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
- IRS Releases Rev. Proc. 2014-61 Addressing FSA and Transportation Benefit Limits for 2015
SONYA M. GORDON, October 2014 — On October 30, the Internal Revenue Service (“IRS”) released its annual inflation adjustment guidance for over 40 federal tax provisions, including annual contribution limits for tax-qualified health flexible spending arrangements (“Health FSAs”) and monthly limits for qualified transportation benefits. These and the other tax adjustment limits were covered in […]READ MORE
- Safe Harbor 401(k) Plans: Additional Windsor Implementation Guidance
On May 15, 2014, the Internal Revenue Service (“IRS”) issued Notice 2014-37, providing guidance concerning mid-year amendments to safe-harbor 401(k) and safe-harbor 401(m) plans reflecting the U.S. Supreme Court’s decision in United States v. Windsor, which invalidated Section 3 of the Defense of Marriage Act (“DOMA”). Notice 2014-37 follows the April release of Notice 2014-19, […]READ MORE
- New IRS Relief Allows Form 8955-SSA to be Filed Late through the Delinquent Filer Voluntary Compliance Program (DFVCP)
The Internal Revenue Service (the “IRS”) has provided relief to late annual report filers through Notice 2014-35, which allows the Form 8955-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits, to be filed late without late filing penalties. Prior to the 2009 plan year, the information reported on Form 8955-SSA was filed with […]READ MORE