M&A 101: An Introduction to the Concepts and Requirements for Mergers & Acquisitions in Employee Benefits

M&A 101: An Introduction to the Concepts and Requirements for Mergers & Acquisitions in Employee Benefits

Description:

The requirements of employee benefits plans can easily be overlooked or altogether disregarded during a merger or acquisition (M&A) transaction, to the peril of an unsuspecting buyer or seller. This could result in the parties’ failure to comply with a bevy of laws and regulations governing employee benefit plans. These exposures can be incredibly costly, time consuming to investigate and correct, and may even make a transaction regrettable.
In this webinar, we will discuss the high level components of benefits compliance issues that may arise during an M&A, including:

  • Why does it matter if the M&A transaction is a stock or an asset transaction?
  • How do the terms of the Purchase Agreement effect the transition of benefits to the buyer?
  • What are the pros and cons of merging benefits plans?
  • What steps are necessary to avoid forming a MEWA?
  • What are the advantages and disadvantages of terminating a seller’s Health FSA?
  • What are the approaches to continuing a seller’s Health FSA?
  • Who is responsible for sending COBRA Election Notices to the seller’s employees?
  • Who will be responsible for the benefit plan reporting for Form 5500s, Form M-1s, ACA Employer Information Reporting, and other post-transaction closing?

 

Speakers:

Nicole Fender (S)
Jason Sheffield (S)
Marie Smith (M)

Time

August 28, 2024 1:00 PM in Eastern Time (US and Canada)

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Table of Contents

19[1]
Captives 101: An Introduction to Captives in the Employee Benefits Arena
Description: An introduction to the captive vehicle for employer sponsored employee benefits… Speakers: Nick...
18[1]
PEO 101: Understanding the dynamics of PEO Offerings and Employer Lessons Learned from PEO Exits
Description: Engaging a Professional Employer Organization (PEO) is an important business strategy for...
17[1]
ERISA 108: Spouses, Dependents, and Adult Dependents – Age and Relationship Considerations in Employee Benefits
Description: Age considerations in ERISA and the Tax Code related to rights and restrictions in the instance...
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