When anticipating a merger or acquisition, coordinating and analyzing the impact of changes in employee benefits is often the last item of consideration. This guide draws attention to the issues facing organizations when there are changes in ownership or changes in the sponsorship of an employee benefit plan.
- What should be considered pre-merger?
- Will an employee benefit plan be acquired?
- A retirement plan will be acquired, now what?
- Will the two current plans be merged?
The guide walks through these questions and more in an effort to help navigate the impact of a merger on a retirement plan program.