Mergers and Acquisitions

408 topics in this forum

1. Change in Ownership during an aquisition causes AFG situation - What can the one HCE/owner do outside the plan to avoid coverage issue

   By HarleyBabe, February 1, 2023
   • 0 replies
   • 649 views
   • 
   • HarleyBabe
   • February 1, 2023

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

   By 401kology, February 11   

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

3. Buyer to bring seller's ee's into their own plan - who pays ER?

   By TPApril, August 22, 2023
   • 1 reply
   • 558 views
   • 
   • Luke Bailey
   • August 23, 2023

4. Ongoing Vesting in Stock Sale

   By Gilmore, February 25
   • 2 replies
   • 535 views
   • 
   • Gilmore
   • February 26

5. Medical FSA During M&A

   By Bcompliance2003, June 12, 2023
   • 0 replies
   • 534 views
   • 
   • Bcompliance2003
   • June 12, 2023

6. Deferred Comp and F Reorg

   By mtopalovic, March 13
   • 0 replies
   • 499 views
   • 
   • mtopalovic
   • March 13

7. Very strange merger situation...

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

8. 280G Issues

   By HCE, August 1
   • 1 reply
   • 255 views
   • 
   • EBECatty
   • August 1