Mergers and Acquisitions

397 topics in this forum

1. "Same Desk Rule" Application

   By Guest blackacre, December 7, 2004
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • December 7, 2004

2. 100% vesting for a reduction in force (not a partial term.)

   By Guest Iwonder, September 15, 2011
   • 4 replies
   • 2.4k views
   • 
   • 401 Chaos
   • October 29, 2021

3. 100% Vesting in Plan Merger for Terminated Employees

   By Guest KB, May 18, 2001
   • 2 replies
   • 2.3k views
   • 
   • david rigby
   • May 21, 2001

4. 120 Day Notice

   By Guest HarveyC, July 23, 2003
   • 2 replies
   • 1.5k views
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   • david rigby
   • July 23, 2003

5. 204(h) notice requirements for divestiture

   By Guest JBB, November 12, 2002
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • November 12, 2002

6. 280G

   By IRA, February 13, 2008
   • 1 reply
   • 3.4k views
   • 
   • Guest
   • February 19, 2008

7. 280G (Gaolden Parachute) Calculation

   By Guest Ronald A. Kladder, January 14, 2002
   • 1 reply
   • 3.9k views
   • 
   • Guest
   • January 14, 2002

8. 280G Modeler

   By elmobob14, November 18, 2013
   • 1 reply
   • 1.2k views
   • 
   • jpod
   • November 18, 2013

9. 280G Values of Restricted Stock under Q/A 24(c).

   By Guest jwbryson, August 11, 2011
   • 3 replies
   • 3.2k views
   • 
   • Guest
   • August 22, 2011

10. 401(k) Loan

    By mlp0816, November 19, 2010
    • 2 replies
    • 1.5k views
    • 
    • mlp0816
    • November 19, 2010

11. 401(k) Loans

    By Guest Sadie4, November 6, 2002
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • November 7, 2002

12. 401(k) merge

    By mlp0816, May 5, 2009
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • May 7, 2009

13. 401(k) Plan as a Party to Sale Agreement?

    By kmhaab, March 23, 2022
    • 4 replies
    • 541 views
    • 
    • EBECatty
    • April 5, 2022

14. 401(k) Plan Merger

    By Guest Ilovemyjob, October 30, 2008
    • 11 replies
    • 3.5k views
    • 
    • JanetM
    • November 4, 2008

15. 401(k) Plan Merger with Safe Harbor 401(k) Plan

    By Guest 401Retire, March 12, 2014
    • 1 reply
    • 2.8k views
    • 
    • MWeddell
    • March 14, 2014

16. 401(k) Plan with no activity do to sale. Audit?

    By Guest erisaauditor, August 21, 2009
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • August 21, 2009

17. 401(k) transfer or termination

    By mlp0816, March 23, 2009
    • 1 reply
    • 2.4k views
    • 
    • A Shot in the Dark
    • March 23, 2009

18. 401(k)(10)(iii) - Distributable event or not?

    By Guest quentin, May 10, 1999
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • May 10, 1999

19. 401k Plan Termination Date in Acquisition

    By kmhaab, July 17, 2017
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 17, 2017

20. 403(b) 5500's

    By mlp0816, July 13, 2010
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • July 22, 2010

21. 403b dual plans and IRA rollovers

    By Guest JEK, June 16, 2014
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 16, 2014

22. 410(b)(6) transition rule

    By jpod, March 20, 2015
    • 4 replies
    • 6.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 20, 2015

23. 410(b)(6) Transition Rule question

    By RatherBeGolfing, December 28, 2018
    • 2 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • December 28, 2018

24. 5310 A Needed

    By Guest JBeck, September 3, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 3, 2004

25. 72(t) age 55 exception

    By gle318612, June 19, 2015   

    • 72(t) age 55 exception
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • June 19, 2015