Managing benefits through a merger or acquisition

The impact of a merger or acquisition on retirement and benefit plans can be substantial. Navigating the transition successfully requires careful planning and strategy — with a need to evaluate and understand all the implications of the deal in terms of benefits strategy, plan design, cost and compliance.


In this paper, you will find:

  • An overview of the challenges benefits administrators may face during a merger or acquisition
  • The four steps to a successful combined benefits program evaluation and rollout
  • Key actions benefits administrators may want to take during the process
  • Ways Bank of America can help enhance a company’s workplace benefits, including:
    - Retirement
    - Equity
    - Health Savings
    - Employee Banking

Read our paper for a more in-depth look at these findings.

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