Learn the key issues and potential liabilities surrounding employee benefit plans as part of a merger, acquisition, or sale of a company.
There are many things that are commonly missed (hidden liabilities) when considering Employee Benefit Plans as part of a merger, acquisition or sale of a company. These oversights have very expensive consequences. Proper time and attention must be given to Employee Benefit Plans to avoid sabotaging the deal or being tasked with facing the Board after closing to explain a million dollar unexpected liability associated with a missed employee benefit issue. This topic will provide you the knowledge necessary to ensure that all potential liabilities associated with employee benefit plans have been adequately addressed in the purchase agreement and prior to closing to avoid unpleasant and extremely expensive surprises.
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Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Mergers and Acquisitions: Employee Benefit Traps for the Unwary
- Why Do We Care About Employee Benefit Issues?
- Where Do We Start?
- Examining the Documents
Tax Qualified Retirement Plans
- Defined Benefit
- Defined Contribution
- Most Common Failures
Why Do We Care and How Do We Fix It?
- Terminate the Plans
- Merge Them Into Existing Plans
- Maintain Separate Plans
Welfare Plan Issues
- Group Health Plans
- COBRA
Executive Compensation
- IRC 409A
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Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on March 28, 2018.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Patricia Beaty
Taft Stettinius & Hollister, LLP
- Partner in the office of Taft Stettinius & Hollister, LLP focusing exclusively on employee benefit matters
- Practice emphasizes all aspects of employee benefits and executive compensation of both retirement and health and welfare plans
- Conducts regular seminars and workshops on ERISA, fiduciary duties, the Affordable Care Act, IRS and DOL audits, 401(k) plans, defined benefit plans, cash balance plans, health and welfare plans, mergers and acquisitions, 403(b) plans, 457(b) plans, 457(f) plans and new comparability (cross-tested) plan designs
- Certified employee benefits specialist (CEBS), American Bar Association Committee on Employee Benefits, Indiana Benefits Conference (past chairperson), Indianapolis Bar Association, American Society of Pension Professionals and Actuaries
- J.D. degree, Indiana University, Robert H. McKinney School of Law; B.S. degree, Ball State University
- Can be contacted at 317-713-3533 or [email protected]
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Why Lorman?
Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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