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
   • 671 views
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   • HarleyBabe
   • February 1, 2023

2. Audit Fees for merged plan

   By JoeS, July 12, 2016
   • 0 replies
   • 664 views
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   • JoeS
   • July 12, 2016

3. Ongoing Vesting in Stock Sale

   By Gilmore, February 25, 2025
   • 2 replies
   • 615 views
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   • Gilmore
   • February 26, 2025

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

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

5. Medical FSA During M&A

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

6. Deferred Comp and F Reorg

   By mtopalovic, March 13, 2025
   • 0 replies
   • 555 views
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   • mtopalovic
   • March 13, 2025

7. Very strange merger situation...

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

8. 280G Issues

   By HCE, August 1, 2025
   • 1 reply
   • 291 views
   • 
   • EBECatty
   • August 1, 2025