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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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