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Don’t Forget About Me – Retirement Plans During Mergers and Acquisitions

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By Scott McCarthy

Every day companies large and small make decisions to combine forces. In fact, in 2018, there were nearly 15,000 mergers or acquisitions spanning all major industry sectors. A crucial aspect of any merger or acquisition – and one that is often neglected until late in the process – is the handling of qualified retirement plans.

These transactions can be complicated, so don’t make the mistake of ignoring the impact to the retirements plans until late in the transaction. Join Scott as shares insights into key considerations and options during M&A. 

Author

Scott McCarthy

Scott directs Pentegra’s Client Transition operations, where new business implementation and plan conversions take place ensuring that the first step in the client experience is successful. Scott and his team have successfully converted hundreds of plans with varying demographics and plan parameters from a variety of providers.