Outside Publication

Not Done Yet—Employee Benefits Plan Transition and Integration Decisions Continue After M&A Transactions Close, Lexis Practical Guidance

January 24, 2024

Partner Patrick Rehfield and senior attorney Carley Clark wrote an article for Lexis Practical Guidance outlining the many considerations given to transition and integrate qualified defined contribution retirement plans and health and welfare plans once a deal has closed. As Patrick and Carley note, “For the folks responsible for employee benefits matters, whether it be the CEO, CFO, comptroller, or human resources team, the real work after a merger or acquisition may be just beginning.”

Read the full Lexis Practical Guidance article >>