Navigating Retirement Plans Through Mergers and Acquisitions

Navigating Retirement Plans Through Mergers and Acquisitions
Author: International Foundation of Employee Benefit Plans
Item #: 24V04VILT

Live Event—Tuesday, April 23 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 employee benefit plans during the merger and acquisition process. Plan administrators and human resources professionals need to be prepared to meet all ERISA and IRS requirements for their benefit plans, including any updates from the SECURE 2.0 Act, ARPA, CAA and more. In this two-hour training, instructor Ilene H. Ferenczy, J.D., APA, CPC, will lead attendees through these critical issues, preparing them to face the challenges of navigating their benefit plans and assisting plan participants throughout a merger or acquisition.