Navigating Retirement Plans through Mergers and Acquisitions
Online Workshop
Navigating Retirement Plans through Mergers and Acquisitions is an online workshop 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 benefit plans, including any updates from the SECURE 2.0 Act, ARPA, CAA and more. In this two-hour training, instructor Ilene H. Ferenczy, J.D., APA, CPC, will lead attendees through these critical issues, preparing them to face the challenges of navigating their benefit plans and assisting plan participants throughout a merger or acquisition.
Attendees of this training will be lead through:
- Types of mergers and acquisition transactions and their impact on retirement plans.
- Due diligence issues
- Purchase agreement considerations and post-closing transactions
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
Join the Foundation!
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.
Our registration policies have changed. Learn more.