Employee Benefits Due Diligence for Mergers and Acquisitions

Mergers and acquisitions have a lot of moving parts. Our comprehensive review and assessment process for merger and acquisition due diligence includes:

  • Data Collection for census, SPDs, reports, and financial results;
  • Assessment of Plan Compliance with applicable laws;
  • Review of Plan Communications;
  • Evaluation and Projections of Accounting and Funding costs and liabilities pre- and post-acquisition.
  • Analysis of alternatives for merging and eliminating plans;
  • Analysis of benefits which must be preserved based on applicable IRS rules.

Trust our team of experts to guide you through the complexities and regulations that surround mergers and acquisitions.