Navigating Retirement Plans Through Mergers and Acquisitions
March 25, 2025 | 1:00-3:00 p.m. 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.
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.
What You Will Learn
- Asset Transactions
- Stock Transactions
- Company Mergers
- Sales of Subsidiaries
- Plan Mergers and Spinoffs (including new rules regarding grandfathering exemption from Mandatory Automatic Enrollment)
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
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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