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Health & Welfare Plan and 401(k) Plan Integration Issues in Strategic M&A Transactions: Important Diligence Topics and Best Practices (PDF)
White & Case LLP in Benefits Law Journal 
June 30, 2022 "This article provides an overview of common integration-related issues that arise with respect to 401(k) and health and welfare plans in strategic mergers and acquisitions (M&A) transactions, and [discusses]: [1] The areas on which buyers their advisors should focus during diligence in order to best integrate a target's health and welfare plans; [2] Similar issues that arise with respect to 401(k) plans; and [3] Some of the unique concerns surrounding health and welfare and 401(k) plans sponsored by professional employer organizations (PEOs)." |
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