Benchmark International Blog | 401(K)

Acquiring A New 401(k) Plan In An M&A Transaction

Posted on January 18, 2022 By Benchmark International in Benchmark International + Mergers and Acquisitions + strategy + M&A Trends + Exit planning + plan ahead + exit strategy + growth strategy + #SellerPreparingSale + #Seller + business owners + 2022 + 401(K)

There are basically four possible outcomes for retirement plans in an M&A deal:

The plans of both companies are merged.
The plan at the acquired company is terminated.
Both plans from both companies are maintained.
The plan from the acquired company is frozen.

So, what do you need to know if these circumstances apply to a deal that you are involved in?

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Tags: Benchmark International, Mergers and Acquisitions, strategy, M&A Trends, Exit planning, plan ahead, exit strategy, growth strategy, #SellerPreparingSale, #Seller, business owners, 2022, 401(K)

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