Mergers and Acquisitions

408 topics in this forum

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

   By Guest katie korman, April 17, 2001
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   • Guest
   • April 17, 2001

2. Amendment Date for Merger

   By Guest mwspaid, December 12, 2000
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   • Guest
   • December 12, 2000

3. Profit Sharing Spin-off

   By Guest LDH1, December 5, 2000
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   • Guest
   • December 5, 2000

4. Freezing plan of acquired company- full vesting?

   By card, November 29, 2000
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   • card
   • November 29, 2000

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

   By Guest EMC, November 15, 2000
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   • Guest
   • November 15, 2000

6. Distributions in formation of a new joint venture

   By Guest LDH1, October 24, 2000
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   • Guest
   • October 24, 2000

7. Is New employer obligated to offer COBRA to new employees in Merger/Ac

   By Guest Scott Fielding, July 17, 2000
   • 3 replies
   • 2.1k views
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   • david rigby
   • September 30, 2000

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

   By Guest Marvin Hartshorn, September 29, 2000
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   • Guest
   • September 29, 2000

9. Under the SIMPLE IRA Plan merger exception, can the employees of the S

   By Guest LBBarr, September 13, 2000
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   • Guest
   • September 13, 2000

10. They sold me to another company and do not want to start pension payme

    By Guest hbg, September 8, 2000
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    • david rigby
    • September 11, 2000

11. Can the target corporation in a stock sale transaction transfer sponso

    By Guest Davis McDonald, September 6, 2000
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    • pjkoehler
    • September 7, 2000

12. Liability for Prior Plan Sponsor's Errors

    By Christine Roberts, August 16, 2000
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    • pjkoehler
    • August 16, 2000

13. Merger of Multiemployer Plans

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

14. Merged plans and top heavy rules

    By Richard Anderson, June 12, 2000
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    • Richard Anderson
    • June 12, 2000

15. When must acquired employees enter plan after merger?

    By Richard Anderson, June 12, 2000
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    • Richard Anderson
    • June 12, 2000

16. Amending plan document after merger

    By Alonzo, June 2, 2000
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    • pjkoehler
    • June 2, 2000

17. References & Checklists

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

18. Top Heavy issues after merger

    By Richard Anderson, May 22, 2000
    • 1 reply
    • 1.9k views
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    • KJohnson
    • May 22, 2000

19. ASG adn hire dates

    By Earl, May 13, 2000
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    • Earl
    • May 13, 2000

20. Qualified Plan distributions for former employees receiving severance

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

21. Mexican citizens benefits

    By Guest Sara Rader, April 7, 2000
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    • Guest
    • April 7, 2000

22. Needed Changes in Benefits Law or regulations covering Mergers and Acq

    By BeckyMiller, March 14, 2000
    • 2 replies
    • 1.7k views
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    • Guest
    • March 27, 2000

23. Can Company B eliminate Company A stock in its plan or is it a cutback

    By rocknrolls2, March 14, 2000
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    • 2.1k views
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    • Dowist
    • March 14, 2000

24. Sale of assets.

    By Guest, March 7, 2000
    • 1 reply
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    • KJohnson
    • March 7, 2000

25. Is it true that there is no IRS guidance on ADP testing for plan that

    By AndyT, February 28, 2000
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    • AndyT
    • March 1, 2000

26. Bridging Service back to purchasing company

    By Guest paul conway, February 24, 2000
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    • Guest
    • February 24, 2000

27. How long is the grace period of an acquired company to comply with 410

    By Guest Joe Vasko, February 24, 2000
    • 1 reply
    • 2.9k views
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    • M R Bernardin
    • February 24, 2000

28. Merging Medical Practices

    By Guest, February 19, 2000
    • 1 reply
    • 2k views
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    • Lorraine Dorsa
    • February 21, 2000

29. Merger and Vesting question

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

30. RMDs-Subject to Anti-Cutbacks

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

31. O.K. to continue 401(k) of seller after asset sale? Any issues to con

    By John A, December 28, 1999
    • 6 replies
    • 3k views
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    • Guest
    • December 29, 1999

32. General Considerations

    By Guest Robin Flaherty, December 8, 1999
    • 3 replies
    • 2k views
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    • KIP KRAUS
    • December 9, 1999

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

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

34. FSA plan termination with a merger

    By Guest scm, November 11, 1999
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    • Guest
    • November 11, 1999

35. High Cost of Health vs 401(k) Participation

    By Guest Randy Rod, October 26, 1999
    • 1 reply
    • 1.8k views
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    • Dave Baker
    • October 27, 1999

36. mid-year merger of 401(k) plans-comp?

    By EGB, September 23, 1999
    • 2 replies
    • 2.4k views
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    • Guest
    • October 19, 1999

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

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

38. Successor employer liability under COBRA

    By Guest Rich Jochum, October 8, 1999
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    • Guest
    • October 8, 1999

39. Mergers/Acquisitions - Tax Withholdings

    By Guest KGonsalves, September 15, 1999
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    • 1.9k views
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    • Guest
    • September 15, 1999

40. sbjpa amendment for merged plan?

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

41. MERGE MP INTO PS

    By Guest KEV, August 3, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • August 3, 1999

42. Self-Insured Group Health Plan in Asset Deal

    By Guest friedbrain, July 26, 1999
    • 2 replies
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    • Guest
    • July 31, 1999

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

    By Guest danmar, July 19, 1999
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    • Guest
    • July 19, 1999

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

    By KJohnson, July 16, 1999
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    • KJohnson
    • July 16, 1999

45. k/m tests when PYE are different

    By Guest RGlaser, July 16, 1999
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    • Guest
    • July 16, 1999

46. parent/subsidary corporations under 424(e) & 424(f)

    By Guest rim, July 13, 1999
    • 1 reply
    • 2k views
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    • Guest
    • July 13, 1999

47. different entry dates

    By Guest Wineman, July 8, 1999
    • 2 replies
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    • Guest
    • July 13, 1999

48. Partial Plan Termination?

    By Guest Anne D, July 9, 1999
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    • 2.3k views
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    • Guest
    • July 9, 1999

49. termination/merger of 401(k)

    By Guest cngriffin, June 30, 1999
    • 1 reply
    • 2.4k views
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    • KJohnson
    • July 2, 1999

50. Employee Stock Option Plan

    By Guest stockoption, June 16, 1999
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    • 2.3k views
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    • Guest
    • June 16, 1999