Mergers and Acquisitions

397 topics in this forum

1. Protected Benefit - In-service provision

   By Guest M. Martin, December 17, 2012
   • 5 replies
   • 2.8k views
   • 
   • Kevin C
   • December 18, 2012

2. plan sponsor is purchased, how to treat participating employer

   By WCC, July 11, 2013
   • 5 replies
   • 2.5k views
   • 
   • QDROphile
   • July 12, 2013

3. Can a SIMPLE IRA be merged into a 401(k)

   By Vlad401k, March 2, 2017
   • 5 replies
   • 3.1k views
   • 
   • Vlad401k
   • March 6, 2017

4. Surrender charges on insurance contracts

   By Guest TortoraG, March 26, 1999
   • 5 replies
   • 2.4k views
   • 
   • Guest
   • April 15, 1999

5. Eligibility for employees transferred to company due to asset purchase

   By Guest Sara H, June 15, 2001
   • 5 replies
   • 2.2k views
   • 
   • Medusa
   • June 15, 2001

6. What to do about the plan number

   By Lori Friedman, May 30, 2006
   • 5 replies
   • 2.2k views
   • 
   • E as in ERISA
   • June 1, 2006

7. Force-outs concurrent with (sudden M&A) Plan Termination

   By 401QUE, March 12, 2013   

   • Vesting
   • Plan Termination
   • (and 2 more)

     Tagged with:

     • Vesting
     • Plan Termination
     • Force-out distribution
     • forfeiture reversal
   • 5 replies
   • 2.8k views
   • 
   • 401QUE
   • March 13, 2013

8. Restating a MPPP into a PSP

   By Moe Howard, December 18, 2002
   • 5 replies
   • 1.8k views
   • 
   • mbozek
   • December 30, 2002

9. Asset Acquisition

   By Guest PJTEN, February 21, 2007
   • 5 replies
   • 3.1k views
   • 
   • jpod
   • February 22, 2007

10. Merger Mechanics

    By Guest KLCarter, February 15, 2006
    • 4 replies
    • 3.5k views
    • 
    • QDROphile
    • February 16, 2006

11. plan termination in a Control Group situation

    By cpc0506, May 19, 2014
    • 4 replies
    • 1.5k views
    • 
    • cpc0506
    • May 19, 2014

12. Forced Company Sale

    By Below Ground, October 10, 2011
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 28, 2012

13. Merger with SIMPLE and 401(k) plans

    By K2retire, May 3, 2013
    • 4 replies
    • 2.5k views
    • 
    • Belgarath
    • June 28, 2017

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

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

15. Statutory Merger

    By Guest nbs, June 26, 2002
    • 4 replies
    • 3.2k views
    • 
    • KJohnson
    • June 26, 2002

16. Plan Merger Following Acquisition and Service Credit

    By ERISA Biker, May 19, 2017
    • 4 replies
    • 2.3k views
    • 
    • Brian4
    • May 24, 2017

17. Loan from Affiliated member 401(k) plan

    By Guest Silver, August 16, 2007
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • August 17, 2007

18. Stock Purchase - Termination of a plan

    By Guest 401kbee, February 1, 2007
    • 4 replies
    • 4.1k views
    • 
    • Guest
    • February 6, 2007

19. Stock acquisition...

    By Guest RONNIE WASEL, April 27, 2003
    • 4 replies
    • 2.1k views
    • 
    • GBurns
    • May 8, 2003

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

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

21. Providing Credit for Service for Selective Purposes

    By 401 Chaos, September 7, 2012
    • 4 replies
    • 1.5k views
    • 
    • 401 Chaos
    • September 12, 2012

22. Bank Holding Company Acquisiiton

    By Guest TCP, September 18, 2006
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • September 20, 2006

23. A buys "No-plan" B in asset sale. A has 401(k) plan

    By Florida1, June 30, 2016   

    • mergers and acquisitions
    • 401(k) Plans
    • (and 2 more)

      Tagged with:

      • mergers and acquisitions
      • 401(k) Plans
      • Plan Document Amendments
      • eligibility
    • 4 replies
    • 996 views
    • 
    • Florida1
    • July 1, 2016

24. Articles Re Benefits Issues in Spin-Off Transactions?

    By Guest CMC, July 26, 2006
    • 4 replies
    • 2.3k views
    • 
    • smm
    • July 27, 2006

25. 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