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Full Version: How is employer stock handled in a 401(k) takeover of a publicly trade
BenefitsLink Message Boards > Retirement Plans > Employee Stock Ownership Plans (ESOPs)
soup
How is employer stock worked into a 401(k) takeover? While moving the assets from one plan admin to a new plan admin, how is the stock handled?
RLL
With a great deal of care.
PJK
Is your question with respect to a corporate transaction in which the acquiring company purchases 100% of the outstanding shares of the corporate sponsor maintaining a 401(k) plan, in which some plan assets are held in employer stock?
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