Mergers and Acquisitions

408 topics in this forum

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

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

2. Merger and Missed Deferral Opportunity

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

3. Less competition in insurance industry

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

4. Control group acquiring another company with no plan

   By pixmax, November 5, 2014
   • 1 reply
   • 1.1k views
   • 
   • QDROphile
   • November 5, 2014

5. 280G Modeler

   By elmobob14, November 18, 2013
   • 1 reply
   • 1.4k views
   • 
   • jpod
   • November 18, 2013

6. Retro Plan Amd for acquired employee eligibility

   By Guest A125, October 22, 2010
   • 1 reply
   • 1.6k views
   • 
   • rcline46
   • October 22, 2010

7. 72(t) age 55 exception

   By gle318612, June 19, 2015   

   • 72(t) age 55 exception
   • 1 reply
   • 1.5k views
   • 
   • Bird
   • June 19, 2015

8. Definition of Compensation

   By britoski, January 18, 2012
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • January 18, 2012

9. Form 5310

   By JustnERPA, August 23, 2019
   • 1 reply
   • 916 views
   • 
   • Luke Bailey
   • August 26, 2019

10. Funding Profit Sharing contribution for old plan

    By Rai401k, August 23, 2013
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • August 23, 2013

11. MEWA created as a result of transaction

    By britoski, August 21, 2015
    • 1 reply
    • 2.3k views
    • 
    • Chaz
    • August 21, 2015

12. LLC to Sole Proprietorship

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

13. Asset sale within a current plan

    By cpc0506, December 9, 2019
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • December 9, 2019

14. Merge acquired employees into 403(b)

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

15. Is PPA Restatement Required for Merged Plan

    By JRN, August 26, 2015
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • August 26, 2015

16. Controlled Group

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

17. 401(k) Loans

    By Guest Sadie4, November 6, 2002
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • November 7, 2002

18. plan merger versus plan consolidation

    By Guest ERISAQuestioner, July 2, 2009
    • 1 reply
    • 2.1k views
    • 
    • jpod
    • July 2, 2009

19. 401(k) Plan Merger with Safe Harbor 401(k) Plan

    By Guest 401Retire, March 12, 2014
    • 1 reply
    • 3k views
    • 
    • MWeddell
    • March 14, 2014

20. Withdrawal Liability Following Corporate Merger

    By Guest Edward McElroy, February 17, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 25, 1999

21. 280G Issues

    By HCE, August 1
    • 1 reply
    • 254 views
    • 
    • EBECatty
    • August 1

22. employer becomes controlled group member-does sungard language require contribution?

    By Floridaattorney, August 30, 2013
    • 1 reply
    • 2.4k views
    • 
    • PensionPro
    • August 30, 2013

23. termination/merger of 401(k)

    By Guest cngriffin, June 30, 1999
    • 1 reply
    • 2.4k views
    • 
    • KJohnson
    • July 2, 1999

24. Affiliated Service Group?

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

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

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

26. Spin Off

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

27. sbjpa amendment for merged plan?

    By Guest ksumner, August 18, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 19, 1999

28. Spin-Off Plan Question

    By Guest R. Cheryl, September 5, 2001
    • 1 reply
    • 2.8k views
    • 
    • IRC401
    • September 12, 2001

29. hospital buys doctors office

    By Guest michaelviola, September 28, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • June 5, 2002

30. High Cost of Health vs 401(k) Participation

    By Guest Randy Rod, October 26, 1999
    • 1 reply
    • 1.8k views
    • 
    • Dave Baker
    • October 27, 1999

31. spinoff

    By 52626, March 16, 2015
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • March 17, 2015

32. Spin off - Unrelated Company

    By 52626, July 13, 2015
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • July 13, 2015

33. Merging Medical Practices

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

34. Life Insurance

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

35. How long is the grace period of an acquired company to comply with 410

    By Guest Joe Vasko, February 24, 2000
    • 1 reply
    • 2.9k views
    • 
    • M R Bernardin
    • February 24, 2000

36. Sale of assets.

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

37. Timeline

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

38. Short Plan Year?

    By Guest Golden K, September 2, 2009
    • 1 reply
    • 2.6k views
    • 
    • movedon
    • September 2, 2009

39. How Key EE determined, 70 ee's

    By Cathy from Chicago, March 28, 2011
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • March 28, 2011

40. Qualified Plan distributions for former employees receiving severance

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

41. 280G

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

42. Acquisition of an ESOP company

    By Guest Spock, July 9, 2009
    • 1 reply
    • 2.3k views
    • 
    • A Shot in the Dark
    • July 9, 2009

43. Top Heavy issues after merger

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

44. Acquisiton and ADP Test

    By Guest cxs, March 9, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • March 9, 2012

45. Benefit Plans after acquisition

    By Guest Kadsmd, November 8, 2011
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • November 9, 2011

46. 280G (Gaolden Parachute) Calculation

    By Guest Ronald A. Kladder, January 14, 2002
    • 1 reply
    • 4.1k views
    • 
    • Guest
    • January 14, 2002

47. Loss of controlled group status/spin-off timing

    By Dawn Hafner, June 14, 2000
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • May 22, 2001

48. Merger of Multiemployer Plans

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

49. Merging profit sharing plan into a separate 401(k) plan

    By HarleyBabe, September 30, 2009
    • 1 reply
    • 2.7k views
    • 
    • Bird
    • September 30, 2009

50. Asset Sale

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