Mergers and Acquisitions

Employee Benefits Due Diligence for Mergers and Acquisitions
MergersWe have a comprehensive review and assessment process in place for merger and acquisition due diligence. It includes:

  • Data Collection for census, SPDs, reports, and calculations
  • Investment policy and performance review
  • Assessment of Plan Compliance with applicable laws
  • Review of Plan Communications
  • Evaluation and Projections of Accounting and Funding costs and liabilities pre and post-acquisition
  • Analysis of alternatives for merging and spinning off plans
  • Analysis of benefits which must be preserved based on applicable IRS rules