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It's Complicated: How Company Mergers Impact Retirement Plans (and What to Do About It)National Association of Plan Advisors [NAPA] |
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May 18, 2025 On-Demand Podcast |
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One of the key challenges plan fiduciaries may encounter is terminating a retirement plan because of a merger or acquisition. What happens in this situation, why is it such a common issue, and how can advisors help? Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial, joins American Retirement Association Chief Content Officer John Sullivan to answer these questions and more. |