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Mergers and Acquisitions [2018]

FIS Relius Education

Nov. 19, 2018
Recorded Online
Webcast

Mergers and acquisitions provide a fertile ground for awkward and difficult retirement plan questions. Such questions come from the inherent complexity of the arrangements, which can take many different forms, , the fact that practitioners often learn about such transactions after the fact as well as from the relative lack of solid IRS guidance. Join David Schultz as he turns his expertise on controlled groups and related employers to the knotty issues surrounding the effects of acquisitions on qualified plans.

Topics include:

  • Types of Acquisitions
    • Differences and Similarities
    • Related Employer Issues
  • Effect on Crediting Service
    • 414(a) and Predecessor Employers
    • Voluntary Crediting
    • Separation from Service/Distributions
  • Coverage and Participation
    • Potential Problems
    • Coverage Transition Rule
    • Effect of Plan Document
  • Vesting Issues
    • Vesting on Termination
    • Partial Termination
    • Vesting on Merger
  • 415 Issues
    • 415 Predecessor Employer Rules
    • Effect of Mid-Year Acquisition
    • Dissolution of Group
  • Correcting Defects

After participating in this program, an attendee should be able to:

  • Identify different types of merger transactions
  • Determine when a plan must credit predecessor service
  • Determine service crediting in a controlled group
  • Apply the 415 limits to a merger or acquisition
  • Explain the post-transaction options for the seller’s and buyer’s plans

Speaker: David Schultz, J.D.

Continue by clicking on the following link:
https://www.relius.net/Events/seminardetail.aspx?EID=27214

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