Although we are some of the last to know about corporate transactions, we are expected to solve the qualified plan issues caused by those transactions. This session will explore some of the most common issues that arise as a result of transactions (e.g., disparate contribution structures, multiple recordkeepers, nondiscrimination issues, etc.) and practical solutions for solving those issues.
Understand the impacts of the transaction type (spin-off, merger, asset vs. stock deal) on the qualified retirement plans
Become familiar with the most common issues that arise in qualified plans post-close