Navigating Retirement Plans Through Mergers and Acquisitions

March 25, 2025 | 12:00 PM - 2:00 PM ET

Online Workshop

This program will provide practical knowledge and up-to-date information on legal and tax compliance issues for employee benefit plans during the merger and acquisition process. Plan administrators and human resources professionals must be prepared to meet all ERISA and IRS requirements for their benefit plans, including any updates from the SECURE Act 2.0, ARPA, CAA and more. In this two-hour training, instructors Sherri Boutwell, J.D., and Katrina Veldkamp, J.D., will lead attendees through these critical issues, readying them to face the challenges of navigating their benefit plans and assisting plan participants throughout a merger or acquisition.

Virtual Instructor-Led Training

Virtual instructor-led courses are interactive programs designed to give you the knowledge needed to be better in your role. Courses are hosted in Zoom and require participants to enable the microphone and camera on their device. These courses have limited spots available to simulate a classroom environment and make it easier for those attending to have meaningful engagement with the curriculum.

Who Should Attend

  • Those who handle the retirement plans and benefits for their participants.
  • Plan administrators and human resource professionals in charge of meeting requirements for their plans.

Instructor

Pricing

$195.00

US Member

$265.00

US Non-member

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Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit www.cebs.org/compliance for additional information.

Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our website at www.ifebp.org/education---events/continuing-education-credit.

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