Randall & Hurley, Inc.
Loren D. Stark Company
EPIC Retirement Plan Services
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|What Happens to the Retirement Plan During a Merger or Acquisition?|
Dec. 9, 2021
"[It's] a lot easier to help a plan sponsor before the close of their business transaction.... [A]fter the transaction occurs, some retirement plan options and decisions will already be made for you ... Service crediting rule for an asset sale ... Service crediting rule for a stock purchase ... Service crediting rule for a merger ... Asset sale example ... Stock purchase example ... M&A and retirement plan FAQs."
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