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Mergers and Acquisitions: Employee Benefits Due Diligence Checklist

Date: Wednesday, March 28, 2018
Time: 1:00 - 2:40 pm EST

Sponsored by Lorman Education Services

Registration - Live Webinar Only: $219.00

Registration - Live Webinar Plus CD Recording: $288.00


Learn the key issues and potential liabilities surrounding employee benefit plans as part of a merger, acquisition, or sale of a company.

There are many things that are commonly missed (hidden liabilities) when considering Employee Benefit Plans as part of a merger, acquisition or sale of a company.

These oversights have very expensive consequences. Proper time and attention must be given to Employee Benefit Plans to avoid sabotaging the deal or being tasked with facing the Board after closing to explain a million dollar unexpected liability associated with a missed employee benefit issue.

 This topic will provide you the knowledge necessary to ensure that all potential liabilities associated with employee benefit plans have been adequately addressed in the purchase agreement and prior to closing to avoid unpleasant and extremely expensive surprises.

Learning Objectives:

  • You will be able to discuss why dealing with employee benefit issues before you close the deal can save your job.
  • You will be able to recognize the difference between a defined benefit plan and a defined contribution plan and why it matters from a risk standpoint.
  • You will be able to explain the due diligence required for employee benefit plans.
  • You will be able to review the options for dealing with various employee plans in the purchase agreement and after closing as well as the risks associated with each option.

This Live Webinar Covers These Hot Issues:

Mergers and Acquisitions: Employee Benefit Traps for the Unwary

  • Why Do We Care About Employee Benefit Issues?
  • Where Do We Start?
  • Examining the Documents

Tax Qualified Retirement Plans

  • Defined Benefit
  • Defined Contribution
  • Most Common Failures

Why Do We Care and How Do We Fix It?

  • Terminate the Plans
  • Merge Them Into Existing Plans
  • Maintain Separate Plans

Welfare Plan Issues

  • Group Health Plans

Executive Compensation

  • IRC 409A

Credit Information (Sponsored by Lorman Education Services)

  • CLE
  • CPE

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Instructor Profile:

Patricia Beaty, Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

  • Shareholder in the office of Ogletree, Deakins, Nash, Smoak & Stewart, P.C. focusing exclusively on employee benefit matters
  • Practice emphasizes all aspects of Employee Benefits and Executive Compensation of both retirement and health and welfare plans
  • Conducts regular seminars and workshops on ERISA, Fiduciary Duties, the Affordable Care Act, IRS and DOL Audits, 401(k) Plans, Mergers and Acquisitions, 403(b) plans, 457(b) plans, 457(f) plans and new comparability (cross-tested) plan designs
  • Co-wrote IRS Traded in Your Chevy for a “Cadillac (ac-ac-ac-ac-ac) Tax”: Agency Issues First Guidance on the Implementation Code Section 4980I - April 22, 2015
  • Certified Employee Benefits Specialist (CEBS), American Bar Association Committee on Employee Benefits, Indiana Benefits Conference (past chairperson), Indianapolis Bar Association, American Society of Pension Professionals and Actuaries
  • J.D. degree, Indiana University Robert H. McKinney School of Law; B.S. degree, Ball State University
  • Can be contacted at 317-916-2546 or

(Not available outside the US)