ERISA Retirement Plan Successor Liability: Due Diligence Strategies for Stock Sales, Mergers and Other Asset Sales
Recording of a 90-minute premium CLE webinar with Q&A
This CLE course will arm ERISA counsel with techniques necessary to avoid retirement plan successor liability in M&A deals. Our experienced panelists will discuss due diligence strategies for uncovering benefit plan liabilities in stock sales, mergers and asset sales.
- Due diligence investigation
- Considerations in stock sales and mergers
- Considerations in asset sales
The panel will review these and other key issues:
- What documents and data should the acquirer request from the seller when investigating a company’s retirement plan?
- What special considerations must be made in a stock sale to avoid retirement plan successor liability?
- What special considerations must be made in asset sales to avoid retirement plan successor liability?
- What protective options are available to the buyer with respect to the seller’s retirement plan? How should the buyer decide which option is best?
Robert M. Cipolla
Mr. Cipolla assists a wide variety of clients including public, private, tax-exempt and governmental entities on... | Read More
Mr. Cipolla assists a wide variety of clients including public, private, tax-exempt and governmental entities on qualified retirement plans, health and welfare plans, executive compensation, and other related benefit matters. He regularly provides advice on the employee benefit aspects of M&As and helps clients assimilate those plans and workforces following such transactions. Mr. Cipolla regularly speaks at employee benefit programs, presentations and conferences.Close
Taylor Wedge French
Mr. French's employee benefits practice covers a wide-range of traditional executive compensation and employee... | Read More
Mr. French's employee benefits practice covers a wide-range of traditional executive compensation and employee benefits matters along with a variety of inter-disciplinary practice areas and industries that are affected by executive compensation and employee benefits laws. He works with clients to design, implement and maintain equity compensation plans, long-term incentive plans, bonus programs and non-qualified deferred compensation arrangements for executives, employees and non-employee directors. He has extensive experience in the creation and maintenance of all manner of tax-qualified retirement plans and advises and negotiates executive compensation and employee benefits matters relating to private equity, mergers and acquisitions, and other corporate transactions.Close