Mergers, Acquisitions & Related Company Analysis

Corporate structure can have a significant impact on all employee benefit plans, including your 401(k) plan or defined benefit plan.  Since the rules were created to prevent perceived abuses, there can be unintended consequences for well-intentioned companies. The DWC team is well-versed enough in the nuances and is ready to help you navigate the situation.

Mergers, Acquisitions, & Related Company Analysis | DWC
Proactivity is the name of our game. We look for the impacts corporate structure can have on your company’s benefit plans and we review it every year. Anything we find, we bring to your attention to help you make the most of the opportunities presented. 

Don't Let Your 401(k) Plan Get Lost in the Corporate Shuffle

Whether you are merging with or buying another company or currently have ownership in several companies, those business relationships create both challenges and opportunities for your retirement plan.  DWC's staff has the expertise to work through the details, make sense of it all, and communicate with you in an understandable way.

We are here to review your plan(s), understand what you want to accomplish, and then work with everyone to get from point A to point B.  And since this is not a "one and done" analysis, we will review the ownership structure each year as part of our ongoing compliance services to help you stay ahead of the curve.

What We Do

  • Review existing plans to identify similarities and differences
  • Perform a compliance review in advance of plan mergers so that any issues can be addressed ahead of time
  • Work with attorneys and/or other professionals to ensure the intended outcome is documented
  • Assist in developing transition timelines and participant communication plans

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