Mergers and Acquisitions

408 topics in this forum

1. Eligibility on Merged plans

   By Nate X, August 30, 2001
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   • Nate X
   • August 30, 2001

2. "Same Desk Rule" Application

   By Guest blackacre, December 7, 2004
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   • Guest
   • December 7, 2004

3. LTD

   By Guest MAZ, July 15, 2011
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   • Guest
   • July 15, 2011

4. Affiliated Service group?

   By Guest Whatup, October 25, 2010
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   • Guest
   • October 25, 2010

5. Voting Exemption for Golden Parachutes - Risk Minimization?

   By holdco, November 22, 2013
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   • holdco
   • November 22, 2013

6. Terminate or Freeze Profit Sharing Plan

   By KateSmithPA, March 28, 2006
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   • KateSmithPA
   • March 28, 2006

7. Due Diligence Checklist

   By Guest Thornton, March 27, 2003
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   • Guest
   • March 27, 2003

8. 403b dual plans and IRA rollovers

   By Guest JEK, June 16, 2014
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   • Guest
   • June 16, 2014

9. Due Diligence Checklist

   By Guest Julie, July 29, 2004
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   • Guest
   • July 29, 2004

10. Controlled Group with non-profit

    By Gilmore, October 20, 2015
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    • Gilmore
    • October 20, 2015

11. Employer Contribution after Merger

    By Rai401k, September 28, 2018
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    • Rai401k
    • September 28, 2018

12. 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

13. New Co. wants to buy-out old pension but not to agreeded rules. What c

    By Guest GREGG, March 17, 1999
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    • Guest
    • March 17, 1999

14. Post-Acquisition Benefits

    By Guest Kurt, May 5, 1999
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    • Guest
    • May 5, 1999

15. Employee Notification of Being Bought?

    By Bcompliance2003, September 21, 2023
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    • Bcompliance2003
    • September 21, 2023

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

    By Guest meggie, September 14, 2004
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    • Guest
    • September 14, 2004

17. 401(k)(10)(iii) - Distributable event or not?

    By Guest quentin, May 10, 1999
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    • Guest
    • May 10, 1999

18. Employee Stock Option Plan

    By Guest stockoption, June 16, 1999
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    • Guest
    • June 16, 1999

19. Asset Transfer - Multiemployer DC Plans

    By luissaha, April 30, 2014
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    • luissaha
    • April 30, 2014

20. Merger- Approval Request for Change in Funding Method

    By mefrancis1729, October 3, 2018   

    • merger
    • funding method
    • 0 replies
    • 855 views
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    • mefrancis1729
    • October 3, 2018

21. Merger and Acquisitions-employee 401k aspects

    By Guest markh1, November 30, 2001
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    • Guest
    • November 30, 2001

22. k/m tests when PYE are different

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

23. Participant Notification Requirements

    By Guest pension222, April 30, 2001
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    • Guest
    • April 30, 2001

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

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

25. Partial Plan Termination #'s to use

    By Guest Yvonne Bonitatibus, May 22, 2001
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    • Guest
    • May 22, 2001

26. 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

27. Partial Plan Termination?

    By Guest Anne D, July 9, 1999
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    • Guest
    • July 9, 1999

28. Merger of plan with no assets or participants

    By Guest Bud, August 17, 2001
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    • Guest
    • August 17, 2001

29. MERGE MP INTO PS

    By Guest KEV, August 3, 1999
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    • Guest
    • August 3, 1999

30. Bankruptcy/Successor Plan?

    By Guest AndyL, August 31, 2009
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    • Guest
    • August 31, 2009

31. Mergers/Acquisitions - Tax Withholdings

    By Guest KGonsalves, September 15, 1999
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    • Guest
    • September 15, 1999

32. Successor employer liability under COBRA

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

33. Successor Corp Question

    By CLE401kGuy, January 30, 2012
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    • CLE401kGuy
    • January 30, 2012

34. FSA plan termination with a merger

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

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

    By Guest brewbren, December 1, 1999
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    • Guest
    • December 1, 1999

36. Terminating Seller Welfare Plans Immediately Prior to a Stock Deal

    By 401 Chaos, October 4, 2016
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    • 401 Chaos
    • October 4, 2016

37. Merger and Vesting question

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

38. Where do Forfeitures of Affiliated Employers go?

    By Guest Codan, March 14, 2013   

    • Forfeitures; affiliated ERs;
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    • Guest
    • March 14, 2013

39. Bridging Service back to purchasing company

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

40. Plan Spinoffs - Form 5310-A Filed But No Spinoff Takes Place

    By Guest rocnrols2, December 3, 2003
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    • Guest
    • December 3, 2003

41. Mexican citizens benefits

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

42. Profit Sharing Spin-off

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

43. ASG adn hire dates

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

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

    By 401kology, February 11, 2025   

    • coverage; nondiscrimination
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    • 401kology
    • February 11, 2025

45. When must acquired employees enter plan after merger?

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

46. Merged plans and top heavy rules

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

47. TPA bankers? We are looking to work with a banker who focuses on TPA M&A as we are interested to buy. Who should we talk to?

    By John P, February 2, 2022
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    • John P
    • February 2, 2022

48. Allocation of profit sharing accruals

    By Guest JMN, October 2, 2012
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    • Guest
    • October 2, 2012

49. Determining compliance of merging or spun off plan

    By rocknrolls2, November 11, 2001
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    • rocknrolls2
    • November 11, 2001

50. Spinoff - Same Desk Rule?

    By Guest chris4013, October 8, 2004
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    • Guest
    • October 8, 2004