Mergers and Acquisitions

408 topics in this forum

1. Determining compliance of merging or spun off plan

   By rocknrolls2, November 11, 2001
   • 0 replies
   • 1.9k views
   • 
   • rocknrolls2
   • November 11, 2001

2. Loan for Terminated Plan

   By DGiii, April 28, 2015
   • 4 replies
   • 1.9k views
   • 
   • QDROphile
   • April 28, 2015

3. Merger of Multiemployer Plans

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

4. necessary provisions in merger amendments

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

5. Combined Plan with Multiple Contribution Formulas

   By Guest Ralph, June 7, 2001
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • June 7, 2001

6. Short Term Disability

   By Guest Kberly, December 9, 2010
   • 1 reply
   • 1.8k views
   • 
   • LRDG
   • December 10, 2010

7. 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

8. RMDs-Subject to Anti-Cutbacks

   By Guest Jeff Kropp, January 7, 2000
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • January 22, 2000

9. How to identify the Employer, EIN and Plan Number of a 401(k) Plan aft

   By Guest EMC, November 15, 2000
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • November 15, 2000

10. blown deadline for 12/31 MP merger

    By Guest Ben S, January 28, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 28, 2002

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

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

12. Spinoff help needed - how to handle administration and govt. reporting

    By Guest brewbren, December 1, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 1, 1999

13. Vesting Triggers in Qualified Plans

    By Guest L337pwner5, July 20, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 21, 2008

14. Benefit Plans after acquisition

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

15. Is an employer required to take advantage of Revenue Ruling 2000-27, w

    By Guest katie korman, April 17, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 17, 2001

16. Profit Sharing Spin-off

    By Guest LDH1, December 5, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 5, 2000

17. Bridging Service back to purchasing company

    By Guest paul conway, February 24, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2000

18. Vesting under acquisition

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

19. 401(k) Plan with no activity do to sale. Audit?

    By Guest erisaauditor, August 21, 2009
    • 1 reply
    • 1.7k views
    • 
    • PensionPro
    • August 21, 2009

20. 5310 A Needed

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

21. Merger - Accelerating Vesting

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

22. Partnership changing to a PSC

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

23. Stock Sale - Tax Law Qualification Issues regarding Compensation

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

24. Merger and Vesting question

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

25. Going Private

    By Guest CMC, October 15, 2002
    • 1 reply
    • 1.7k views
    • 
    • Kirk Maldonado
    • October 15, 2002

26. 401(k) merge

    By mlp0816, May 5, 2009
    • 3 replies
    • 1.7k views
    • 
    • RCK
    • May 7, 2009

27. Can a purchasing company amend the plan of acquired company it continu

    By Guest Thornton, June 5, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 5, 2001

28. 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

29. Funding Profit Sharing contribution for old plan

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

30. Eligibility on Merged plans

    By Nate X, August 30, 2001
    • 0 replies
    • 1.7k views
    • 
    • Nate X
    • August 30, 2001

31. Distributions in formation of a new joint venture

    By Guest LDH1, October 24, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 24, 2000

32. Merging Plans without a controlled group

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

33. COBRA and an Asset Sale

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

34. plan termination in a Control Group situation

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

35. Pre-acquisition Service

    By BTG, January 10, 2018
    • 2 replies
    • 1.7k views
    • 
    • Eric Taylor
    • February 12, 2018

36. 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

37. Protection of Plan Receiving Assets from Other Plan in Merger or Spin-

    By rocknrolls2, November 12, 2001
    • 0 replies
    • 1.7k views
    • 
    • rocknrolls2
    • November 12, 2001

38. 401(k) Loan

    By mlp0816, November 19, 2010
    • 2 replies
    • 1.7k views
    • 
    • mlp0816
    • November 19, 2010

39. Asset sale within a current plan

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

40. Acquisition in Affiliated Service Group Context

    By Guest Darrell, August 21, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 21, 2001

41. Providing Credit for Service for Selective Purposes

    By 401 Chaos, September 7, 2012
    • 4 replies
    • 1.6k views
    • 
    • 401 Chaos
    • September 12, 2012

42. Effect of Plan Merger on Beneficiary Designations

    By Tot, August 8, 2018
    • 4 replies
    • 1.6k views
    • 
    • Luke Bailey
    • August 9, 2018

43. Health FSAs in a Stock Deal

    By Guest Calmus, June 24, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 24, 2010

44. Mexican citizens benefits

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

45. Merging PS with MP

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

46. 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

47. 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

48. Vesting issues when company B buys part of company A.

    By Guest michaelv, May 9, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 9, 2001

49. 120 Day Notice

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

50. Spinoff - Same Desk Rule?

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