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Acquisitions Employee Benefits

Foley & Lardner LLP

Common Mistakes and Practical Advice When Acquiring a Company with a 401(k) Plan

Foley & Lardner LLP on

When acquiring a company that offers its employees retirement benefits via a 401(k) plan, a lot can go wrong and recent law changes and litigation trends have created more complications. Buyers who fail to understand and...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Blue Ridge Associates buys Qualified Retirement Plan Services

Blue Ridge Associates announced today that it has acquired Qualified Retirement Plan Services, Inc. (QRPS) based in Raleigh, North Carolina....more

Ballard Spahr LLP

Business Better Podcast Episode: Bridging Campuses: Legal Insights on Education Industry Consolidation – Labor, Employment, and...

Ballard Spahr LLP on

This episode is part of our “Bridging Campuses: Legal Insights on Education Industry Consolidation” series, where we discuss trends in higher education consolidation and closures, and outline common characteristics of at-risk...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Merit buys Sanctuary Wealth

Merit Financial Advisors, a financial advisory firm based in Georgia, recently announced its acquisition of Sanctuary Wealth Management, LLC, and Fiduciary Services, LLC. This deal will enable Merit to establish a presence in...more

DLA Piper

Trending in Transactions - Q1 2025

DLA Piper on

Recent legislation requires that all new 401(k) plans provide automatic enrollment for all eligible participants. However, plans “established” before 2023 are generally exempt. In the mergers and acquisitions (M&A) context,...more

Ankura

Investing in the Future: Private Equity and Corporate Strategies in American Childcare

Ankura on

The American childcare industry stands at a pivotal moment of transformation. The sector faces significant challenges including affordability concerns, staffing shortages, and operational inefficiencies. These challenges,...more

Paul Hastings LLP

Ruling of the German Federal Labor Court on the Invalidity of Expiry Clauses in ESOP/VSOP - Applicability of the Ruling to MEPs

Paul Hastings LLP on

On March 19, 2025, the German Federal Labor Court ("BAG") ruled that clauses that qualify as general terms and conditions and stipulate that virtual option rights that are already vested at the time of termination of an...more

Allen Barron, Inc.

What Companies Should Consider Fractional Executive Services?

Allen Barron, Inc. on

What companies should consider fractional executive services? Can a CEO, CFO, COO, CTO, or other C-level executive be hired part-time to leverage their extensive experience and knowledge?...more

Levenfeld Pearlstein, LLC

Insurance Advisory Services for Private Equity Sponsors: A Conversation with Ryan Seager at Associated (Part 1)

To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts. ...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Voya completes One America deal

In a further consolidation of the retirement plan business, Voya Financial, Inc. announced that it has completed its acquisition of the OneAmerica Financial, Inc. full-service retirement plan business....more

Lowenstein Sandler LLP

Preparing for an M&A Transaction from an Employment and Executive Compensation Perspective

Lowenstein Sandler LLP on

In this episode of “Just Compensation,” Megan Monson, Taryn E. Cannataro, and Jessica Kriegsfeld of Lowenstein’s Executive Compensation and Employee Benefits group discuss some considerations for a company preparing for an...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Sageview buys OnTrack 401(k)

SageView Advisory Group has announced its acquisition of OnTrack 401(k), based in Frederick, Maryland....more

DarrowEverett LLP

Post-Closing Incentive Structures for Key Management in Private Equity

DarrowEverett LLP on

If you own or manage a company that a private equity firm is looking to acquire, and you plan to stay on after the closing, you’ll likely need to negotiate two key points: rolling over some or all of your equity and...more

Troutman Pepper Locke

Executive Compensation in Mergers and Acquisitions — Troutman Pepper Podcast

Troutman Pepper Locke on

In this installment of our Employee Benefits and Executive Compensation Considerations in Mergers and Acquisitions podcast series, Partners Jeffery Banish and Joshua Gelfand discuss many of the complex issues surrounding...more

Bass, Berry & Sims PLC

Manufacturing & Industrial: Outlooks & Trends

Bass, Berry & Sims PLC on

As the manufacturing and industrial sectors continue to embrace digital transformation and navigate complex global markets, the year ahead presents both new opportunities and challenges. From evolving data privacy and AI...more

Troutman Pepper Locke

Current Executive Compensation Trends in Private Equity Transactions — Troutman Pepper Podcast

Troutman Pepper Locke on

In this installment of our Employee Benefits and Executive Compensation Considerations in Mergers and Acquisitions podcast series, Troutman Pepper Partners Joshua Gelfand and Michael Crumbock discuss current executive...more

Foley & Lardner LLP

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

Foley & Lardner LLP on

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

Morgan Lewis - ML Benefits

Executive Compensation and Employee Benefits Fallout After Sweeping FTC Ban on Noncompetes: Part 3—Impact on Mergers and...

This is the third part of a multi-part blog post series discussing the implications and fallout from the Final Rule recently adopted by the Federal Trade Commission (FTC), banning the enforcement of almost all noncompete...more

Troutman Pepper Locke

Multiemployer Pension Plans in Mergers and Acquisitions — Troutman Pepper Podcast

Troutman Pepper Locke 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

Mitratech Holdings, Inc

How HR Leaders Can Get The Most Out Of Shrinking Budgets

As HR leaders navigate a business world where ROI is more important than ever, they must adapt to keep up. One crucial element remains at the forefront: the HR budget....more

Williams Mullen

[Webinar] M&A Series: Compensation Trends in M&A Transactions - May 9th, 11:00 am - 11:15 am EDT

Williams Mullen on

Please join Williams Mullen attorneys Nona Massengill and Allison Carlon as they discuss the latest trends in compensation trends in M&A transactions....more

ArentFox Schiff

What Private Companies Need To Consider in 2024: Top 10 Legal Issues

ArentFox Schiff on

Private companies and their owners face ever-evolving challenges as the market sees new regulations, new deal trends, and new risks in 2024. Below are 10 issues that the owners and leaders of privately held companies should...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

A&O Shearman

Pensions: DC trustee agenda update - January 2024

A&O Shearman on

Welcome to our monthly update on current legal issues for trustees of DB and hybrid pension schemes, designed to help you stay up to date with key developments between trustee meetings, and to support the legal update item on...more

A&O Shearman

Pensions: what's new this week - 18 December 2023

A&O Shearman on

Welcome to your weekly update from the Allen & Overy Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions. This week we cover the following topics: This week we...more

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