Mergers and Acquisitions

397 topics in this forum

1. Merging profit sharing plan into a separate 401(k) plan

   By HarleyBabe, September 30, 2009
   • 1 reply
   • 2.5k views
   • 
   • Bird
   • September 30, 2009

2. Controlled Group

   By Guest allana, September 24, 2009
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • September 28, 2009

3. Keogh to MEP

   By Guest FJMISS, September 15, 2009
   • 3 replies
   • 1.8k views
   • 
   • J Simmons
   • September 16, 2009

4. Short Plan Year?

   By Guest Golden K, September 2, 2009
   • 1 reply
   • 2.3k views
   • 
   • movedon
   • September 2, 2009

5. Bankruptcy/Successor Plan?

   By Guest AndyL, August 31, 2009
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • August 31, 2009

6. Successor Plan

   By 12AX7, July 14, 2009
   • 2 replies
   • 2.6k views
   • 
   • 12AX7
   • August 28, 2009

7. 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

8. merger of single ER plan into PEO plan

   By Janice F, April 28, 2009
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • August 17, 2009

9. Plan Issues in an Asset Purchase

   By Laura Harrington, July 10, 2009
   • 3 replies
   • 2.1k views
   • 
   • Kevin C
   • July 13, 2009

10. Acquisition of an ESOP company

    By Guest Spock, July 9, 2009
    • 1 reply
    • 2.2k views
    • 
    • A Shot in the Dark
    • July 9, 2009

11. assuming plan sponsorship

    By Guest ERISAQuestioner, July 6, 2009
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • July 6, 2009

12. Asset sale and merger

    By Guest HaleyD, June 16, 2009
    • 1 reply
    • 2.1k views
    • 
    • Laura Harrington
    • July 2, 2009

13. plan merger versus plan consolidation

    By Guest ERISAQuestioner, July 2, 2009
    • 1 reply
    • 1.9k views
    • 
    • jpod
    • July 2, 2009

14. Timeline

    By Guest APD, May 7, 2009
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 14, 2009

15. 401(k) merge

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

16. Spinoff of Profit Sharing Plan - Limited to Vested Balances

    By rocknrolls2, April 21, 2009
    • 3 replies
    • 1.8k views
    • 
    • QDROphile
    • April 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. Can You Split a Loan Before Rollover to New 401(k) Plan

    By rocknrolls2, February 3, 2009
    • 4 replies
    • 2.2k views
    • 
    • JanetM
    • February 4, 2009

19. Basic ESOP Question

    By Guest Tauriffic, January 13, 2009
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • January 26, 2009

20. 401(k) Plan Merger

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

21. Opps - acquiring co. forgot to amend the plan

    By Guest Iwonder, October 30, 2008
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 31, 2008

22. Affiliated Service Group - Partner Leaving / Impact

    By BeanCounterBlues, May 15, 2007
    • 3 replies
    • 2.3k views
    • 
    • GBurns
    • October 9, 2008

23. Company B not part of merger between A & C

    By Cathy from Chicago, September 22, 2008
    • 2 replies
    • 1.3k views
    • 
    • Cathy from Chicago
    • September 22, 2008

24. Company A assumes sponsorship of plan sponsored by Company B

    By Guest Grumpy456, July 24, 2008
    • 4 replies
    • 2.2k views
    • 
    • Mike Preston
    • July 30, 2008

25. Asset sale - maintain 401k plan short term

    By Guest Kberly, July 24, 2008
    • 2 replies
    • 3k views
    • 
    • Guest
    • July 25, 2008