Mergers and Acquisitions

There is a lot to think about when buying another company. Retirement plans are not normally something on the list. Your corporate structure and type of acquisition can have a significant impact on your retirement plan and the options you have. Whether you are merging with or buying another company, those business relationships create both challenges and opportunities for your retirement plan. SetAway's staff has the expertise to work through the details and layout your options in an easy to understand way. We are here to review your plan(s), understand your goals and provide our expert advice.

Don’t Be Locked Down: Review your retirement plan options before the merger or acquisition is finalized

Services Include:

Provide a comparison of the acquired firm’s plan provisions with your retirement plan
Perform a compliance review to provide solutions in advance of a plan merger to ensure a smooth transition
Work diligently with all parties to ensure the intended outcome is documented and executed
Assist in developing transition timelines and participant communication plans