Loan & Distribution Specialist AimPoint Pension
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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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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Bates & Company, Inc.
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Employee Benefit Issues in Mergers and Acquisitions (PDF)
The ERISA Law Group, via The Advocate Sept. 19, 2016
"This article looks primarily at M&As involving ... 401(k) plans ... [and] explores other types of 'qualified' plans, health care plans, and 'nonqualified' deferred compensation plans.... [It] is critical that the buyer and seller engage in due diligence to understand the plans that exist and discover any problems, review and negotiate the terms of the purchase agreement, and take appropriate pre- and post-close actions to avoid creating problems and to facilitate any future plan mergers."
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