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