Navigating Health and Welfare Benefits Through Mergers and Acquisitions
- Boutwell Fay
- Mar 10
- 1 min read

Navigating Benefit Plans 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.

Boutwell Fay is a leading law firm specializing in employee benefits and ERISA.
With a focus on providing customized solutions and exceptional client service, we help businesses navigate the complexities of employee benefit plans. Our team of experienced attorneys is dedicated to delivering results that exceed our clients' expectations.
CA 949-660-0481
NY 332.900.2550