Plan Mergers and Acquisitions
When companies merge, the retirement plan options can be confusing and the plan design decisions overwhelming. We can help make the merger go smoothly by:
- Working to help you determine which benefit options to keep
- Assessing the financial impact of each option
- Evaluating the hidden costs and opportunities of merging plans
Get a complete analysis of your pending merger with our Comprehensive Consulting Services package. You'll also find out how to position your company's retirement plan for the future while complying with applicable laws and regulations. You'll get:
- Written analysis
- Reviewing your retirement plan goals
- Providing a history of the plans involved
- Expert analysis on your options, including pros and cons
- Custom tailored directions for merging the plans
- In-depth review of merger plans, including identification of:
- Side by side comparision of plan provisions, with differences highlighted
- Opinions on protected benefits created by the merger
- Administrative benefits of choosing certain plan provisions
- Expert plan design suggestions for the newly merged plan
- Additional data on the newly merged plan, such as estimated nondiscrimination testing results and top-heavy results
Let us help you with your specific needs. Send us a message to get help with your specific merger or acquisition needs.
