Managing Retirement Plans in Mergers & Acquisitions: Strategies for Buyers and Sellers 2 Credits
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In the intricate landscape of corporate mergers and acquisitions, the handling of retirement plans becomes a critical focal point.Â
We will address the intricate issues that demand meticulous attention when companies embark on mergers or acquisitions. A central focus is placed on retirement plans and the strategies required to address potential unknown liabilities that may surface during the acquisition process. Attendees will gain valuable insights into the myriad options available to both parties involved in these corporate transitions. This includes comprehensive guidance on how to manage the disposition of their respective retirement plans. Additionally, the program dives into the critical area of compliance, shedding light on the potential regulatory challenges that can emerge when merging or continuing retirement plans under the umbrella of a buying company that maintains its retirement plan.
Recognizing the vital role employees play in any organization, the program takes an employee-centric perspective. It delves into the significant impact of these corporate changes on existing benefits, with a particular focus on the well-being and financial security of employees from both merging companies.
Effectively managing retirement plans during mergers and acquisitions is not only a financial imperative but also a crucial aspect of ensuring employee satisfaction and engagement. This course equips participants with the knowledge, tools, and strategies required to navigate the complexities of retirement plan integration seamlessly, fostering a successful and harmonious transition during corporate consolidation.
Major Topics Covered:
Join this CPE Finance Webinar it is meticulously tailored to tackle the multifaceted challenges that arise when two companies merge or when one acquires the other, particularly concerning retirement plans.
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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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A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
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.
Mr. Abramson's presentation was fresh and needed. Thank you for scheduling him. He was a great, experienced speaker.
MH
Very informative webinar!
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