Mergers and Acquisitions

408 topics in this forum

1. Forced Company Sale

   By Below Ground, October 10, 2011
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • August 28, 2012

2. Retro Plan Amd for acquired employee eligibility

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

3. ASG adn hire dates

   By Earl, May 13, 2000
   • 0 replies
   • 1.6k views
   • 
   • Earl
   • May 13, 2000

4. Leaving PEO plan, still member of controlled group

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

5. Continued separate record keeping for merged MPPP

   By Moe Howard, August 13, 2003
   • 2 replies
   • 1.6k views
   • 
   • KJohnson
   • August 13, 2003

6. Control Group has three plans and wants to consolidate 2 of them

   By cpc0506, August 25, 2014
   • 2 replies
   • 1.6k views
   • 
   • cpc0506
   • August 26, 2014

7. Private Sector Employees become Public Employees

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

8. Merger of plan with no assets or participants

   By Guest Bud, August 17, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • August 17, 2001

9. Periodic plan merging into daily plan

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

10. splitting pre-tax and Roth in a merger

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

11. Sponsoring ER Sold - Adopting ER no longer part of control group

    By Spodie, August 10, 2016   

    • Spin-off
    • Plan termination
    • (and 1 more)

      Tagged with:

      • Spin-off
      • Plan termination
      • Acquisition
    • 2 replies
    • 1.5k views
    • 
    • Spodie
    • August 11, 2016

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

    By Guest Chris May, December 20, 2002
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 23, 2002

13. Definition of Compensation

    By britoski, January 18, 2012
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • January 18, 2012

14. Springing Anticutback issue

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

15. 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

16. Basic ESOP Question

    By Guest Tauriffic, January 13, 2009
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • January 26, 2009

17. Filing 5310s

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

18. Board Resolution for Merger

    By khn, January 21, 2016
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • January 21, 2016

19. 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

20. 72(t) age 55 exception

    By gle318612, June 19, 2015   

    • 72(t) age 55 exception
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • June 19, 2015

21. J&S carry over

    By Guest Tiredoferisa, May 15, 2004
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • May 17, 2004

22. Loans

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

23. DB plan spinoff--can they be dissallowed due to funding status?

    By Guest meggie, September 14, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 14, 2004

24. 401(k) Plan as a Party to Sale Agreement?

    By kmhaab, March 23, 2022
    • 4 replies
    • 1.5k views
    • 
    • EBECatty
    • April 5, 2022

25. Company B not part of merger between A & C

    By Cathy from Chicago, September 22, 2008
    • 2 replies
    • 1.5k views
    • 
    • Cathy from Chicago
    • September 22, 2008

26. Merging a MEP into a Single ER Plan

    By Crocker, March 14, 2019
    • 3 replies
    • 1.5k views
    • 
    • justanotheradmin
    • March 15, 2019

27. 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

28. Dentists purchases another business

    By cpc0506, February 28, 2013
    • 2 replies
    • 1.4k views
    • 
    • cpc0506
    • March 1, 2013

29. Asset Purchase with New Safe Harbor

    By perkinsran, April 3, 2015
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • April 3, 2015

30. M&A-Asset Sale-Use of Seller's 401k Plan Deferral Elections??

    By ERISAGal, May 23, 2022
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 24, 2022

31. 401k Plan Termination Date in Acquisition

    By kmhaab, July 17, 2017
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • July 17, 2017

32. Acquisiton and ADP Test

    By Guest cxs, March 9, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • March 9, 2012

33. 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

34. Bankruptcy/Successor Plan?

    By Guest AndyL, August 31, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 31, 2009

35. National Plan after Merger

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

36. Tertiary Liability in 4204 Transaction

    By Guest BenefitsBob, May 9, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 9, 2003

37. Merger of two health plans

    By Guest JD698, September 10, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 10, 2007

38. Spin off - Unrelated Company

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

39. 280G Modeler

    By elmobob14, November 18, 2013
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • November 18, 2013

40. Affiliated Service group?

    By Guest Whatup, October 25, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 25, 2010

41. Merge 401(k) trusts later than designated plan merger date?

    By kmhaab, November 16, 2022
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • November 18, 2022

42. Successor Plan Sources

    By Vlad401k, February 7, 2017
    • 3 replies
    • 1.4k views
    • 
    • Vlad401k
    • February 17, 2017

43. Freezing a DC Plan Following Stock Purchase

    By Towanda, December 22, 2021
    • 2 replies
    • 1.4k views
    • 
    • Luke Bailey
    • December 22, 2021

44. Merger and Top Heavy

    By roundlou, May 2, 2018
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • May 23, 2018

45. spinoff

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

46. New LLC, Sole Prop to Dissolve

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

47. 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

48. nevermind EOM

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

49. 403b dual plans and IRA rollovers

    By Guest JEK, June 16, 2014
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 16, 2014

50. A buys "No-plan" B in asset sale. A has 401(k) plan

    By Florida1, June 30, 2016   

    • mergers and acquisitions
    • 401(k) Plans
    • (and 2 more)

      Tagged with:

      • mergers and acquisitions
      • 401(k) Plans
      • Plan Document Amendments
      • eligibility
    • 4 replies
    • 1.3k views
    • 
    • Florida1
    • July 1, 2016