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October 10, 2025

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Kac1214 created a topic in 401(k) Plans

When Is Merger Effective and How to Report?

"Company A buys Company B and merges the Plans effective 1/1/2025. Assets of B are liquidated on 12/31/2024 and received by Plan A on 1/2/2025. Would you complete Plan B 5500 with transfer out and ending balance of 0.00 on a final 12/31/2024 5500? Or would you file a 5500 for January 1-2 and show transfer out to 0.00 on Final 2025 5500? If the 2024 Forms for A and B were already filed without recognizing the transfer, would you amend the return(s) and if so, in what manner? If Transfer Out is shown on 2024 Form for Plan B, when would you show on Plan A 5500? On the 2024 Form or the 2025 Form?"

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justanotheradmin created a topic in Retirement Plans in General

IRS on Furlough

"Any thoughts on how the last week of the season will be impacted now that TE/GE has officially furloughed what appears to the the majority of their staff? Just curious what musing people have now that we are crossing the bridge."

1 reply so far   |    Click Here to Add a Reply

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