Employee Benefits in Mergers and Acquisitions, 2020-2021 Edition (IL)

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Publisher : Wolters Kluwer Law & Business
ISBN 13 : 1543824536
Total Pages : 820 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis Employee Benefits in Mergers and Acquisitions, 2020-2021 Edition (IL) by : Ilene H. Ferenczy

Download or read book Employee Benefits in Mergers and Acquisitions, 2020-2021 Edition (IL) written by Ilene H. Ferenczy and published by Wolters Kluwer Law & Business. This book was released on 2020-08-14 with total page 820 pages. Available in PDF, EPUB and Kindle. Book excerpt: Employee Benefits in Mergers and Acquisitions This comprehensive, easy-to-use book provides expansive coverage of employee benefits issues that arise as a result of mergers and acquisitions, including analysis of the required legal and tax compliance strategies to avoid costly litigation and the soundest business practices for administering benefits and compensation plans in a merger and acquisition setting. It is intended to guide benefits experts who have little experience with mergers and acquisitions and acquisitions specialists who have little background in benefits administration. The 2020-2021 Edition updates the coverage of legislative and regulatory developments in the past year that affect employee benefits in mergers and acquisitions (M&A), including: Updates of chapters to reflect the Setting Every Community Up for Retirement Enhancement (SECURE) Act and the Coronavirus Aid, Relief, and Economic Security (CARES) Act legislation and their impact on plans of companies involved in M&A transactions, as well as guidance published by the Departments of Treasury and Labor in relation to these changes Discussion of the impact of the Main Street Employee Ownership Act on employee stock ownership plan lending Explanation of how the SECURE Act changes make it easier to modify safe harbor 401(k) plans to accommodate changes caused by a transaction Analysis of funding issues for closely held businesses with Pension Benefit Guaranty Corporation- (PBGC) covered defined benefit plans, and actions that may be taken post-transaction to preserve the ability of a sponsor to terminate an underfunded plan Review of the current status of court challenges to the Patient Protection and Affordable Care Act Explanation of the SECURE Act safe harbor for fiduciaries involved in purchasing annuity products for participants, particularly in a pension plan termination situation Discussion of the availability of the lost participant program by the PBGC for terminated defined contribution plans Continued discussion of the Internal Revenue Service's (IRS's) current rules relating to the availability of individual favorable determination letters for most plans, and recent modifications to those rules Discussion of multiple employer plans (MEPs) and pooled employer plans, how they are affected by a company transaction, and how to terminate a plan's participation in an MEP structure Analysis of how the SECURE Act rules regarding post-year-end plan adoptions and 401(k) safe harbor initiation may offer more options for dealing with transaction-related issues Current updates to PBGC premiums Continued update of the IRS's most recent changes to plan correction programs, particularly the expansion of the self-correction program, and the use of these programs to repair compliance errors found during or occurring in connection with an M&A transaction Note: Online subscriptions are for three-month periods. Previous Edition: Employee Benefits in Mergers and Acquisitions, 2019-2020 Edition ISBN 9781543812534

Employee Benefits in Mergers and Acquisitions

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Publisher :
ISBN 13 : 9781543838633
Total Pages : 810 pages
Book Rating : 4.8/5 (386 download)

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Book Synopsis Employee Benefits in Mergers and Acquisitions by : Ilene H. Ferenczy

Download or read book Employee Benefits in Mergers and Acquisitions written by Ilene H. Ferenczy and published by . This book was released on 2021-08-20 with total page 810 pages. Available in PDF, EPUB and Kindle. Book excerpt: Employee Benefits in Mergers and Acquisitions, 2021-2022 Edition

Employee Benefits in Mergers and Acquisitions, 2019-2020 Edition

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Author :
Publisher : Wolters Kluwer
ISBN 13 : 1543812538
Total Pages : 772 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis Employee Benefits in Mergers and Acquisitions, 2019-2020 Edition by : Ferenczy

Download or read book Employee Benefits in Mergers and Acquisitions, 2019-2020 Edition written by Ferenczy and published by Wolters Kluwer. This book was released on 2019-09-03 with total page 772 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fully-updated to reflect the latest legislation, regulation, and IRS and DOL guidance, the 2019 -2020 Edition of Employee Benefits in Mergers and Acquisitions is designed for both benefits experts who have little experience with mergers and acquisitions issues and mergers and acquisitions specialists who have little background in benefits administration. Comprehensive, yet easy-to-use, it provides the expert guidance you need to help ensure legal and tax compliance--and avoid costly litigation and penalties--as you work to integrate and administer the employee benefits programs of two or more companies. Written by recognized authority Ilene H. Ferenczy, and a team of noted experts, Employee Benefits in Mergers and Acquisitions, 2019-2020 Edition has been updated to include: The current status of the Patient Protection and Affordable Care Act (PPACA) on plans involved in business transactions, including information regarding new reporting requirements in relation to health plans Discussion of the plan fiduciary's responsibilities in relation to the service provider and participant fee disclosures Discussion of the changes in process to the IRS's procedures in relation to review of documents for tax-qualification Updates to IRS rules for modification of safe harbor 401(k) plans during the plan year The PPACA-mandated IRS and DOL guidance and its effect on plan administration and issues in mergers and acquisitions The latest Supreme Court opinions relating to employee stock ownership plans (ESOPs) and the elimination of the Moench presumption of prudence in purchasing employer securities And much more! Note: Online subscriptions are for three-month periods. Previous Edition: Employee Benefits in Mergers and Acquisitions, 2019-2019 Edition ISBN 9781454897187

Employee Benefits in Mergers and Acquisitions, 2023-2024 Edition

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Publisher : Wolters Kluwer Law & Business
ISBN 13 : 1543880509
Total Pages : 860 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis Employee Benefits in Mergers and Acquisitions, 2023-2024 Edition by : Ferenczy

Download or read book Employee Benefits in Mergers and Acquisitions, 2023-2024 Edition written by Ferenczy and published by Wolters Kluwer Law & Business. This book was released on with total page 860 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Employee Benefits in Mergers and Acquisitions

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Author :
Publisher : Wolters Kluwer
ISBN 13 : 1454862238
Total Pages : 1080 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Employee Benefits in Mergers and Acquisitions by : Ilene H. Ferenczy

Download or read book Employee Benefits in Mergers and Acquisitions written by Ilene H. Ferenczy and published by Wolters Kluwer. This book was released on 2015-10-02 with total page 1080 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fully-updated to reflect the latest legislation, regulation, and IRS and DOL guidance, the 2015 -2016 Edition of Employee Benefits in Mergers and Acquisitions is designed for both benefits experts who have little experience with mergers and acquisitions issues and mergers and acquisitions specialists who have little background in benefits administration. Comprehensive, yet easy-to-use, it provides the expert guidance you need to help ensure legal and tax compliance--and avoid costly litigation and penalties--as you work to integrate and administer the employee benefits programs of two or more companies. Written by recognized authority Ilene H. Ferenczy, and a team of noted experts, Employee Benefits in Mergers and Acquisitions, 2015-2016 Edition has been updated to include: The current status of the Patient Protection and Affordable Care Act (PPACA) on plans involved in business transactions, including information regarding new reporting requirements in relation to health plans Discussion of the plan fiduciary's responsibilities in relation to the service provider and participant fee disclosures The PPACA-mandated IRS and DOL guidance and its effect on plan administration and issues in mergers and acquisitions The latest Supreme Court opinion relating to employee stock ownership plans (ESOPs) and the elimination of the Moench presumption of prudence in purchasing employer securities Expansion of the chapter on executive compensation to include discussions relating to initial public offerings, stock-based compensation for insiders of expatriated corporations, and the Dodd-Frank Act And much more!

Employee Benefits in Mergers and Acquisitions, 2012-2013 Edition

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Author :
Publisher : Wolters Kluwer
ISBN 13 : 145480839X
Total Pages : 746 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Employee Benefits in Mergers and Acquisitions, 2012-2013 Edition by : Ilene Ferenczy

Download or read book Employee Benefits in Mergers and Acquisitions, 2012-2013 Edition written by Ilene Ferenczy and published by Wolters Kluwer. This book was released on 2012-09-01 with total page 746 pages. Available in PDF, EPUB and Kindle. Book excerpt: Employee Benefits in Mergers and Acquisitions is an essential tool to assistboth benefits specialists and mergers and acquisitions professionals examineevery major employee benefits concern likely to arise in the wake of a mergeror an acquisition, including:Legal and tax compliance issuesStrategies to avoid costly litigationSound and reliable business practices for administering benefits andcompensation plans in a M&A settingAnd much more!The 2012 -2013 Edition updates the coverage of legislative and regulatorydevelopments in the past year that affect employee benefits in mergers andacquisitions, including:The effects of the Pension Protection Act of 2006 (PPA), the Heroes EarningsAssistance and Relief Tax Act of 2008 (HEART), the Worker, Retiree, andEmployer Recovery Act of 2008 (WRERA), and the Patient Protection andAffordable Care Act (PPACA) on plans involved in business transactionsDiscussion of the plan fiduciaries' responsibilities in relation to theservice provider fee disclosureThe PPA-mandated IRS and DOL guidance and its effect on plan administrationand issues in mergers and acquisitionsThe final regulations under Code Section 415 on maximum benefits andincludible plan compensationInformation regarding the final IRS regulations concerning 401(k) automaticenrollmentThe latest guidance relating to the American Jobs Creation Act of 2004 onnonqualified deferred compensation and other executive compensationComprehensive modifications to the Internal Revenue Code sections relating to401(k) plans to reflect the guidance relating to Roth 401(k) provisionsAnd much more!

Employee Benefits in Mergers and Acquisitions

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Author :
Publisher : Aspen Law & Business
ISBN 13 : 9780735573741
Total Pages : 638 pages
Book Rating : 4.5/5 (737 download)

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Book Synopsis Employee Benefits in Mergers and Acquisitions by : Ilene H. Ferenczy

Download or read book Employee Benefits in Mergers and Acquisitions written by Ilene H. Ferenczy and published by Aspen Law & Business. This book was released on 2008-09 with total page 638 pages. Available in PDF, EPUB and Kindle. Book excerpt: Employee Benefits in Mergers and Acquisitions is an essential tool in assisting both benefits and M&A professionals in handling complicated issues that are likely to arise in the wake of a merger or acquisition. it includes legal and tax compliance issues, strategies to avoid costly litigation, and the soundest business practices for administering benefits and compensation plans in a merger and acquisition setting. The 2008–2009 Edition has been updated to include coverage of legislative and regulatory developments in the past year that affect employee benefits in mergers and acquisitions, including: The effects of the Pension Protection Act of 2006 (PPA) on plans involved in business transactions The impact of the PPA-mandated IRS and DOL guidance and its effect on plan administration and issues in mergers and acquisitions The impact of new final regulations under Code Section 415 on maximum benefits and includible plan compensation The impact of 2007 and 2008 guidance relating To The American Jobs Creation Act of 2004 on nonqualified deferred compensation and other executive compensation Comprehensive modifications To The Internal Revenue Code sections relating to 401(k) plans to reflect the guidance relating to Roth 401(k) provisions Litigation relating to cash balance plans, The prospective resolution of the issues in the PPA, And The outstanding controversies still surrounding such plans Ever-developing changes to employer and fiduciary liability in relation to employer securities in plans, including employee stock ownership plans, and the impact of new DOL guidance regarding directed trustee liability, And The impact of the PPA on fiduciary rules Changes in defined benefit funding considerations, particularly in light of the PPA New rules relating to keeping qualified plans up to date with changes in the law and to submitting such plans for IRS review Discussion of fiduciary responsibility in general, particularly in light of the post-Enron litigation

Employee Benefits in Mergers and Acquisitions

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Author :
Publisher : Wolters Kluwer
ISBN 13 : 1454872888
Total Pages : 758 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Employee Benefits in Mergers and Acquisitions by : Ilene H. Ferenczy

Download or read book Employee Benefits in Mergers and Acquisitions written by Ilene H. Ferenczy and published by Wolters Kluwer. This book was released on 2016-09-01 with total page 758 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fully-updated to reflect the latest legislation, regulation, and IRS and DOL guidance, the 2016 -2017 Edition of Employee Benefits in Mergers and Acquisitions is designed for both benefits experts who have little experience with mergers and acquisitions issues and mergers and acquisitions specialists who have little background in benefits administration. Comprehensive, yet easy-to-use, it provides the expert guidance you need to help ensure legal and tax compliance--and avoid costly litigation and penalties--as you work to integrate and administer the employee benefits programs of two or more companies. Written by recognized authority Ilene H. Ferenczy, and a team of noted experts, Employee Benefits in Mergers and Acquisitions, 2016-2017 Edition has been updated to include: The current status of the Patient Protection and Affordable Care Act (PPACA) on plans involved in business transactions, including information regarding new reporting requirements in relation to health plans Discussion of the plan fiduciary's responsibilities in relation to the service provider and participant fee disclosures Discussion of the changes in process to the IRS's procedures in relation to review of documents for tax-qualification Updates to IRS rules for modification of safe harbor 401(k) plans during the plan year The PPACA-mandated IRS and DOL guidance and its effect on plan administration and issues in mergers and acquisitions The latest Supreme Court opinions relating to employee stock ownership plans (ESOPs) and the elimination of the Moench presumption of prudence in purchasing employer securities And much more!

Employee Benefits in Mergers and Acquisitions

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Publisher :
ISBN 13 :
Total Pages : 932 pages
Book Rating : 4.3/5 ( download)

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Book Synopsis Employee Benefits in Mergers and Acquisitions by :

Download or read book Employee Benefits in Mergers and Acquisitions written by and published by . This book was released on 2009 with total page 932 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Employee Benefits in Mergers and Acquisitions

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Author :
Publisher : Aspen Publishers
ISBN 13 : 9781454884385
Total Pages : 0 pages
Book Rating : 4.8/5 (843 download)

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Book Synopsis Employee Benefits in Mergers and Acquisitions by : Ilene H. Ferenczy Ferenczy Benefits Law Center

Download or read book Employee Benefits in Mergers and Acquisitions written by Ilene H. Ferenczy Ferenczy Benefits Law Center and published by Aspen Publishers. This book was released on 2017-09-18 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fully-updated to reflect the latest legislation, regulation, and IRS and DOL guidance, the 2017 -2018 Edition of Employee Benefits in Mergers and Acquisitions is designed for both benefits experts who have little experience with mergers and acquisitions issues and mergers and acquisitions specialists who have little background in benefits administration. Comprehensive, yet easy-to-use, it provides the expert guidance you need to help ensure legal and tax compliance--and avoid costly litigation and penalties--as you work to integrate and administer the employee benefits programs of two or more companies. Written by recognized authority Ilene H. Ferenczy, and a team of noted experts, Employee Benefits in Mergers and Acquisitions, 2017-2018 Edition has been updated to include: The current status of the Patient Protection and Affordable Care Act (PPACA) on plans involved in business transactions, including information regarding new reporting requirements in relation to health plans Discussion of the plan fiduciary's responsibilities in relation to the service provider and participant fee disclosures Discussion of the changes in process to the IRS's procedures in relation to review of documents for tax-qualification Updates to IRS rules for modification of safe harbor 401(k) plans during the plan year The PPACA-mandated IRS and DOL guidance and its effect on plan administration and issues in mergers and acquisitions The latest Supreme Court opinions relating to employee stock ownership plans (ESOPs) and the elimination of the Moench presumption of prudence in purchasing employer securities And much more! Previous Edition: Employee Benefits in Mergers and Acquisitions, 2016-2017 Edition ISBN 9781454872887

Employee Benefits in Mergers and Acquisitions

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Publisher :
ISBN 13 :
Total Pages : 1036 pages
Book Rating : 4.3/5 ( download)

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Download or read book Employee Benefits in Mergers and Acquisitions written by and published by . This book was released on 2008 with total page 1036 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Employee Benefits in Mergers and Acquisitions, 2013-2014 Edition

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Author :
Publisher : Aspen Publishers
ISBN 13 : 9781454822028
Total Pages : 738 pages
Book Rating : 4.8/5 (22 download)

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Book Synopsis Employee Benefits in Mergers and Acquisitions, 2013-2014 Edition by : Daniel Schwallie

Download or read book Employee Benefits in Mergers and Acquisitions, 2013-2014 Edition written by Daniel Schwallie and published by Aspen Publishers. This book was released on 2013-09-16 with total page 738 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Employee Benefits in Mergers and Acquisitions" is an essential tool to assist both benefits specialists and mergers and acquisitions professionals examine every major employee benefits concern likely to arise in the wake of a merger or an acquisition, including: Legal and tax compliance issuesStrategies to avoid costly litigationSound and reliable business practices for administering benefits and compensation plans in a M&A settingAnd much more! "Employee Benefits in Mergers and Acquisitions, 2013-2014 Edition" updates the coverage of legislative and regulatory developments in the past year that affect employee benefits in mergers and acquisitions, including: The effects of the Moving Ahead for Progress in the 21st Century Act (MAP-21), the American Taxpayer Relief Act of 2012, and the Patient Protection and Affordable Care Act (PPACA) on plans involved in business transactionsDiscussion of the plan fiduciaries' responsibilities in relation to the service provider fee disclosureThe PPA-mandated IRS and DOL guidance and its effect on plan administration and issues in mergers and acquisitions The final regulations under Code Section 415 on maximum benefits and includible plan compensationInformation regarding the final IRS regulations concerning 401(k) automatic enrollmentThe latest guidance relating to the American Jobs Creation Act of 2004 on nonqualified deferred compensation and other executive compensation Comprehensive modifications to the Internal Revenue Code sections relating to 401(k) plans to reflect the guidance relating to Roth 401(k) provisions The effect of new IRS guidance on documenting and obtaining approval for retirement plans and the risks associated with such rulesDevelopments in both regulations and litigation regarding cash balance plans, the resolution of the issues arising under PPA, and the outstanding controversies surrounding such plansChanges to employer and fiduciary liability in relation to employer securities in plans, including employee stock ownership plans, and the impact of DOL guidance regarding directed trustee liability, and the impact of the PPA on fiduciary rulesThe effect of regulations under ERISA Section 408(b)(2) in relation to service providers and fiduciary responsibility, and the controversy over proposed and rescinded regulations relating to the definition of fiduciaryChanges in defined benefit funding considerations, particularly in light of the post-PPA guidance issued by the IRS and PBGCOngoing effects of the rules relating to keeping qualified plans up to date with changes in the law and to submitting such plans for IRS reviewDiscussion of fiduciary responsibility in general, particularly in light of the fee related litigation, and the congressional and DOL attention to such issuesDiscussion of concerns for companies with successive acquisitions

Employee Benefits in Mergers and Acquisitions

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ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (441 download)

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Download or read book Employee Benefits in Mergers and Acquisitions written by and published by . This book was released on 2000 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Complete Guide to Human Resources and the Law, 2022 Edition (IL)

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Publisher : Wolters Kluwer Law & Business
ISBN 13 : 1543836216
Total Pages : 1860 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis Complete Guide to Human Resources and the Law, 2022 Edition (IL) by : Pro Rfza

Download or read book Complete Guide to Human Resources and the Law, 2022 Edition (IL) written by Pro Rfza and published by Wolters Kluwer Law & Business. This book was released on 2021-03 with total page 1860 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete Guide to Human Resources and the Law, 2022 Edition

Directory of Corporate Counsel, 2024 Edition

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Publisher : Wolters Kluwer Law & Business
ISBN 13 : 154387942X
Total Pages : 4790 pages
Book Rating : 4.5/5 (438 download)

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Download or read book Directory of Corporate Counsel, 2024 Edition written by and published by Wolters Kluwer Law & Business. This book was released on with total page 4790 pages. Available in PDF, EPUB and Kindle. Book excerpt:

DIRECTORY OF CORPORATE COUNSEL.

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Publisher : Wolters Kluwer Law & Business
ISBN 13 : 1543879411
Total Pages : 4772 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis DIRECTORY OF CORPORATE COUNSEL. by :

Download or read book DIRECTORY OF CORPORATE COUNSEL. written by and published by Wolters Kluwer Law & Business. This book was released on 2023 with total page 4772 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Employee Benefits in Mergers and Acquisitions, 2013-2014

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Author :
Publisher : Aspen Publishers
ISBN 13 : 9781454825869
Total Pages : 670 pages
Book Rating : 4.8/5 (258 download)

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Book Synopsis Employee Benefits in Mergers and Acquisitions, 2013-2014 by : Ilene Ferenczy

Download or read book Employee Benefits in Mergers and Acquisitions, 2013-2014 written by Ilene Ferenczy and published by Aspen Publishers. This book was released on 2013-09-16 with total page 670 pages. Available in PDF, EPUB and Kindle. Book excerpt: Employee Benefits in Mergers and Acquisitions is an essential tool to assist both benefits specialists and mergers and acquisitions professionals examine every major employee benefits concern likely to arise in the wake of a merger or an acquisition, including: Legal and tax compliance issues Strategies to avoid costly litigation Sound and reliable business practices for administering benefits and compensation plans in a M&A setting And much more! Employee Benefits in Mergers and Acquisitions, 2013-2014 Edition updates the coverage of legislative and regulatory developments in the past year that affect employee benefits in mergers and acquisitions, including: The effects of the Moving Ahead for Progress in the 21st Century Act (MAP-21), the American Taxpayer Relief Act of 2012, and the Patient Protection and Affordable Care Act (PPACA) on plans involved in business transactions Discussion of the plan fiduciaries' responsibilities in relation to the service provider fee disclosure The PPA-mandated IRS and DOL guidance and its effect on plan administration and issues in mergers and acquisitions The final regulations under Code Section 415 on maximum benefits and includible plan compensation Information regarding the final IRS regulations concerning 401(k) automatic enrollment The latest guidance relating to the American Jobs Creation Act of 2004 on nonqualified deferred compensation and other executive compensation Comprehensive modifications to the Internal Revenue Code sections relating to 401(k) plans to reflect the guidance relating to Roth 401(k) provisions The effect of new IRS guidance on documenting and obtaining approval for retirement plans and the risks associated with such rules Developments in both regulations and litigation regarding cash balance plans, the resolution of the issues arising under PPA, and the outstanding controversies surrounding such plans Changes to employer and fiduciary liability in relation to employer securities in plans, including employee stock ownership plans, and the impact of DOL guidance regarding directed trustee liability, and the impact of the PPA on fiduciary rules The effect of regulations under ERISA Section 408(b)(2) in relation to service providers and fiduciary responsibility, and the controversy over proposed and rescinded regulations relating to the definition of fiduciary Changes in defined benefit funding considerations, particularly in light of the post-PPA guidance issued by the IRS and PBGC Ongoing effects of the rules relating to keeping qualified plans up to date with changes in the law and to submitting such plans for IRS review Discussion of fiduciary responsibility in general, particularly in light of the fee related litigation, and the congressional and DOL attention to such issues Discussion of concerns for companies with successive acquisitions