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

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.

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