Impact of Mergers and Acquisitions on Retirement Plans 2 Credits
Learning mode
Mergers and acquisitions of companies are usually driven by economic or strategic reasons. The benefits plans are an afterthought but can wreak financial havoc if not planned carefully before the transaction is complete.
Companies that are parties to a corporate merger or acquisition must consider legal and practical issues under the Internal Revenue Code (IRC) and the Employee Retirement Income Security Act of 1974 (ERISA) relating to the qualified retirement plans involved in the transaction.
Significant liabilities on both the buyer and seller side of a transaction can result if the parties do not consider the scope of these issues and the potential impact on the purchase price of the transaction during due diligence.
Mergers and Acquisitions present a host of challenges and questions in the retirement plan arena. The many variations on the word “acquisition” don’t help provide clarity for the practitioner. this CPE course will address the issues that must be addressed when two companies merge, or one acquires the other concerning their retirement plans, and how to deal with potential unknown liabilities on behalf of the Buyer in an acquisition.
This CPE Webinar on Finance will review many of the issues and provide practical solutions by covering the following major topics:
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Retirement Planning for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 2 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 2 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Retirement Planning for CIPM | 2 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Retirement Planning for Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 2 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 2 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Retirement Planning for CIPM | 2 PL | Eligible |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services. For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer. Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently in the process of being updated with the 8th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002. A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March 2005. The second edition of this book was released in 2008.
Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
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After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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