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Retirement Plan Mergers: Requirements, Challenges, and Best Practices for EmployersKLB Benefits Law Group |
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Nov. 17, 2025 On-Demand Webinar |
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In this streamlined episode, Doll Lank and Kathleen Bass define plan mergers as asset transfers to simplify administration and cut costs. The discussion explores voluntary vs. required scenarios in M&A, protected benefits pitfalls, timelines of 3-4+ months, and the critical role of ERISA counsel in comparisons, documentation, and compliance. |