Bates & Company, Inc.
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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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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Murder on the M&A Express: How Benefits Killed the Deal (PDF)
Irene Ferenczy of Powell Goldstein Frazer & Murphy LLP Apr. 7, 2003
Excerpt: The situation described in this column is interesting and unique, not just because of the turn of events but also because of the type of benefits problem that arose and our inability to completely resolve it to the buyer's and seller's satisfaction. Furthermore, this case helps to highlight that there are some fatal gaps in the benefits laws that can preclude a concrete assessment and limitation of potential liability attributable to certain problems.
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