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Got M&A? Don’t forget to consider 401(k) plans in your merger or acquisition.

Got M&A? Don’t forget to consider 401(k) plans in your merger or acquisition.

by cpaadmin | Aug 15, 2023 | 401k Compliance, Merger & Acquisitions, Record Retention, Uncategorized

Don’t get surprised at audit time. Stay compliant when handling the 401(k) or benefits plans during a merger or acquisition. Merging or holding companies? Buying a business? “What will happen to our 401(k)?” is a question that rarely comes up. But the last...
M&A and record retention: what plan sponsors need to know

M&A and record retention: what plan sponsors need to know

by cpaadmin | Jul 22, 2021 | 401k Audit Firm, 401k Plan Audit, 401k Plan Audit Documentation, Merger & Acquisitions, Plan Sponsors, Record Retention, Retirement Plan

Congratulations to your organization, on selling (or buying) a business!  Now comes the fun part: Figuring out what to do with all of those employee records. When you’re a 401(k) retirement plan sponsor, the question of what to retain through the merger and...

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