Mergers and Acquisitions

408 topics in this forum

1. Terminate or Freeze Profit Sharing Plan

   By KateSmithPA, March 28, 2006
   • 0 replies
   • 2.8k views
   • 
   • KateSmithPA
   • March 28, 2006

2. Forfeiture in a Merger

   By Guest AlyssaC, March 14, 2006
   • 6 replies
   • 7k views
   • 
   • Kirk Maldonado
   • March 16, 2006

3. Merger Mechanics

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

4. Vesting Schedules

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

5. Change In Name of Trust Account After Merger

   By Guest Helga, January 20, 2006
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • February 11, 2006

6. Merging 401k Plans

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

7. Mergers and Protected Benefits

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

8. Eligibility

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

9. Asset Sale

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

10. Investment elections when one plan merged into another

    By Guest jcarlos, September 26, 2005
    • 3 replies
    • 2.8k views
    • 
    • david rigby
    • September 26, 2005

11. Assume sponsorship and terminate?

    By KateSmithPA, August 19, 2005
    • 5 replies
    • 3k views
    • 
    • mbozek
    • August 23, 2005

12. A claim to retiree medical coverage based on language in an asset/stock purchase agreement?

    By Guest HelpMeHelpYou, August 19, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 19, 2005

13. amending MPPP to a 401(k)

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

14. Protected Benefits - merging MPP & 401(K) plan

    By Guest M. Martin, April 1, 2005
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • April 1, 2005

15. Calculating Excess Parachute Payments

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

16. Stock Sale - Tax Law Qualification Issues regarding Compensation

    By Guest rocnrols2, February 24, 2005
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2005

17. Acquisition: Wholly owned subsidiary of Co. A.

    By Guest Ntutini, February 8, 2005
    • 5 replies
    • 3.3k views
    • 
    • mbozek
    • February 9, 2005

18. Post Merger - Limiting service credit to current (acquired) employees

    By Guest jcarlos, January 4, 2005
    • 10 replies
    • 5.6k views
    • 
    • GBurns
    • January 17, 2005

19. PBGC liens and Purchase Agreement representations

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

20. "Same Desk Rule" Application

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

21. Stock Sale ... No Termination of Employment and Purchaser Treated as Always Having Been Employer

    By Guest Edward McElroy, November 8, 2004
    • 5 replies
    • 2.9k views
    • 
    • david rigby
    • November 8, 2004

22. Spinoff - Same Desk Rule?

    By Guest chris4013, October 8, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 8, 2004

23. DB plan spinoff--can they be dissallowed due to funding status?

    By Guest meggie, September 14, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 14, 2004

24. Stock Sale--Plans Terminated

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

25. Joint Venture employees

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

26. 5310 A Needed

    By Guest JBeck, September 3, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 3, 2004

27. Due Diligence Checklist

    By Guest Julie, July 29, 2004
    • 0 replies
    • 3.8k views
    • 
    • Guest
    • July 29, 2004

28. 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

29. Company selling fully owned subsidiary

    By Guest Scrappy, June 11, 2004
    • 7 replies
    • 3.7k views
    • 
    • E as in ERISA
    • June 29, 2004

30. J&S carry over

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

31. Optional Forms of Benefits include "one of more of the following forms" - are they all protected?

    By Guest erisamelissa, April 20, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 20, 2004

32. Merging of two firms

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

33. Form 5310-A

    By Just Me, March 3, 2004
    • 2 replies
    • 4.6k views
    • 
    • WDIK
    • March 8, 2004

34. Vesting under acquisition

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

35. Merger - 5310-A Needed?

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

36. In a pickle!

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

37. Plan Spinoffs - Form 5310-A Filed But No Spinoff Takes Place

    By Guest rocnrols2, December 3, 2003
    • 0 replies
    • 3.5k views
    • 
    • Guest
    • December 3, 2003

38. Sale of a Division

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

39. General Question about Merger

    By jkharvey, September 24, 2003
    • 4 replies
    • 4.4k views
    • 
    • Alf
    • November 5, 2003

40. Effective Date of Spun-Off Plan

    By Guest jhinkle, September 11, 2003
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • September 11, 2003

41. COBRA and an Asset Sale

    By Guest mgottsch, August 29, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 29, 2003

42. Continued separate record keeping for merged MPPP

    By Moe Howard, August 13, 2003
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • August 13, 2003

43. Merging PS with MP

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

44. 120 Day Notice

    By Guest HarveyC, July 23, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • July 23, 2003

45. Transfer of assets with merger of benefit plans

    By Guest JD698, May 14, 2003
    • 3 replies
    • 3.3k views
    • 
    • E as in ERISA
    • May 15, 2003

46. Tertiary Liability in 4204 Transaction

    By Guest BenefitsBob, May 9, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 9, 2003

47. Stock acquisition...

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

48. Forfeitures - what to do with them?

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

49. Merging MPP into PS mid-plan year

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

50. Periodic plan merging into daily plan

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