CLE401kGuy Posted October 21, 2014 Share Posted October 21, 2014 Working with a client who makes frequent acquisitions - I'm looking to provide a listing or checklist of items that are relevant to consider during the acquisition process - instead of creating something from scratch, I'm looking to see if anyone has or can direct me toward such a checklist - not something that's full of legal verbiage - something simple that can get topics like the following considered: Identifying the type of plan if any in existance Ability for participants to take distributions Identifying loan issues - in particular abilty to rollover or continue making payments on loans Vesting - need / option for giving vesting based on service with the acquired entity Plan eligibility - need / option for recognizing service with the acquired entity for plan entry based on the transaction date Termination of plan pre-transaction vs. post transactoin merger Identifying directed investment and SDB arrangements and what having either means to participants - i.e. consider that plan with SDB going to plan without those participants may have to give up their SDB. The more basic the better.... Thanks in advance... Link to comment Share on other sites More sharing options...
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