Mergers and Acquisitions

410 topics in this forum

1. Merging MPP into PS mid-plan year

   By Guest Gary M, April 23, 2003
   • 9 replies
   • 3.2k views
   • 
   • kocak
   • April 24, 2003

2. Periodic plan merging into daily plan

   By katieinny, April 17, 2003
   • 2 replies
   • 2.1k views
   • 
   • katieinny
   • April 18, 2003

3. Due Diligence Checklist

   By Guest Thornton, March 27, 2003
   • 0 replies
   • 2.7k views
   • 
   • Guest
   • March 27, 2003

4. Private Sector Employees become Public Employees

   By Guest redoakwood, January 8, 2003
   • 2 replies
   • 1.8k views
   • 
   • IRC401
   • January 16, 2003

5. Asset Sale

   By Guest Lex, January 2, 2003
   • 6 replies
   • 5k views
   • 
   • E as in ERISA
   • January 3, 2003

6. Restating a MPPP into a PSP

   By Moe Howard, December 18, 2002
   • 5 replies
   • 2.2k views
   • 
   • mbozek
   • December 30, 2002

7. Merging a MP into a PSP for 2003, 204(h) & Gust

   By Guest Chris May, December 20, 2002
   • 3 replies
   • 1.9k views
   • 
   • Mike Preston
   • December 23, 2002

8. Two 401(k) Merger Questions

   By Guest kjk, November 15, 2002
   • 8 replies
   • 5.9k views
   • 
   • Guest
   • November 22, 2002

9. 204(h) notice requirements for divestiture

   By Guest JBB, November 12, 2002
   • 0 replies
   • 2.8k views
   • 
   • Guest
   • November 12, 2002

10. 401(k) Loans

    By Guest Sadie4, November 6, 2002
    • 1 reply
    • 2.7k views
    • 
    • mbozek
    • November 7, 2002

11. Going Private

    By Guest CMC, October 15, 2002
    • 1 reply
    • 2k views
    • 
    • Kirk Maldonado
    • October 15, 2002

12. Merger - Accelerating Vesting

    By Guest KGriffith, October 7, 2002
    • 1 reply
    • 2k views
    • 
    • mbozek
    • October 14, 2002

13. Terminating Standardized Profit Sharing Plan Final Contribution

    By Guest HHR, August 27, 2002
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • August 27, 2002

14. Plan design - Controlled groups

    By Guest nbs, August 8, 2002
    • 1 reply
    • 2.2k views
    • 
    • jaemmons
    • August 21, 2002

15. merged money purchase and profit sharing

    By Guest kdp, June 28, 2002
    • 3 replies
    • 2.5k views
    • 
    • KJohnson
    • June 28, 2002

16. Statutory Merger

    By Guest nbs, June 26, 2002
    • 4 replies
    • 4.2k views
    • 
    • KJohnson
    • June 26, 2002

17. Less competition in insurance industry

    By Guest Nienke, June 14, 2002
    • 1 reply
    • 2.4k views
    • 
    • mroberts
    • June 17, 2002

18. hospital buys doctors office

    By Guest michaelviola, September 28, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • June 5, 2002

19. Mergers & Acquisitions

    By Guest lschaab, May 1, 2002
    • 3 replies
    • 2.6k views
    • 
    • mbozek
    • May 1, 2002

20. vesting after termination

    By Guest Elizabeth Gaskins, January 31, 2002
    • 2 replies
    • 2.3k views
    • 
    • david rigby
    • February 1, 2002

21. blown deadline for 12/31 MP merger

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

22. Audit of plan with merger

    By Guest Christie Banks, January 20, 2002
    • 1 reply
    • 2.6k views
    • 
    • JanetM
    • January 21, 2002

23. How Do You Protect the Recipient Plan in a Plan to Plan Transfer?

    By rocknrolls2, January 7, 2002
    • 6 replies
    • 3.9k views
    • 
    • mbozek
    • January 16, 2002

24. 280G (Gaolden Parachute) Calculation

    By Guest Ronald A. Kladder, January 14, 2002
    • 1 reply
    • 4.4k views
    • 
    • Guest
    • January 14, 2002

25. Protecting Recipient of Plan to Plan Transfer

    By rocknrolls2, January 7, 2002
    • 0 replies
    • 2.3k views
    • 
    • rocknrolls2
    • January 7, 2002

26. Is it an Asset Sale or a Stock Sale for Title IV Purposes - You Make t

    By Guest ERISAGuy, December 13, 2001
    • 6 replies
    • 3.2k views
    • 
    • Kirk Maldonado
    • December 19, 2001

27. HCE Calculation involving an M&A

    By Guest Hadden2001, December 6, 2001
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 6, 2001

28. Merger and Acquisitions-employee 401k aspects

    By Guest markh1, November 30, 2001
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • November 30, 2001

29. Acquired companies and ADP/ACP testing (esp. HCE determination)

    By Guest CMC9, November 15, 2001
    • 1 reply
    • 3.3k views
    • 
    • MWeddell
    • November 16, 2001

30. Merger of Plans - Merger of Vesting Schedules?

    By rocknrolls2, March 14, 2000
    • 8 replies
    • 7.2k views
    • 
    • rocknrolls2
    • November 13, 2001

31. Repeal of Same Desk Rule

    By Guest DMK, October 31, 2001
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • November 12, 2001

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

    By rocknrolls2, November 12, 2001
    • 0 replies
    • 1.9k views
    • 
    • rocknrolls2
    • November 12, 2001

33. Determining compliance of merging or spun off plan

    By rocknrolls2, November 11, 2001
    • 0 replies
    • 2.3k views
    • 
    • rocknrolls2
    • November 11, 2001

34. What happens when a plan that is not amended for GUST is merged into a

    By Guest slt, August 30, 2001
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • November 5, 2001

35. M&A - Defensive Tactics?

    By Guest blackacre, October 18, 2001
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • October 18, 2001

36. Increased funding for profit sharing plan

    By Guest ama, September 17, 2001
    • 1 reply
    • 2.2k views
    • 
    • RCK
    • September 26, 2001

37. Spin-Off Plan Question

    By Guest R. Cheryl, September 5, 2001
    • 1 reply
    • 3k views
    • 
    • IRC401
    • September 12, 2001

38. Eligibility on Merged plans

    By Nate X, August 30, 2001
    • 0 replies
    • 2k views
    • 
    • Nate X
    • August 30, 2001

39. Acquisition in Affiliated Service Group Context

    By Guest Darrell, August 21, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • August 21, 2001

40. Merger of plan with no assets or participants

    By Guest Bud, August 17, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 17, 2001

41. Eligibility for employees transferred to company due to asset purchase

    By Guest Sara H, June 15, 2001
    • 5 replies
    • 2.6k views
    • 
    • Medusa
    • June 15, 2001

42. Combined Plan with Multiple Contribution Formulas

    By Guest Ralph, June 7, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • June 7, 2001

43. Testing In Plan Merger

    By Guest SSCARO, June 5, 2001
    • 1 reply
    • 2.5k views
    • 
    • MWeddell
    • June 6, 2001

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

    By Guest Thornton, June 5, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 5, 2001

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

    By Dawn Hafner, June 14, 2000
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • May 22, 2001

46. Partial Plan Termination #'s to use

    By Guest Yvonne Bonitatibus, May 22, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • May 22, 2001

47. 100% Vesting in Plan Merger for Terminated Employees

    By Guest KB, May 18, 2001
    • 2 replies
    • 2.8k views
    • 
    • david rigby
    • May 21, 2001

48. Who does one call in the event of a merger?

    By Guest Jerry O'Leary, May 14, 2001
    • 1 reply
    • 2.1k views
    • 
    • Lorraine Dorsa
    • May 14, 2001

49. Merging 401(k) plans with different limitation years.

    By traveler, May 4, 2001
    • 3 replies
    • 3.3k views
    • 
    • Wessex
    • May 9, 2001

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

    By Guest michaelv, May 9, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 9, 2001