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Retirement Plan Acquisitions

Foley & Lardner LLP

Employee Benefits in Mergers & Acquisitions: Key Considerations When Acquiring a Defined Benefit Pension Plan

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Although pension plans are increasingly rare, if your business is considering acquiring a company that sponsors a pension plan, then several new diligence and deal considerations come into play for the transaction. This can...more

Troutman Pepper

Multiemployer Pension Plans in Mergers and Acquisitions — Troutman Pepper Podcast

Troutman Pepper on

In this insightful episode of our Employee Benefits and Executive Compensation Considerations in Mergers and Acquisitions podcast series, attorneys Paul Porretta and Christopher Stock delve into the complex world of...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Modern Wealth makes a purchase

Modern Wealth Management acquired Beltz Ianni & Associates’ advisory business and their third-party plan administration services, Enhanced Retirement Solutions, which will be rebranded to Modern Wealth Business....more

Morgan Lewis - ML Benefits

Not Done Yet—Employee Benefits Plan Transition and Integration Decisions Continue After M&A Transactions Close

Patrick Rehfield focuses on matters related to executive compensation, payroll tax, and employee fringe benefits. He advises private and public companies on designing and implementing nonqualified retirement plans, equity...more

Fisher Phillips

Workplace Law Forecast 2024 - Your workplace law recap for 2023 and predictions for 2024 to help you prepare for the coming year.

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When I reflect on the relationship that our firm has with our clients, I’m most proud of the fact that you can always count on us. That often means defending complex litigation, steering you through regulatory threats,...more

Morgan Lewis - ML Benefits

401(k) Plans in Stock Purchase M&A Transactions: A Buyer’s Guide to Choosing Termination or Merger

One of the most common questions we receive from buy-side clients in mergers and acquisitions (M&A) is how to handle the 401(k) plan of the target company in the context of a stock purchase acquisition: Should they require...more

Lowenstein Sandler LLP

Acquiring a Company with a PEO? What Buyers Need to Know

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The latest “Just Compensation” podcast features Megan Monson, Taryn E. Cannataro, and Jessica Kriegsfeld of Lowenstein’s Employee Benefits & Executive Compensation group describing some of the benefits-related considerations...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

One Digital makes another practice purchase

One Digital announced it has acquired - 401K Resources and The Clear Group 401K Resources was founded by Renee Scherzer, the President-Elect of the National Association of Plan Advisors (NAPA). The Clear Group, founded by...more

Lowenstein Sandler LLP

401k Plan Considerations in M&A Transactions

Lowenstein Sandler LLP on

In this edition of “Just Compensation,” Andrew E. Graw, Chair of Lowenstein’s Employee Benefits & Executive Compensation practice, talks with partner Megan Monson and counsel Taryn E. Cannataro about 401(k) plan...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

CAPTRUST buys Houston RIA

CAPTRUST announced its purchase of Monroe Vos Consulting, a Houston-based registered investment advisor (RIA) with $5.8 billion in assets. Monroe Vos provides advisory services for retirement plan sponsors, endowments, and...more

Cozen O'Connor

The State AG Report - Volume 8, Issue 1 | January 6, 2022

Cozen O'Connor on

Here are last week’s curated AG and federal regulatory news stories highlighting key areas in which state and federal regulators’ decisions are having an impact across the US: Show Me the Money: Attorneys General Urge CFPB...more

Foley & Lardner LLP

Acquiring a New 401(k) Plan in an M&A Transaction… Now What?

Foley & Lardner LLP on

401(k) Plan Mergers and Updated IRS Determination Letters - As part of an M&A transaction, your company may assume a new 401(k) plan that is sponsored by the acquired business. This article includes some common questions...more

Holland & Hart - The Benefits Dial

I Want to Know, Have You Ever Seen…your plan documents?

Owners and employees of smaller organizations often find themselves stretched in many directions. With all of the demands on one’s time associated with operating a business, it is not uncommon to see attention to the...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Schwab to buy TD Ameritrade

Charles Schwab, the largest publicly traded discount brokerage firm and of the largest custodian of 401(k) plan assets has agreed to acquire TD Ameritrade for an all-stock transaction valued at $26 billion....more

Ogletree, Deakins, Nash, Smoak & Stewart,...

Traps for the Unwary: Code Section 410(b) Coverage Testing Concerns in Transactions

With a recent uptick in mergers and transactions, we thought it would be worthwhile to provide a refresher on some coverage testing issues related to retirement plans. Although a seemingly mundane topic, coverage testing...more

Best Best & Krieger LLP

Best in Law: Employee Benefits in a Company Sale - BB&K’s Jeff Chang Writes About this Critical Part of a Company’s Transition in...

Sales of small businesses have gone “through the roof,” according to a CBS News report released last summer. In many instances, larger businesses are acquiring smaller businesses because it’s the easiest way to obtain skilled...more

Seyfarth Shaw LLP

IRS Expands Determination Letter Program on a Limited Basis For Certain Individually Designed Plans

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On May 1, 2019, the Internal Revenue Service (IRS) issued guidance re-opening its storied determination letter program to hybrid plans and certain plans impacted by plan mergers....more

Polsinelli

Buyer Beware: Successor Employer Required by Court to Continue Retiree Health Benefits Under Language in Contract

Polsinelli on

Mergers and acquisitions can be complicated transactions, particularly when the entity to be acquired has employees covered by a collective bargaining agreement with a union. ...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Mergers and acquisitions, call an ERISA attorney

If you have a client that is being bought out or is buying another company, the first thing you need to do like the plan’s financial advisor is to call an ERISA attorney....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Rosenbaum Law Firm Review - April 2018

Plan Sponsors Need To Fix Their Plan Errors Now! You can't wait, fix it now! For most of us, when we don't feel well, we go to the doctor. We don't wait until things get worse, we take care of things because there...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

HUB enters the retirement plan space and it makes sense

CVS just announced they are buying Aetna and a sign of further consolidation in the health care industry. We see consolidation in the retirement plan business so it’s not shocking to see a leading insurance broker decided to...more

Robins Kaplan LLP

Your Daily Dose of Financial News

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Veteran’s Day in the US means Singles Day in China, the world’s biggest shopping day and a major test for Alibaba to keep growing on the day it helped invent....more

King & Spalding

Compensation and Benefits Insights – September 2016

King & Spalding on

New Guidance Affects Wellness Program Design - Over the last several months, the Equal Employment Opportunity Commission (“EEOC”) and the Internal Revenue Service (“IRS”) have provided additional guidance regarding the...more

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