Mergers and Acquisitions

408 topics in this forum

1. 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

2. Springing Anticutback issue

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

3. Statutory Merger

   By Guest nbs, June 26, 2002
   • 4 replies
   • 3.6k views
   • 
   • KJohnson
   • June 26, 2002

4. Stock Acquisition - Aligning HCE Definition

   By Catch22PGM, March 19, 2020
   • 4 replies
   • 3.1k views
   • 
   • Catch22PGM
   • March 25, 2020

5. Stock acquisition...

   By Guest RONNIE WASEL, April 27, 2003
   • 4 replies
   • 2.2k views
   • 
   • GBurns
   • May 8, 2003

6. Stock Purchase - Termination of a plan

   By Guest 401kbee, February 1, 2007
   • 4 replies
   • 4.4k views
   • 
   • Guest
   • February 6, 2007

7. Stock Sale - Tax Law Qualification Issues regarding Compensation

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

8. Stock Sale ... No Termination of Employment and Purchaser Treated as Always Having Been Employer

   By Guest Edward McElroy, November 8, 2004
   • 5 replies
   • 2.9k views
   • 
   • david rigby
   • November 8, 2004

9. Stock Sale--Plans Terminated

   By sloble@crowleyfleck.com, September 2, 2004
   • 1 reply
   • 1.9k views
   • 
   • BeckyMiller
   • September 9, 2004

10. Stock transaction (sale?)

    By Scuba 401, November 14, 2017
    • 14 replies
    • 2.1k views
    • 
    • Mike Preston
    • November 16, 2017

11. Successor Corp Question

    By CLE401kGuy, January 30, 2012
    • 0 replies
    • 1.3k views
    • 
    • CLE401kGuy
    • January 30, 2012

12. Successor employer liability under COBRA

    By Guest Rich Jochum, October 8, 1999
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • October 8, 1999

13. Successor Plan

    By 12AX7, July 14, 2009
    • 2 replies
    • 2.8k views
    • 
    • 12AX7
    • August 28, 2009

14. Successor Plan Rule > Roth Contribution

    By TPS, August 5, 2014
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • August 5, 2014

15. Successor Plan Sources

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

16. Surrender charges on insurance contracts

    By Guest TortoraG, March 26, 1999
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • April 15, 1999

17. Terminate or Freeze Profit Sharing Plan

    By KateSmithPA, March 28, 2006
    • 0 replies
    • 2.8k views
    • 
    • KateSmithPA
    • March 28, 2006

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

    By 401 Chaos, October 4, 2016
    • 0 replies
    • 1.1k views
    • 
    • 401 Chaos
    • October 4, 2016

19. Terminating Standardized Profit Sharing Plan Final Contribution

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

20. Termination of Controlled Group

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

21. Termination of Part of a Plan

    By Guest Grumpy456, June 15, 2006
    • 2 replies
    • 1.9k views
    • 
    • RTK
    • June 15, 2006

22. termination of plan after acquisition

    By WCC, January 7, 2016
    • 3 replies
    • 2.8k views
    • 
    • Laurence Oman
    • January 27, 2016

23. termination/merger of 401(k)

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

24. Tertiary Liability in 4204 Transaction

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

25. Testing In Plan Merger

    By Guest SSCARO, June 5, 2001
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • June 6, 2001

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

    By Guest hbg, September 8, 2000
    • 5 replies
    • 2.4k views
    • 
    • david rigby
    • September 11, 2000

27. Timeline

    By Guest APD, May 7, 2009
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 14, 2009

28. Top Heavy issues after merger

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

29. 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
    • 0 replies
    • 766 views
    • 
    • John P
    • February 2, 2022

30. Transfer of Assets and Liabilities from Money Purchase Plan to SEP

    By rew, July 29, 2015
    • 4 replies
    • 1.2k views
    • 
    • My 2 cents
    • July 29, 2015

31. Transfer of assets with merger of benefit plans

    By Guest JD698, May 14, 2003
    • 3 replies
    • 3.3k views
    • 
    • E as in ERISA
    • May 15, 2003

32. transition rule

    By Scuba 401, July 22, 2019
    • 6 replies
    • 3.1k views
    • 
    • ugueth
    • July 26, 2019

33. Transition Rule

    By Randy Watson, August 15, 2006
    • 3 replies
    • 3.4k views
    • 
    • jpod
    • August 15, 2006

34. Transition Rule

    By Guest Golden401k, March 6, 2013
    • 4 replies
    • 3.9k views
    • 
    • MWeddell
    • March 18, 2013

35. Transition Rule Applicable?

    By Towanda, April 2, 2019
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • April 2, 2019

36. Two 401(k) Merger Questions

    By Guest kjk, November 15, 2002
    • 8 replies
    • 5.5k views
    • 
    • Guest
    • November 22, 2002

37. Tx bonus paid by Seller in carve-out

    By cbassociate2017, December 6, 2018   

    • payroll
    • bonus
    • (and 3 more)

      Tagged with:

      • payroll
      • bonus
      • retention
      • transaction bonus
      • withholding
    • 3 replies
    • 1.2k views
    • 
    • jpod
    • December 6, 2018

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

    By Guest LBBarr, September 13, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • September 13, 2000

39. Unfamiliar Territory - the merger of 3 companies into one - each with a plan

    By HarleyBabe, December 22, 2021
    • 4 replies
    • 894 views
    • 
    • Luke Bailey
    • December 22, 2021

40. VCP during Transition Period

    By IhrtERISA, July 6, 2016   

    • Transition period
    • VCP
    • (and 1 more)

      Tagged with:

      • Transition period
      • VCP
      • 410(b)(6)
    • 6 replies
    • 2.4k views
    • 
    • Griswold
    • July 11, 2016

41. Very strange merger situation...

    By Belgarath, September 4, 2024
    • 1 reply
    • 463 views
    • 
    • MoJo
    • September 4, 2024

42. Vesting After Plan Merger

    By Catch22PGM, November 17, 2020   

    • mergers
    • vesting
    • 3 replies
    • 2.3k views
    • 
    • FORMER ESQ.
    • December 20, 2020

43. vesting after termination

    By Guest Elizabeth Gaskins, January 31, 2002
    • 2 replies
    • 2k views
    • 
    • david rigby
    • February 1, 2002

44. 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

45. Vesting Schedules

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

46. Vesting Schedules for Merged Plans

    By leesuh12, November 20, 2017
    • 4 replies
    • 2.9k views
    • 
    • Luke Bailey
    • November 22, 2017

47. Vesting Service Under Merged Plan

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

48. Vesting Triggers in Qualified Plans

    By Guest L337pwner5, July 20, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 21, 2008

49. Vesting under acquisition

    By Guest jmlumpkin, February 12, 2004
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • February 13, 2004

50. Vesting under Merged Plan

    By Just Me, April 19, 2012
    • 2 replies
    • 2.6k views
    • 
    • 00hskrgrl
    • May 30, 2012