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Benefit Plans in M&A: Transitioning Pension, Savings and Welfare Plans


July 10, 2018
Recorded Online

Employers will also face liabilities due to subsidized health and life insurance benefits for retirees. Disputes over retiree welfare benefits have triggered significant litigation over the past two decades. An improperly amended or terminated plan can expose employers to substantial liability.

Listen as our experienced panel provides best practices for avoiding significant M&A liabilities regarding benefits subject to ERISA. Participants will take away information and perspectives crucial to ensure correct treatment of these high-risk matters.


  • Pension plan obligations
    • Alternatives to include assumption, plan mergers, plan termination and plan freezes
    • Underfunded pension plan liability to include general discussion of joint and several/controlled group liability
    • Withdrawal liability
  • Retiree welfare benefit obligations
    • Funding considerations to include unfunded/VEBA, exclusive benefit if funded
    • Ability to terminate retiree welfare benefits
  • Defined contribution plans
    • Plan assumption versus rollover
    • Participant loans
  • Other
    • SERPs and other nonqualified defined benefit and defined contribution plans
    • International plans

The panel will review these and other challenging issues:

  • What are the potential liabilities when transitioning employee benefit plans?
  • What are best practices to avoid unanticipated liabilities?
  • How will the benefit plan liabilities affect the transaction?


  • Michael R. Bergmann, Counsel, Skadden Arps Slate Meagher & Flom
  • Ian L. Levin, Partner, Schulte Roth & Zabel
  • Alessandra K. Murata, Partner, Goodwin Procter

Continue by clicking on the following link:

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