PC04 -Benefit Plan Mergers Workshop
New Orleans, LA
October 25, 2026 8:00 AM - 1:00 PM
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:
1. What are some of the most commonly faced issues in administrative, implementation and compliance practices?
2. What other pitfalls should be avoided?
3. What governance practices must be established before exploration?
4. What are the best practices in implementation?