EBP2223. Qualified Plan Issues in Transactions

With the recent amount of corporate M&A occurring, it is more important than ever to understand the issues and consequences of those transactions on qualified plans. In this session, we will discuss some of the most common qualified plan issues encountered during and after corporate transactions and how to mitigate transaction related risk.

Learning Objectives:

• Determine what professionals should be thinking about when dealing with qualified plans sponsored by employer involved in M&A
• Apply the main operational risks for those qualified plans
• Analyze the impacts on nondiscrimination testing and coverage