MYCPE ONE

Managing Retirement Plans in Mergers & Acquisitions: Strategies for Buyers and Sellers 1.5 Credits 1.5 Credits

May 21, 2026, 12:30 PM EDT

Managing Retirement Plans in Mergers & Acquisitions: Strategies for Buyers and Sellers 1.5 Credits 1.5 Credits

  • Steve Abramson

    | CPC, CLU, ChFC

  • Rating

    5

  • Published on

    April, 2026

  • Subject Area

    Finance

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May 21, 2026, 12:30 PM EDT

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Learning Objectives

  • To identify the critical issues that must be addressed when two companies merge or one acquires the other, specifically concerning retirement plans.
  • To know about the various options available to both parties for managing the disposition of their respective retirement plans during mergers and acquisitions.
  • To comprehend the potential compliance challenges that may arise when merging or continuing retirement plans, especially when the acquiring company maintains its plan.
  • To assess the impact of corporate mergers and acquisitions on the existing benefits of employees from both companies, with a focus on their financial well-being and security.

Course Overview

In the intricate landscape of corporate mergers and acquisitions, the handling of retirement plans becomes a critical focal point.

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:

  • Type of Transaction
  • Plan Issues – Questions to be Addressed
  • Disposition of Seller’s Plan
  • Advantages of a Merger
  • Buyer’s Exposure – Stock Sale or Merger
  • Employees

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.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Decision Analysis for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Business and strategic decisions for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible

Additional Information

Credits

1.5

Credits

1.5

Course Level

Advanced

Instructional Method

QAS Self Study

Group Internet Based

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC 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 through its website: www.nasbaregistry.org.

Step into the world of CPA CPE courses with MYCPE ONE. Our online courses make earning your CPA CPE credits simple and stress-free. Covering a variety of topics taught by experienced professionals, we offer the flexibility to learn on your schedule and at your pace. Say goodbye to outdated methods and hello to a smarter way to grow your expertise. Start your journey to professional success with us today!

About Instructor

Steve Abramson

Steve Abramson | CPC, CLU, ChFC

President, APS Pension and Financial

  • 4.4
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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.


On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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 professional organizations 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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

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.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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 accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

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.

Reviews and Ratings

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OM

Owen Mccafferty, CPA (US)

5

Mr. Abramson's presentation was fresh and needed. Thank you for scheduling him. He was a great, experienced speaker.

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Managing Retirement Plans in Mergers & Acquisitions: Strategies for Buyers and Sellers

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