Navigating Health and Wellness Benefits Through Mergers and Acquisitions

Navigating Health and Wellness Benefits Through Mergers and Acquisitions
Author: International Foundation of Employee Benefit Plans
Item #: 24V03VILT

Live Event—Wednesday, April 24 from 12:00 to 2:00 p.m. ET

Courses are hosted in Zoom and require participants to enable the microphone and camera on their device.These courses have limited spots available to simulate a classroom environment and make it easier for those attending to have meaningful engagement with the curriculum.

Team Registrations: To register your team, contact us at Use this page only to register yourself, or an individual, for the workshop.

This online workshop will provide practical knowledge and up-to-date information on legal and tax compliance issues for health and welfare plans during the merger and acquisition (M&A) process. Plan administrators and human resources professionals need to be prepared to meet all ERISA and IRS requirements for their health and welfare plans as well as handle transitions of coverage. In this training, instructors Sherrie Boutwell and Katrina Veldkamp will lead attendees through critical issues, including types of M&A transactions and their impact on health and welfare benefits, due diligence issues, purchase agreement considerations and post-closing transitions. Attendees will learn about substantive issues and new developments that impact health and welfare plans, including the Affordable Care Act, Mental Health Parity and Addiction Equity Act compliance, transparency in coverage requirements under the CAA, cafeteria plans, COBRA, keeping tax-favored status and more.