Corporate mergers and acquisitions can create complex employee benefits issues. Because we are familiar with a full range of plan types and operations, we have a feel for the practical as well as the technical issues related to a transaction. We also are sensitive to the practical complications that can arise following the closing of a merger or acquisition.

We have extensive experience in all aspects of the affects that a merger and acquisition has on employee benefits. We represent buyers and sellers, companies of all sizes, and banks that are acting as plan trustees in these transactions.

Our services include assisting clients with:

  • Developing an employee benefits strategy at the beginning of a decision to acquire or merge
  • Negotiating the employee benefits provisions of the deal
  • Advising on due diligence issues
  • Handling post-closing matters (for the acquiring company) such as managing the acquired plans (compliance, changes in plan provisions and amending plans for benefits uniformity), employee communications and preparing Internal Revenue Service and Department of Labor filings

If you'd like to know more

For more information regarding this area of the our practice, please contact Ben Spater, Mary Powell,  Kevin Nolt, Robert Gower or Katuri Kaye.

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