EBP2457. Post Deal Issues with Qualified Plans

Once a corporate transaction is completed, the real work starts for the qualified plans. Decisions about harmonizing plans, merging plans and funding become much more important. In this session, presenters will cover the common issues that come up post close, strategies for dealing with those issues and potholes to avoid.

Learning Objectives:

• Identify key issues that must be addressed post-close.
• Interpret what a normal post-close timeline looks like and potholes to avoid.