Mergers and Acquisitions

408 topics in this forum

1. Post Merger - Limiting service credit to current (acquired) employees

   By Guest jcarlos, January 4, 2005
   • 10 replies
   • 5.6k views
   • 
   • GBurns
   • January 17, 2005

2. Post-Acquisition Benefits

   By Guest Kurt, May 5, 1999
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • May 5, 1999

3. Pre-acquisition Service

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

4. Private Sector Employees become Public Employees

   By Guest redoakwood, January 8, 2003
   • 2 replies
   • 1.6k views
   • 
   • IRC401
   • January 16, 2003

5. Profit Sharing Spin-off

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

6. Protected Benefit - In-service provision

   By Guest M. Martin, December 17, 2012
   • 5 replies
   • 3.2k views
   • 
   • Kevin C
   • December 18, 2012

7. 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

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

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

9. Protecting Recipient of Plan to Plan Transfer

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

10. Protection of optional forms of benefits; rights and features

    By Mel_1999, October 3, 2018
    • 2 replies
    • 1.3k views
    • 
    • Luke Bailey
    • October 4, 2018

11. 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

12. Providing Credit for Service for Selective Purposes

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

13. QSLOB

    By Rob P, March 1, 2007
    • 0 replies
    • 3.2k views
    • 
    • Rob P
    • March 1, 2007

14. QSLOB determination

    By Guest ktyler, August 17, 2006
    • 3 replies
    • 7.1k views
    • 
    • JanetM
    • August 17, 2006

15. QSLOBs

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

16. Qualified Plan distributions for former employees receiving severance

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

17. References & Checklists

    By Guest J. Smith, May 20, 2000
    • 2 replies
    • 1.9k views
    • 
    • KIP KRAUS
    • May 26, 2000

18. Related Employer Question

    By khn, January 11, 2021
    • 1 reply
    • 1.2k views
    • 
    • EBECatty
    • January 12, 2021

19. Related Employers - Past Transition period - Different Plan Years

    By 401kology, February 11   

    • coverage; nondiscrimination
    • 0 replies
    • 650 views
    • 
    • 401kology
    • February 11

20. Repeal of Same Desk Rule

    By Guest DMK, October 31, 2001
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • November 12, 2001

21. Restating a MPPP into a PSP

    By Moe Howard, December 18, 2002
    • 5 replies
    • 1.9k views
    • 
    • mbozek
    • December 30, 2002

22. Retro Plan Amd for acquired employee eligibility

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

23. RMDs-Subject to Anti-Cutbacks

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

24. Safe Harbor Plans

    By Guest Golden Girl, February 1, 2013
    • 3 replies
    • 3.7k views
    • 
    • Guest
    • February 1, 2013

25. Sale of a Division

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

26. Sale of assets.

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

27. Sale of Subsidiary - Transitioning health coverage

    By Guest FAQ, January 23, 2008
    • 2 replies
    • 4.3k views
    • 
    • Guest
    • February 2, 2008

28. Same desk rule, change of employer, and eligibilty to particpate in 40

    By Guest danmar, July 19, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 19, 1999

29. sbjpa amendment for merged plan?

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

30. Section 404 limits when employers with different plan years merge

    By KJohnson, July 16, 1999
    • 0 replies
    • 1.9k views
    • 
    • KJohnson
    • July 16, 1999

31. Section 404(a)(5) Deduction

    By Guest Buzzman, October 14, 2008
    • 1 reply
    • 3.1k views
    • 
    • bdeancpa
    • July 30, 2015

32. Self-Insured Group Health Plan in Asset Deal

    By Guest friedbrain, July 26, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • July 31, 1999

33. Severance From Employment?

    By BTG, January 25, 2020
    • 2 replies
    • 2k views
    • 
    • Luke Bailey
    • January 28, 2020

34. SH Plan and Asset Sale - how to structure

    By cheersmate, June 5, 2015   

    • Asset Sale
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • Asset Sale
      • Safe Harbor
      • Asset Purchase
    • 3 replies
    • 2.2k views
    • 
    • cheersmate
    • December 22, 2015

35. SH plan merging into non-SH plan mid-year

    By Belgarath, June 26, 2017
    • 6 replies
    • 3.7k views
    • 
    • Belgarath
    • June 27, 2017

36. Short Plan Year?

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

37. Short Term Disability

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

38. Should Surviving Plan in Plan Merger Defer Date of Asset Merger until

    By rocknrolls2, September 27, 2000
    • 6 replies
    • 2.9k views
    • 
    • IRC401
    • May 5, 2001

39. Sole Proprietor Sponsors/Adopts Corporate Plan

    By Guest johncpa, October 27, 2014   

    • Sponosrs
    • liquidation
    • (and 2 more)

      Tagged with:

      • Sponosrs
      • liquidation
      • mergers
      • adoptions
    • 6 replies
    • 2k views
    • 
    • QDROphile
    • October 29, 2014

40. Special rules governing Pension plans when a company is being purchase

    By Guest MAK, September 29, 1999
    • 2 replies
    • 2k views
    • 
    • Dave Baker
    • October 12, 1999

41. Spin Off

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

42. Spin off - Unrelated Company

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

43. Spin off and Merger

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

44. Spin-off or sale of subsidiary

    By Guest JMN, October 7, 2011
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • October 9, 2011

45. Spin-Off Plan Question

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

46. spinoff

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

47. Spinoff - Same Desk Rule?

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

48. 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

49. Spinoff of Profit Sharing Plan - Limited to Vested Balances

    By rocknrolls2, April 21, 2009
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • April 21, 2009

50. splitting pre-tax and Roth in a merger

    By gregburst, April 24, 2020
    • 2 replies
    • 1.5k views
    • 
    • Luke Bailey
    • April 28, 2020