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    Mergers & Acquisitions Blog

    Retirement Plan Eligibility Mistakes That Can Surface in M&A Transactions

    [fa icon="calendar'] Apr 15, 2019 7:00:33 AM / by Wendy Gilligan posted in M&A, Mergers and Acquisitions

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    Retirement plan eligibility mistakes are on the IRS list of the top 10 most common retirement plan errors. According to the IRS, this mistake most often surfaces as a result of a merger or acquisition. In this podcast Wendy Gilligan discusses retirement plan eligibility errors and why they are so common in M&A deals.

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    Doing M&A Due Diligence In Phases Lets You Decide How Much Review Is Enough

    [fa icon="calendar'] Mar 13, 2019 5:23:02 AM / by Wendy Gilligan

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    The deal lawyers we work with appreciate having ERISA counsel with serious transaction experience on their side. We understand that deal cost and time have to be kept in check. Our phased approach to employee benefits diligence puts you and your client in control of how much review is enough. In this podcast Wendy Gilligan discusses the process.

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    Failure to File a Form 5500: An Expensive Problem To Acquire

    [fa icon="calendar'] Jan 30, 2019 4:35:00 PM / by Wendy Gilligan

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    In a merger or acquisition, late or never-filed Form 5500s can be an expensive benefits problem to acquire and a sign there may be other issues with the company's benefits plan.

    In this podcast, Wendy Gilligan shares some helpful general information for buyers and sellers.


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    The Affordable Care Act During M&A Due Diligence

    [fa icon="calendar'] Dec 5, 2018 2:12:09 PM / by Jim Paul

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    The Affordable Care Act is still a concern during an M&A transaction. In this podcast, Jim Paul explains why.

     

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    Withdrawal Liability: Heavenly Hana LLC v. Hotel Union & Hotel Industry of Hawaii Pension Plan

    [fa icon="calendar'] Jun 7, 2018 2:19:06 PM / by Wendy Gilligan posted in Mergers and Acquisitions

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    In what should serve as a clear warning to buyers acquiring assets involving multiemployer pension plans (MEPs), the Ninth Circuit Court of Appeals' June 1 decision put the onus on buyers to ensure that withdrawal liability is accounted for during an asset sale.

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    Employee Benefits Plans in Mergers And Acquisitions

    [fa icon="calendar'] Apr 12, 2018 9:00:00 AM / by Ken Ruthenberg posted in M&A, Mergers and Acquisitions

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    When businesses are bought, sold, merged, or reorganized into or out of existence, qualified retirement plans must be dealt with. This article provides an overview of some of the most common decisions faced by both buyers and sellers, acquirers and target companies; that is, what to do with the retirement plans of the company being acquired.

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