Mergers and Acquisitions

408 topics in this forum

1. How to handle testing refunds of seller in a stock purchase.

   By HCE, March 7, 2023
   • 1 reply
   • 995 views
   • 
   • CuseFan
   • March 7, 2023

2. 401(k) transfer or termination

   By mlp0816, March 23, 2009
   • 1 reply
   • 2.6k views
   • 
   • A Shot in the Dark
   • March 23, 2009

3. Vesting Schedules

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

4. Merge a 403(b) into a 403(b)

   By Guest PBJ, March 15, 2007
   • 0 replies
   • 1.9k views
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   • Guest
   • March 15, 2007

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

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

6. Distributions in formation of a new joint venture

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

7. 204(h) notice requirements for divestiture

   By Guest JBB, November 12, 2002
   • 0 replies
   • 2.5k views
   • 
   • Guest
   • November 12, 2002

8. Terminating Standardized Profit Sharing Plan Final Contribution

   By Guest HHR, August 27, 2002
   • 0 replies
   • 2.1k views
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   • Guest
   • August 27, 2002

9. QSLOBs

   By Guest PGH.ERISA, April 15, 2008
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • April 15, 2008

10. 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

11. Termination of Controlled Group

    By sandyfish, May 28, 2015
    • 0 replies
    • 1.2k views
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    • sandyfish
    • May 28, 2015

12. HCE Calculation involving an M&A

    By Guest Hadden2001, December 6, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 6, 2001

13. Spin off and Merger

    By PFranckowiak, November 9, 2015
    • 0 replies
    • 1.2k views
    • 
    • PFranckowiak
    • November 9, 2015

14. Challenging Question - Merger - Former Key

    By Guest Holly Foster, September 1, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 1, 2012

15. COBRA Continuation (mini-COBRA and existing qualified beneficiaries)

    By youngbenefitslawyer, June 8, 2023
    • 0 replies
    • 814 views
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    • youngbenefitslawyer
    • June 8, 2023

16. 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

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

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

18. 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

19. Sale of a Division

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

20. Medical FSA During M&A

    By Bcompliance2003, June 12, 2023
    • 0 replies
    • 557 views
    • 
    • Bcompliance2003
    • June 12, 2023

21. 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

22. M&A Retirement Plan Checklist

    By CLE401kGuy, October 21, 2014
    • 0 replies
    • 2.4k views
    • 
    • CLE401kGuy
    • October 21, 2014

23. Amendment Date for Merger

    By Guest mwspaid, December 12, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 12, 2000

24. Loans

    By Nassau, June 23, 2010
    • 0 replies
    • 1.5k views
    • 
    • Nassau
    • June 23, 2010

25. Springing Anticutback issue

    By Guest SSS909, October 16, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 16, 2007

26. 5310 A Needed

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

27. nevermind EOM

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

28. Health FSAs in a Stock Deal

    By Guest Calmus, June 24, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 24, 2010

29. QSLOB

    By Rob P, March 1, 2007
    • 0 replies
    • 3.3k views
    • 
    • Rob P
    • March 1, 2007

30. Change in Ownership during an aquisition causes AFG situation - What can the one HCE/owner do outside the plan to avoid coverage issue

    By HarleyBabe, February 1, 2023
    • 0 replies
    • 671 views
    • 
    • HarleyBabe
    • February 1, 2023

31. Filing 5310s

    By Guest Benefits Person, April 25, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 25, 2008

32. 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

33. Employee Benefits issues in spin-off transactions

    By gle318612, August 16, 2011
    • 0 replies
    • 2.3k views
    • 
    • gle318612
    • August 16, 2011

34. Stock Sale - Tax Law Qualification Issues regarding Compensation

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

35. Plan Merger - Top-Paid Election

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

36. Merging 401(k) Plan (w/ merged MPP) into other 401(k) Plan

    By rocknrolls2, April 25, 2008
    • 0 replies
    • 2.7k views
    • 
    • rocknrolls2
    • April 25, 2008

37. Vesting Service Under Merged Plan

    By scrabelle, June 18, 2019
    • 0 replies
    • 976 views
    • 
    • scrabelle
    • June 18, 2019

38. Due Diligence--HIPAA PHI

    By Guest Michelle P, March 9, 2010
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • March 9, 2010

39. 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

40. Protecting Recipient of Plan to Plan Transfer

    By rocknrolls2, January 7, 2002
    • 0 replies
    • 2k views
    • 
    • rocknrolls2
    • January 7, 2002

41. Audit Fees for merged plan

    By JoeS, July 12, 2016
    • 0 replies
    • 665 views
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    • JoeS
    • July 12, 2016

42. M&A and FSA - And COBRA and Rollover Balances

    By Bcompliance2003, April 29, 2024
    • 0 replies
    • 687 views
    • 
    • Bcompliance2003
    • April 29, 2024

43. Deferred Comp and F Reorg

    By mtopalovic, March 13, 2025
    • 0 replies
    • 555 views
    • 
    • mtopalovic
    • March 13, 2025

44. GTE Alaska Phone Service Retirement Benefit gone with Company Sale.

    By Guest Marvin Hartshorn, September 29, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • September 29, 2000

45. Merger when only one company has a plan

    By 52626, October 7, 2015
    • 0 replies
    • 1k views
    • 
    • 52626
    • October 7, 2015

46. COBRA and an Asset Sale

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

47. Combined Plan with Multiple Contribution Formulas

    By Guest Ralph, June 7, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 7, 2001

48. Freezing plan of acquired company- full vesting?

    By card, November 29, 2000
    • 0 replies
    • 2.1k views
    • 
    • card
    • November 29, 2000

49. Protected Benefit Issue with Right To Do Direct Rollover of Loan Note

    By ERISA11, July 29, 2014
    • 0 replies
    • 1.5k views
    • 
    • ERISA11
    • July 29, 2014

50. Leaving PEO plan, still member of controlled group

    By DMcGovern, October 2, 2013
    • 0 replies
    • 1.6k views
    • 
    • DMcGovern
    • October 2, 2013