Mergers & Acquisitions

• Due diligence review and disclosure
• Retirement and Welfare Benefit Plan compliance pre and post transaction
  • Maintenance of ongoing plan
  • Freeze plan
  • Partial plan termination
  • Plan termination

• Explore alternatives for the buyer or seller associated with the existing retirement or welfare benefit plan of the buyer or seller
  • Maintain
  • Merge
  • Terminate
• ERISA transaction support for M&A attorneys or CPAs
• Merger or acquisition of overfunded and underfunded defined benefit plans