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Retirement Plan Mergers: Requirements, Challenges, and Best Practices for Employers

KLB Benefits Law Group

Nov. 17, 2025
On-Demand
Webinar

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.

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