Practical Considerations for Mergers and Acquisitions

Lockton

Speakers: Suzanne Bach, JD and Ethan McWilliams, MBA

There’s a lot to plan for and consider when merging with or acquiring another business. One of the more complex issues can be how to handle the two companies’ benefit plans – which plan will be adopted, terminated or mirrored after the deal is closed?

This webcast will cover some of the critical due diligence items you might not expect but need to undertake to ensure compliance after M&A, including:

• Understanding the acquired plan's compliance history with ERISA, the ACA and other laws, and exploring the quality of its documentation and fiduciary governance.
• Negotiating COBRA take-over obligations, handling of spending accounts, nondiscrimination testing responsibilities as a combined entity, funding challenges, and more.
• How to stay within the rules of controlled group status and avoid a multiple employer welfare arrangement (MEWA) through creative benefit strategies.
• How the nature of the acquisition (whether it is an asset or stock transaction) can affect the assumption of liabilities.

More Information, How to Register