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Mergers and Acquisitions: Employee Benefits Due Diligence Checklist - Webinar

  • ID: 4464280
  • Webinar
  • March 2018
  • Region: Global
  • 100 Minutes
  • Lorman Business Center, Inc.
Learn the key issues and potential liabilities surrounding employee benefit plans as part of a merger, acquisition, or sale of a company.

There are many things that are commonly missed (hidden liabilities) when considering Employee Benefit Plans as part of a merger, acquisition or sale of a company. These oversights have very expensive consequences. Proper time and attention must be given to Employee Benefit Plans to avoid sabotaging the deal or being tasked with facing the Board after closing to explain a million dollar unexpected liability associated with a missed employee benefit issue. This topic will provide you the knowledge necessary to ensure that all potential liabilities associated with employee benefit plans have been adequately addressed in the purchase agreement and prior to closing to avoid unpleasant and extremely expensive surprises.

Learning Objectives
  • You will be able to discuss why dealing with employee benefit issues before you close the deal can save your job.
  • You will be able to recognize the difference between a defined benefit plan and a defined contribution plan and why it matters from a risk standpoint.
  • You will be able to explain the due diligence required for employee benefit plans.
  • You will be able to review the options for dealing with various employee plans in the purchase agreement and after closing as well as the risks associated with each option.
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Mergers and Acquisitions: Employee Benefit Traps for the Unwary
  • Why Do We Care About Employee Benefit Issues?
  • Where Do We Start?
  • Examining the Documents
Tax Qualified Retirement Plans
  • Defined Benefit
  • Defined Contribution
  • Most Common Failures
Why Do We Care and How Do We Fix It?
  • Terminate the Plans
  • Merge Them Into Existing Plans
  • Maintain Separate Plans
Welfare Plan Issues
  • Group Health Plans
  • COBRA
Executive Compensation
  • IRC 409A
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Patricia Beaty - Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
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This webinar is designed for attorneys, presidents, vice presidents, CPAs, finance executives, business owners and managers, controllers, real estate professionals and financial planners.
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