United States

PC04 -Benefit Plan Mergers Workshop

In recent years, the notion of Taft-Hartley plan mergers has gained momentum. Plan trustees, advisors and professionals are weighing the pros and cons of plan mergers to determine the best path forward. This interactive, four-hour session will include scenario planning exercises, and will answer key questions, including:

• What are some of the most commonly faced issues in administrative, implementation and compliance practices? What other pitfalls should be avoided?
• What governance practices must be established before exploration?
• What are the best practices in implementation? 

To be announced soon.