Guide to Mergers & Acquisitions
- Jordan Cross
- 2 days ago
- 1 min read
Mergers and acquisitions can change how a retirement plan operates. Plan documents, testing requirements, and administrative responsibilities may shift as companies align systems, benefits, and employee populations. This guide highlights the key areas employers and advisors should review to support a smooth plan transition.
What you will learn:
How asset and stock sales affect retirement plans
Administrative considerations during an M&A event
Important deadlines and documentation to review
Options for merging, maintaining, or terminating plans
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