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Mergers and Acquisitions: The Top Five Issues for Health and Welfare Employee Benefits Plans

ABD Insurance & Financial Services

June 28, 2018
Recorded Online

This series is designed to cover the big issues - straight and to the point. We will break down legislation and regulations that affect employee benefit plans. You have questions? Great!  Because Office Hours is specifically designed to address your questions. We want to help you find the answers.

Topics of discussion:

  • Plan Design
    • To keep separate plans, combine immediately, or combine later - the eternal question considered
    • Avoiding thorny MEWA issues
    • Wrap doc and Form 5500 issues
  • ACA Employer Mandate
    • Acquiring a non-ALE
    • “A Penalty” rules for multiple EINs
    • The look-back measurement method complexity
  • ACA Reporting
    • Reporting multiple entities on the Forms 1094-C and 1095-C
    • Understanding “M&A qualified beneficiaries” and who’s responsible
    • Difference between stock vs. asset deals
  • Health FSA
    • Two options: a) terminate seller FSA, or b) continue through end of year
    • Understanding the advantages and disadvantages of both approaches

ABD Host:  Brian Gilmore, Lead Benefits Counsel, VP

More Information, How to Register

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