EBP2367. The Great Sand Dunes: Pitfalls in Plans M&A/Mergers, Spin-offs, and Terminations

Corporate transactions have been on the rise for the last few years, which probably does not come as a surprise to anyone. Unfortunately, after those transactions are closed, the issues and consequences of the transactions on qualified plans do come as a surprise to many of the parties involved. When qualified plans and their issues do become the focus, however, it is often too late to take steps to mitigate risk or opt for resource saving alternatives. In this session, we will discuss some of the most common qualified plan issues encountered during and after corporate transactions so that those issues can be dealt with at the appropriate point in the transaction and transaction related risk can be mitigated.

Learning Objectives:

• Evaluate the issues with asset vs stock sale and be a value added partner with clients and your firm.
• Assess required notices and key but nonrequired communications.