Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Compliance Officer

New York City District Council of Carpenters Benefit Funds
(New York NY)

New York City District Council of Carpenters Benefit Funds logo

TPA Retirement Plan Consultant



Defined Benefit Combo Cash Balance Compliance Consultant

Loren D. Stark Company (LDSCO)

Loren D.  Stark Company (LDSCO) logo

Defined Benefit Consultant/Enrolled Actuary

Pension Plan Specialists, PC
(Vancouver WA)

Pension Plan Specialists, PC logo

RP-Client Service Associate

Greenline Wealth Management
(FL / Hybrid)

Greenline Wealth Management logo

Combo Plan Administrator

Pollard & Associates

Pollard & Associates logo

Senior Plan Administrator

Retirement Planners and Administrators (RPA)

Retirement Planners and Administrators (RPA) logo

Defined Contribution Account Manager

Nova 401(k) Associates

Nova 401(k) Associates logo

Retirement Plan Consultant

Great Lakes Pension Associates, Inc.

Great Lakes Pension Associates, Inc. logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon
and Podcasts
  >  Upcoming   |   Recorded
(In-Person or Virtual)
  >  Upcoming   |   Grouped by Location
All   >  Upcoming   |   Grouped by Sponsor

View More NFP Corp. Webinars, Podcasts and Conferences

Let’s Get Together: Mergers, Acquisitions, and Benefits Compliance

NFP Corp.

Jan. 25, 2024

Business reorganizations, such as mergers and acquisitions, impact many aspects of benefits compliance. In this webinar, we discussed health and welfare benefit compliance considerations that often arise during a business reorganization. Topics addressed included considerations under the ACA, COBRA, ERISA, and Code Sections 125 and 105. In addition, we reviewed how the transaction structure, benefit offerings, employer size, and plan funding impact benefits compliance obligations. By the end of the presentation, participants will have a better understanding of the benefits compliance concerns that should be addressed, often early on, in the business reorganization process.


  • Background and Preliminary Points
    • Asset vs. Stock Transactions
  • ERISA Considerations
  • ACA Employer Mandate
  • COBRA Obligations
  • Cafeteria Plans/FSA Options
  • Nondiscrimination Rules
  • Key Takeaways

Key Takeaways

Employer Considerations

  • Employers should consider benefits administration early on during due diligence.
  • Counsel should be involved.
  • Know the type of the transaction (i.e., asset/stock), ownership structure and controlled group status.
  • Default rules exist for COBRA and health FSAs.
    • Parties can negotiate other terms that should be included in the purchase agreement.
  • Communicate any benefit plan changes in advance with employees.
  • Ask your consultant or broker for a copy of our M&A employee benefits publication noted below.

More Information, How to Register

© 2024, Inc.