Impact of Mergers and Acquisitions on Retirement Plans 2 Credits
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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:
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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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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
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.
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.
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.
Very academic and detailed narrative on stock sales in a corporate interest and Section 401 qualified deferred compensation arrangement. Most of the sales I have been involved have been asset sales with liabilities discharged by the seller. This course was very interesting in merger and stock acquisition. The speaker was very methodic and thorough. He respected the constraints of the time allotted. Again, one instance occurred where the polling question was not presented. Another participant and I made note to Sean. Eventually the question popped on the screen. MyCPE.com needs to really consider alternative technology. CPA academy and the AICPA courses have had no incidences that I attended. Great speakers and content but the polling is no fun. Thanks.
HO
The session provided valuable information
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