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To Terminate (the Target’s 401(k) Plan) or Not to Terminate? That is the Question.

May 30, 2023 (2 min read)

Handling 401(k) plans in mergers and acquisitions can be complicated. In a stock purchase acquisition, the question is—should the buyer require the target to terminate its 401(k) plan before closing or keep the plan in place, at least for a short time following closing, then merge it into the buyer’s 401(k) plan.

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