Retirement Plan Due Diligence and Risk Mitigation in M&A Transactions

Retirement plan problems following a merger or acquisition can be costly to fix. Advance planning can avoid problems that might be triggered by a sale or merger and correct existing problems before due diligence begins. Attorney Jason Douthit will discuss key retirement plan concepts and issues that should be considered at the early stages of M&A planning.

• How to spot common retirement plan problems before a company is bought or sold
• Why conducting due diligence early can help avoid big, costly mistakes later
• Simple ways to fix plan issues before they cause trouble during a sale
• What to do after a merger to keep retirement plans legal and running right

Come for the insights, stay for the networking and food. We’ll wrap up the session with a casual lunch and time to connect with your peers.

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Jason Douthit is an ERISA lawyer representing employers, TPAs, and other services providers. His practice is focused on retirement, employee benefit, and nonqualified deferred compensation plans. Jason is a graduate of the University of California Davis School of Law and San Francisco State University, and a member of the Oregon State Bar.

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