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Retirement Plan › 401k › 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

Fisher Phillips

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

Fisher Phillips on

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

Morgan Lewis - ML Benefits on

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

Lowenstein Sandler LLP on

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

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

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

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

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Schwab to buy TD Ameritrade

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

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

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

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

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Rosenbaum Law Firm Review - April 2018

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

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

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