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Anchor 3(16) Fiduciary Solutions
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BPAS
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Retirement Plan Consultants
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Managing Director - Operations, Benefits Daybright Financial
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Pentegra
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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July Business Services
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ESOP Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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BPAS
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Retirement Relationship Manager MAP Retirement
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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Southern Pension Services
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Retirement Plan Administration Consultant Blue Ridge Associates
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MAP Retirement
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Don't Overlook Health and Welfare Issues in a Merger or Acquisition
KLB Benefits Law Group
Mar. 26, 2025 "The first step in determining what terms should be in the purchase agreement and what to review in the due diligence process is to identify what plans the seller maintains. While the seller is usually required to disclose all of its benefit plans, written or unwritten, as a part of the purchase agreement, it is a best practice to verify this through a review of documents ... Some benefits need more scrutiny to determine the absence of significant problems." MORE >> |
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