Navigating Health and Welfare Benefits Through Mergers and Acquisitions
March 26, 2025 1:00 PM - 3:00 PM
Online Workshop
Navigating Health and Welfare Benefits Through Mergers and Acquisitions 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 need to be prepared to meet all ERISA and IRS requirements for their health and welfare plans as well as handle transitions of coverage.
Attendees of this training will be lead through:
- Types of mergers and acquisition transactions and their impact on health and welfare benefits.
- Due diligence issues
- Purchase agreement considerations and post-closing transactions
Substantive issues and new developments that impact health and welfare plan, including the Affordable Care Act, Mental Health Parity and Addiction Equity Act compliance, transparency in coverage requirements under the CAA, cafeteria plans, COBRA, keeping tax-favored status, and more.
About Our Wellness Leader Presentation Workshops
The Wellness Alliance offers these workshops bi-monthly as part of its Wellness Balanced Health Observance Toolkits, providing members with an additional resource to support a highlighted Health Observance. Members who participate in the live workshop receive the PowerPoint slides, complete with facilitator notes, as well as tips for delivering an engaging wellness presentation.
Who Should Attend
- Those who handle the health and welfare plans for their participants, including the transfer of coverage
- Plan administrators and human resource professionals in charge of meeting requirements for their plans.
Instructors
Pricing
US$195.00
Member
US$265.00
Nonmember
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More than 31,000 members rely on the Foundation to provide comprehensive health care, pension, fiduciary responsibility, investment, retirement security and other benefits education. Get discounts on educational events, resources to support you in your work, and a community of peers who face the same challenges as you.
Learn More
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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