
    • 3.1k views
    • 
    • WDIK
    • December 12, 2003

16. Merger - Accelerating Vesting

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

17. Merger & Acquisition

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

18. Merger and Acquisitions-employee 401k aspects

    By Guest markh1, November 30, 2001
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • November 30, 2001

19. Merger and Missed Deferral Opportunity

    By Catch22PGM, June 30, 2023
    • 1 reply
    • 660 views
    • 
    • FORMER ESQ.
    • July 3, 2023

20. Merger and Top Heavy

    By roundlou, May 2, 2018
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • May 23, 2018

21. Merger and Vesting question

    By Guest Lisa A Allen, February 7, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 7, 2000

22. Merger Mechanics

    By Guest KLCarter, February 15, 2006
    • 4 replies
    • 3.7k views
    • 
    • QDROphile
    • February 16, 2006

23. Merger of Defined Contribution Plan and a 401k Profit Sharing Plan

    By Guest carolinebb, July 24, 2012
    • 2 replies
    • 2.7k views
    • 
    • 00hskrgrl
    • July 25, 2012

24. Merger of Multiemployer Plans

    By Guest Don N, June 16, 2000
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • June 19, 2000

25. Merger of plan with no assets or participants

    By Guest Bud, August 17, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 17, 2001

26. Merger of Plans - Merger of Vesting Schedules?

    By rocknrolls2, March 14, 2000
    • 8 replies
    • 6.4k views
    • 
    • rocknrolls2
    • November 13, 2001

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

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

28. merger of single ER plan into PEO plan

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

29. Merger of top-heavy and non top-heavy plan

    By John Feldt ERPA CPC QPA, December 13, 2017   

    • 1.416-1 q&a t-32
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • December 14, 2017

30. Merger of two health plans

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

31. 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

32. Merger or Termination -- Same Control Group

    By Guest crzycz, November 22, 2010
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • November 23, 2010

33. Merger when only one company has a plan

    By 52626, October 7, 2015
    • 0 replies
    • 1k views
    • 
    • 52626
    • October 7, 2015

34. Merger with SIMPLE and 401(k) plans

    By K2retire, May 3, 2013
    • 4 replies
    • 2.8k views
    • 
    • Belgarath
    • June 28, 2017

35. Merger- Approval Request for Change in Funding Method

    By mefrancis1729, October 3, 2018   

    • merger
    • funding method
    • 0 replies
    • 816 views
    • 
    • mefrancis1729
    • October 3, 2018

36. Mergers & Acquisitions

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

37. Mergers and Protected Benefits

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

38. Mergers/Acquisitions - Tax Withholdings

    By Guest KGonsalves, September 15, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • September 15, 1999

39. 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

40. Merging 401(k) plans with different limitation years.

    By traveler, May 4, 2001
    • 3 replies
    • 2.8k views
    • 
    • Wessex
    • May 9, 2001

41. Merging 401k Plans

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

42. Merging 401k plans with no acquisition or sale

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

43. Merging a MEP into a Single ER Plan

    By Crocker, March 14, 2019
    • 3 replies
    • 1.5k views
    • 
    • justanotheradmin
    • March 15, 2019

44. Merging a MP into a PSP for 2003, 204(h) & Gust

    By Guest Chris May, December 20, 2002
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 23, 2002

45. Merging funds

    By khn, January 15, 2016
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • January 15, 2016

46. Merging Medical Practices

    By Guest, February 19, 2000
    • 1 reply
    • 2k views
    • 
    • Lorraine Dorsa
    • February 21, 2000

47. merging MP and 401k plan

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

48. Merging MPP into PS mid-plan year

    By Guest Gary M, April 23, 2003
    • 9 replies
    • 2.8k views
    • 
    • kocak
    • April 24, 2003

49. Merging of two firms

    By Guest Gordy, March 30, 2004
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • April 8, 2004

50. Merging Plans on two different vesting schedules

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