Guest planwiz Posted May 20, 1999 Posted May 20, 1999 I need a colleague who has been through the wringer on a proxy solicitation to provide me with some rough solicitation documents for a Trustee to solicit voting instructions on a fundamental corporate transaction-merger. Any help would be appreciated. ------------------ Michael D. Hughes 412-392-5590
Guest Linda Wilkins Posted May 20, 1999 Posted May 20, 1999 Is the Plan sponsor a private (non-public) company, and if so, do you have any disclosure materials describing the terms of the proposed merger transaction? You need securities counsel as well as ERISA counsel on this one. Generally, the trustee solicits a voting instruction by forwarding the proxy materials to participants along with a return voting instruction card. ------------------
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