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Case Studies in Mergers and Acquisitions
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 Export to Your Calendar 6/8/2017
When: Thursday, June 8, 2017
11:00 A.M. - 12:40 P.M. CT
Where: United States
Contact: NIPA Headquarters
(800) 999-6472


Online registration is available until: 6/8/2017
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Case Studies in Mergers and Acquisitions
Presented by: Virginia K. Sutton, QKA, Consultant; Account Executive, VKS Consulting; Johnson & Dugan Insurance Services Corp.
Presentation Date: Thursday, June 8, 2017
Presentation Time: 11:00 A.M. – 12:40 P.M. CT
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE 


Description: This NIPA webcast will focus on four different merger and acquisition case studies that had a different impact on the 401(k) plans involved. Specifically, Virginia Sutton will examine:

  • How the structure and timing of the transactions impacted the plan sponsor's options for their 401(k) plans
  • How the plan sponsors navigated the process before and after the merger or acquisition transactions
  • How effective communication and timing helped or could have helped with the whole process



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