Mergers and Acquisitions as well as large lending transactions raise a host of employee benefits issues, many of which can be avoided with proactive attention. Recent case law developments (such as the Sun Capital Partners case) underscore the importance of spotting and handling potential employee benefits issues well before the “deal” is about to close. This panel will walk attendees through the top employee benefits issues that commonly arise in an M&A transaction (including 401(k) and other qualified plans, health and welfare plans and executive compensation plans) and give practical tips for handling these issues on a proactive basis, starting with due diligence and continuing through and after the deal has closed.
The Great Recession has made a huge reduction in the nation’s ability and confidence to save for retirement. Pension Plans, 401(k)s, and IRAs have lost hundreds of millions of dollars. Many wonder: Will my money be there when I need it? Will I outlive my money? Should my spouse or I become sick or disabled will I be able to cover the bills? In just 60 minutes you will learn what steps you can take to prevent these challenges from ruining your financial life and retirement.
Kris Miller, who has over 20 years experience in financial planning, is certified in all aspects of Retirement/Estate planning and living trusts (chFEBS, LDA, CSA). She has counseled thousands of families, individuals and businesses, in retirement and estate planning. Kris will provide you expert advice in keeping your money safe so that you have money in the later part of your life to pay for retirement, hospital bills, and unexpected expenses (based on her #1 selling book “Ready for PREtirement”).
Are you a workplace retirement plan fiduciary? Do you have direct responsibility for the daily management and oversight of your company’s 401(k) plan? Are you comfortable with your level of knowledge of fiduciary best practices and prudent plan governance? Are you looking for ways to ensure your plan is run in the best possible ways? Is your retirement plan ‘advisor’ really looking out for your best interests or their own? Do you understand how recent regulation and court settlements are directly impacting your own plan?
Join us for a one-hour discussion that will provide specific actionable items to help protect you and other plan fiduciaries while improving the plan participant’s retirement readiness.