Employee Benefits Due Diligence for Mergers and Acquisitions
We 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