Anybody have a merger "due diligence" checklist for multiemp

[Guest Don N]

I am involved with the merger of two multiemployer plans;one plan is administered by my company and the other is not; does anyone have a checklist of items that should be requested from the firm that has been administering the other plan ( this plan is merging into our plan); for example, issues regarding withdrawal liability I would think would be addressed by the other firm ? Are there other items that should be requested ?

[Bill Ecklund]

This reply is probably too late for your needs, but for future reference you can contact the International Foundation of Employee Benefit Plans at IFEBP.org and request a copy of the outline for Session #59 at the annual conference (Nov. 2000) it is entitled "Pension Fund Mergers" and has a check list of what you are looking for.