M&A 101: An Introduction to the Concepts and Requirements for Mergers & Acquisitions in Employee Benefits

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28 Aug

M&A 101: An Introduction to the Concepts and Requirements for Mergers & Acquisitions in Employee Benefits

M&A 101: An Introduction to the Concepts and Requirements for Mergers & Acquisitions in Employee Benefits

Wednesday, August 28, 2024 (12:00 AM to 11:59 PM)
1 PDCs
Provider: Baldwin Risk Partners
Course Name: M&A 101: An Introduction to the Concepts and Requirements for Mergers & Acquisitions in Employee Benefits

Speaker: Nicole Fender & Keri Shepherd
Program Type: Videoconferences, webcasts, audiocasts, podcasts, eBooks, self-directed E-Learning
Registration URL: https://baldwinriskpartners.com/ma-101-an-introduction-to-the-concepts-and-requirements-for-mergers-acquisitions-in-employee-benefits/

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In this webinar, we will discuss the high level components of benefits compliance issues that may arise during an M&A, including: Why does it matter if the M&A transaction is a stock or an asset transaction? How do the terms of the Purchase Agreement effect the transition of benefits to the buyer? What are the pros and cons of merging benefits plans? What steps are necessary to avoid forming a MEWA? What are the advantages and disadvantages of terminating a seller’s Health FSA? What are the approaches to continuing a seller’s Health FSA? Who is responsible for sending COBRA Election Notices to the seller’s employees? Who will be responsible for the benefit plan reporting for Form 5500s, Form M-1s, ACA Employer Information Reporting, and other post-transaction closing?

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The requirements of employee benefits plans can easily be overlooked or altogether disregarded during a merger or acquisition (M&A) transaction, to the peril of an unsuspecting buyer or seller. This could result in the parties’ failure to comply with a bevy of laws and regulations governing employee benefit plans. These exposures can be incredibly costly, time consuming to investigate and correct, and may even make a transaction regrettable. In this webinar, we will discuss the high level components of benefits compliance issues that may arise during an M&A.