March 24, 2021: Mergers & Acquisitions - Retirement Plan Consideration

Mergers & Acquisitions - Retirement Plan Consideration

Mergers & Acquisitions - Retirement Plan Consideration

Presented by: John Hancock Retirement

Date and Time: Wednesday, March 24, 2021 from 3-4 EST

Speakers:

Rebecca Kaplan, Director - Senior ERISA Consultant, Benefits Consulting Group

Robin Revzin, Director - Senior Retirement Plan Specialist, Benefits Consulting Group

Session Description:

Business transactions such as mergers and acquisitions can have unintended consequences for your client’s retirement plans.

Join us on March 24th to learn how to prepare for and navigate some of the retirement plan implications of these complex business transactions with your clients.

This session will address:

  • Asset and stock transactions and the fiduciary responsibilities of both the seller and the buyer, the impact on nondiscrimination testing, and the effect on the participants in the seller’s plan,
  • Company mergers and the impact of the merger on plan coverage, and the available options regarding plan sponsorship,
  • The IRC §410(b)(6)(C) transition rule, which provides temporary relief from the minimum coverage requirements under the internal revenue code, and
  • Plan mergers and spinoffs, and the steps that you should follow.

To register for this session please contact kconnole@retirementadvisor.com for an invitation