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Navigating Retirement Plans Through Mergers and Acquisitions

  • Writer: Boutwell Fay
    Boutwell Fay
  • Mar 10
  • 1 min read

Navigating Retirement Plans Through Mergers and Acquisitions

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.





 

Boutwell Fay LLP

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.






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