Mergers and Acquisitions

408 topics in this forum

1. Merging Plans without a controlled group

   By formeractuary, August 14
   • 3 replies
   • 1.7k views
   • 
   • CuseFan
   • August 18

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

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

3. Merging PS with MP

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

4. Merging SH Plan with Non SH Plan

   By TPA Bob, February 20, 2018   

   • merger
   • safe harbor plan
   • 4 replies
   • 3.8k views
   • 
   • TPA Bob
   • February 23, 2018

5. Merging two 401(k) plans

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

6. Merging two safe harbor plans

   By Guest Rider, February 15, 2011
   • 3 replies
   • 2.2k views
   • 
   • Guest
   • July 16, 2012

7. Merging VS Plan into a MEP mid-year

   By jgoodwin, August 13, 2018   

   • merge
   • mep
   • (and 1 more)

     Tagged with:

     • merge
     • mep
     • single plan sponsor
   • 6 replies
   • 2.8k views
   • 
   • Mike Preston
   • August 14, 2018

8. MEWA created as a result of transaction

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

9. Mexican citizens benefits

   By Guest Sara Rader, April 7, 2000
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • April 7, 2000

10. mid-year merger of 401(k) plans-comp?

    By EGB, September 23, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 19, 1999

11. Multiple Employer Plan - Spin-off and Terminate, or Transfer Assets?

    By kmhaab, July 3, 2019
    • 8 replies
    • 5.1k views
    • 
    • Zach Del
    • August 14, 2023

12. National Plan after Merger

    By Guest aswolff, October 8, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 8, 2007

13. necessary provisions in merger amendments

    By Guest STP20004, February 1, 2008
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • February 1, 2008

14. Needed Changes in Benefits Law or regulations covering Mergers and Acq

    By BeckyMiller, March 14, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 27, 2000

15. nevermind EOM

    By Spencer, June 24, 2010
    • 0 replies
    • 1.3k views
    • 
    • Spencer
    • June 24, 2010

16. New Co. wants to buy-out old pension but not to agreeded rules. What c

    By Guest GREGG, March 17, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 17, 1999

17. New LLC, Sole Prop to Dissolve

    By Guest MS TPA, January 14, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2011

18. New Profit Sharing Plan

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

19. Non-discrimination Test with controlled groups

    By Guest Jamie Hayes, April 1, 2008
    • 2 replies
    • 2.5k views
    • 
    • J Simmons
    • April 2, 2008

20. Non-QJSA Target Plan Provides for Spousal Consent. Can it be eliminated?

    By rocknrolls2, June 3, 2015
    • 0 replies
    • 840 views
    • 
    • rocknrolls2
    • June 3, 2015

21. Non-Safe Harbor 401k to Merge with Safe Harbor 401k

    By Guest Solbesado, October 7, 2011
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 7, 2011

22. O.K. to continue 401(k) of seller after asset sale? Any issues to con

    By John A, December 28, 1999
    • 6 replies
    • 3k views
    • 
    • Guest
    • December 29, 1999

23. One Company that wants to merge two 401(k) plans

    By Dougsbpc, September 16, 2021
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • October 7, 2021

24. Ongoing Vesting in Stock Sale

    By Gilmore, February 25
    • 2 replies
    • 533 views
    • 
    • Gilmore
    • February 26

25. Opps - acquiring co. forgot to amend the plan

    By Guest Iwonder, October 30, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 31, 2008

26. 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

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

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

28. Partial Acquisition of Company - Merge?

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

29. Partial Plan Termination #'s to use

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

30. Partial Plan Termination?

    By Guest Anne D, July 9, 1999
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • July 9, 1999

31. Participant Notification Requirements

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

32. Participating Employer Sold

    By coleboy, September 18, 2015
    • 3 replies
    • 2.8k views
    • 
    • coleboy
    • September 22, 2015

33. Partnership changing to a PSC

    By Spencer, July 28, 2011
    • 3 replies
    • 1.7k views
    • 
    • Spencer
    • July 29, 2011

34. PBGC liens and Purchase Agreement representations

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

35. Periodic plan merging into daily plan

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

36. Physician Splits into Two Groups, 401(k) Plan

    By TPA Bob, November 1, 2017   

    • spin off
    • 5 replies
    • 1.4k views
    • 
    • TPA Bob
    • November 3, 2017

37. Plan Acquisition Question

    By heygents, June 24, 2013
    • 8 replies
    • 3.8k views
    • 
    • Guest
    • October 7, 2013

38. Plan design - Controlled groups

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

39. Plan Issues in an Asset Purchase

    By Laura Harrington, July 10, 2009
    • 3 replies
    • 2.3k views
    • 
    • Kevin C
    • July 13, 2009

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

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

41. Plan Merger - Never fully carried out

    By msmith, July 17, 2013
    • 2 replies
    • 2.4k views
    • 
    • msmith
    • July 17, 2013

42. Plan Merger - Top-Paid Election

    By rocknrolls2, January 22, 2016
    • 0 replies
    • 1.2k views
    • 
    • rocknrolls2
    • January 22, 2016

43. Plan Merger Following Acquisition and Service Credit

    By ERISA Biker, May 19, 2017
    • 4 replies
    • 2.9k views
    • 
    • Brian4
    • May 24, 2017

44. Plan merger into safe harbor

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

45. plan merger versus plan consolidation

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

46. 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

47. plan sponsor is purchased, how to treat participating employer

    By WCC, July 11, 2013
    • 5 replies
    • 3.1k views
    • 
    • QDROphile
    • July 12, 2013

48. Plan termination before acquisition (stock sale). Administrative responsibility "enforcement."

    By 401QUE, April 30, 2014   

    • acquisition
    • stock sale
    • (and 4 more)

      Tagged with:

      • acquisition
      • stock sale
      • liability
      • plan termination
      • final 5500
      • final testing
    • 8 replies
    • 4k views
    • 
    • Lou S.
    • May 1, 2014

49. plan termination in a Control Group situation

    By cpc0506, May 19, 2014
    • 4 replies
    • 1.7k views
    • 
    • cpc0506
    • May 19, 2014

50. Plan termination wind-up activities post stock merger

    By kmhaab, September 20, 2019
    • 7 replies
    • 2.5k views
    • 
    • Luke Bailey
    • September 24, 2019