Navigating Retirement Plans through Mergers and Acquisitions

April 23, 2024 12:00 PM - 2:00 PM ET

Online Workshop

Navigating Retirement Plans through Mergers and Acquisitions is an online workshop will provide practical knowledge and up-to-date information on legal and tax compliance issues for employee benefit plans during the merger and acquisition process. Plan administrators and human resources professionals need to be prepared to meet all ERISA and IRS requirements for their benefit plans, including any updates from the SECURE 2.0 Act, ARPA, CAA and more. In this two-hour training, instructor Ilene H. Ferenczy, J.D., APA, CPC, will lead attendees through these critical issues, preparing them to face the challenges of navigating their benefit plans and assisting plan participants throughout a merger or acquisition.

Attendees of this training will be lead through:

  • Types of mergers and acquisition transactions and their impact on retirement plans.
  • Due diligence issues
  • Purchase agreement considerations and post-closing transactions

Virtual Instructor-Led Training

Virtual instructor-led courses are interactive programs designed to give you the knowledge needed to be better in your role. Courses are hosted in Zoom and require participants to enable the microphone and camera on their device. These courses have limited spots available to simulate a classroom environment and make it easier for those attending to have meaningful engagement with the curriculum.

Who Should Attend
  • Those who handle the retirement plans and benefits for their participants.
  • Plan administrators and human resource professionals in charge of meeting requirements for their plans.




US Member


US Non-member

Continuing education (CE) credit for professional licenses, designations and certifications MAY be available for attendance at live sessions. You must request CE credit on your program registration at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit for additional information.

Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our website at

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