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M&A - Defensive Tactics?


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Guest blackacre
Posted

Can anyone advise about any defensive tactics one could incorporate into a plan to afford the greatest protection of benefits in the event of merger or acquisition of the employer? Info is needed ASAP and would be gresaly appreciated. Thank you. blackacre

Guest Harry O
Posted

What kind of plan are you talking about? DC? DB? If DB, is it overfunded? Nonqualified deferred compensation? Stock option? Retiree medical? This could be a endless discussion without a more precise question.

Guest blackacre
Posted

There are a number of plans involved -- DB, DC, 401(k), and NQ (415 Excess and 401(a)(17)). The purpose is to indentify benefit safeguards to include in a collective bargaining proposal. So, at this stage, we can be ambitious and creative. Any ideas would be appreciated -- from basic to very creative. Thank you. Blackacre

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