Don't Let the Qualified Plans Blow Up Your M&A Transactions
Sullivan & Worcester hosted a Tax Briefings seminar, "Don't Let the Qualified Plans Blow Up Your M&A Transactions," on November 16, 2016, led by Joseph B. Darby III, David Guadagnoli and Lewis Segall.
This program covered a variety of real-life examples and issues that affect qualified plans in M&A transactions, including:
- 401(k) plan terminations gone bad
- the use of plan-to-plan transfers to satisfy business objectives and avoid undesirable results
- practical considerations in loan rollovers
- plan document considerations
The program also offered a refresher on the mechanics of M&A transactions.