Mergers and Acquisitions

408 topics in this forum

1. Less competition in insurance industry

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

2. Amendment Date for Merger

   By Guest mwspaid, December 12, 2000
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • December 12, 2000

3. Keogh to MEP

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

4. different entry dates

   By Guest Wineman, July 8, 1999
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • July 13, 1999

5. vesting after termination

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

6. Sole Proprietor Sponsors/Adopts Corporate Plan

   By Guest johncpa, October 27, 2014   

   • Sponosrs
   • liquidation
   • (and 2 more)

     Tagged with:

     • Sponosrs
     • liquidation
     • mergers
     • adoptions
   • 6 replies
   • 2k views
   • 
   • QDROphile
   • October 29, 2014

7. Dealing with Entry Dates when Crediting Prior Service

   By 401 Chaos, December 2, 2016
   • 3 replies
   • 2k views
   • 
   • Mike Preston
   • December 2, 2016

8. 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

9. HCE Calculation involving an M&A

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

10. "Same Desk Rule" Application

    By Guest blackacre, December 7, 2004
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 7, 2004

11. Special rules governing Pension plans when a company is being purchase

    By Guest MAK, September 29, 1999
    • 2 replies
    • 2k views
    • 
    • Dave Baker
    • October 12, 1999

12. Same desk rule, change of employer, and eligibilty to particpate in 40

    By Guest danmar, July 19, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 19, 1999

13. Timeline

    By Guest APD, May 7, 2009
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 14, 2009

14. Protecting Recipient of Plan to Plan Transfer

    By rocknrolls2, January 7, 2002
    • 0 replies
    • 2k views
    • 
    • rocknrolls2
    • January 7, 2002

15. General Considerations

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

16. parent/subsidary corporations under 424(e) & 424(f)

    By Guest rim, July 13, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • July 13, 1999

17. Merging Medical Practices

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

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

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

19. Liability for Prior Plan Sponsor's Errors

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

20. Sale of assets.

    By Guest, March 7, 2000
    • 1 reply
    • 2k views
    • 
    • KJohnson
    • March 7, 2000

21. Asset Sale

    By Guest moltengater, December 16, 2005
    • 1 reply
    • 2k views
    • 
    • Randy Watson
    • December 21, 2005

22. Severance From Employment?

    By BTG, January 25, 2020
    • 2 replies
    • 2k views
    • 
    • Luke Bailey
    • January 28, 2020

23. Increased funding for profit sharing plan

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

24. New Profit Sharing Plan

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

25. Participant Notification Requirements

    By Guest pension222, April 30, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • April 30, 2001

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. k/m tests when PYE are different

    By Guest RGlaser, July 16, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • July 16, 1999

28. References & Checklists

    By Guest J. Smith, May 20, 2000
    • 2 replies
    • 1.9k views
    • 
    • KIP KRAUS
    • May 26, 2000

29. Stock Sale--Plans Terminated

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

30. Section 404 limits when employers with different plan years merge

    By KJohnson, July 16, 1999
    • 0 replies
    • 1.9k views
    • 
    • KJohnson
    • July 16, 1999

31. 410(b)(6) Transition Rule question

    By RatherBeGolfing, December 28, 2018
    • 2 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • December 28, 2018

32. Partial Plan Termination #'s to use

    By Guest Yvonne Bonitatibus, May 22, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 22, 2001

33. Mergers/Acquisitions - Tax Withholdings

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

34. Controlled Group

    By Guest allana, September 24, 2009
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 28, 2009

35. In a pickle!

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

36. Restating a MPPP into a PSP

    By Moe Howard, December 18, 2002
    • 5 replies
    • 1.9k views
    • 
    • mbozek
    • December 30, 2002

37. Qualified Plan distributions for former employees receiving severance

    By Alonzo, April 27, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • April 27, 2000

38. 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

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

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

40. 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

41. MERGE MP INTO PS

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

42. 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

43. Affiliated Service Group?

    By HCWilliams, October 21, 2009
    • 1 reply
    • 1.9k views
    • 
    • K2retire
    • October 23, 2009

44. Top Heavy issues after merger

    By Richard Anderson, May 22, 2000
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • May 22, 2000

45. PBGC liens and Purchase Agreement representations

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

46. LLC to Sole Proprietorship

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

47. Plan design - Controlled groups

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

48. Termination of Part of a Plan

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

49. Merging 401k plans with no acquisition or sale

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

50. When must acquired employees enter plan after merger?

    By Richard Anderson, June 12, 2000
    • 0 replies
    • 1.9k views
    • 
    • Richard Anderson
    • June 12, 2000