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Don't get surprised at audit time. Stay compliant when handling the 401(k) or benefits plans of an acquired company.

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

August 15, 2023

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[...]

Retaining records

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

July 22, 2021

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[...]