Mergers, acquisitions and spin-offs: practical considerations and best practices for plan sponsors

Event Info

Webinar
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Join us for our employee benefit plan webinar!

Employee benefit plan specialists will provide case study examples as they discuss:

  • Effective strategies for executing plan mergers, acquisitions and spins
  • Identifying key parties, formalizing timelines, communication and documentation
  • Important considerations from an administrative as well as audit perspective
  • Best practices for pre- and post-transactions in operational and audit environments

This presentation is geared toward plan administrators, HR directors and others responsible for proper benefit plan administration.

Presenters:

Rose Ann Abraham, CPA, 
Partner – Baker Tilly
Rose Ann Abraham, a partner with Baker Tilly Virchow Krause, LLP, joined the firm in 2006. She has worked in public accounting since 2001. She specializes in employee benefit plan audits and manages the Chicago region’s employee benefit plan audit practice. She is also an active member of the Illinois CPA society’s Employee Benefit Plan Committee and Conference task force, and frequently speaks at industry conferences.

Paul Sommerstad, QPFC, CBFA, AIF®                             
Senior ERISA Consultant – Blue Prairie Group                                 
Paul specializes in helping organizations understand how plan design can dramatically improve their employees’ ability to successfully retire and how proper fiduciary governance can limit personal liability associated with being a plan fiduciary. Over the course of his 12+ years in the retirement plan industry, Paul has worked with a variety of public, private and non-profit organizations providing them with proven strategies that have resulted in improved outcomes for more than 100,000 retirement plan participants. Paul’s expertise in vendor negotiations has resulted in lowering total plan and administrative costs for plans of all sizes.


Information about CPE eligibility

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.

CPE credit: One (1) hour total credit
Field of study: Employee benefit plans
CPE host: Rachel Huseman

Please indicate on the registration form if you would like to receive eligible CPE credit for this webinar event. A certificate of completion will be e-mailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 608 240 2522.

Baker Tilly Virchow Krause, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

 

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