Regional Vice President of Sales The Retirement Plan Company
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Retirement Plan Considerations in Mergers and Acquisitions
Multnomah Group Oct. 15, 2015 "Arguably, the most important thing a buyer should to know when a seller has a plan is the history that comes with it. In a stock sale, the buyer becomes the plan sponsor ... and becomes fully liable for any plan errors. This becomes problematic in terms of both time spent ... and possible money owed ... Oftentimes, this realization pushes the buyer to request that the seller terminate their retirement plan prior to the transaction. Hopefully, this realization comes in time!" |
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