Mergers and Acquisitions

409 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
   • 680 views
   • 
   • HarleyBabe
   • February 1, 2023

2. Audit Fees for merged plan

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

3. Ongoing Vesting in Stock Sale

   By Gilmore, February 25, 2025
   • 2 replies
   • 628 views
   • 
   • 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
   • 593 views
   • 
   • Luke Bailey
   • August 23, 2023

5. Deferred Comp and F Reorg

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

6. Medical FSA During M&A

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

7. Very strange merger situation...

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

8. 280G Issues

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

9. Wrongful retention of employer contribution by buyer following sale

   By C_Mpls, January 30
   • 2 replies
   • 291 views
   • 
   • Peter Gulia
   • January 30