• Retirement Plans
• Health and Welfare Plans
• Executive Compensation & Stock Plans
• IRS and DOL Correction Programs
• IRS, DOL, and PBGC Plan Audits
• Fiduciary and ERISA Consulting
• Mergers and Acquisitions
• Plan Consulting for Service Providers to Plan Sponsors

Mergers and Acquisitions

Corporate mergers and acquisitions can create complex employee benefit issues. Or goal is provide our clients with the technical expertise to successfully manage the M&A process while being sensitive to the needs of the acquired company and its employees and acquiring company and its employees.

We have experience in every aspect of a merger and acquisition. We represent and understand the individual needs common to buyers and to sellers.

We have experience with:

• Developing an employee benefits strategy at the beginning of a decision to acquire or merge with another business.
• Negotiating the employee benefit provisions of the deal
• Advising on due diligence issues and making sure all hidden liabilities are exposed
• Handling post-closing matters for the acquiring company such as managing the acquired plans (compliance, changes in plan provisions, and amending plans for benefit uniformity), employee communications, and preparing IRS and DOL filings
• Handling post-closing matters for the selling company