Mergers & Acquisitions

ASC

Dealing with mergers and acquisitions is among the most complex and confusing areas for qualified plan administration. Changes in controlled group status, stock sales and asset sales and other merger and acquisition situations present unique issues for plan sponsors and service providers.

In this 2-hour CE credit webcast, John Griffin, J.D., LL.M. will discuss these unique issues and present a checklist of items that plan sponsors and practitioners must address when dealing with a merger or acquisition situation.

The following topics will be covered during the webcast:

• Overview of transactions that cause merger and acquisition issues for qualified plans
• Distinguishing asset and stock sales
• Due diligence
• Severance from employment issues
• Service crediting
• Coverage and nondiscrimination testing
• Plan document issues
• Other merger and acquisition concerns

Presenter Info:

Industry expert and ERISA attorney, John Griffin, J.D., LL.M., has over 35 years' experience in the employee benefits field, including training and consulting with top firms in the industry.

Qualifies for 2 hours of Continuing Education Credits for ERPA, NIPA, ASPPA, Enrolled Agent and JBEA Non-Core.

More Information, How to Register