Corporate mergers, acquisitions, and spinoffs create significant challenges for retirement plans—both defined benefit (DB) and defined contribution (DC). This webcast provides ASPPA members with practical strategies and expert guidance for navigating these transitions while maintaining compliance, mitigating risk, and minimizing disruption for participants. Learn how to handle due diligence, plan mergers, spin-offs, terminations, and participant communication with confidence.
About the Speaker
Meredith J. Sesser, Owner, Sesser Law
Meredith J. Sesser practices in the area of employee benefits law, ERISA and benefits taxation. With 23 years of pension and ERISA experience, she routinely assists businesses and non-profit organizations in the preparation, implementation, operation and termination of retirement plans such as defined benefit and cash balance pension plans, 401(k) profit-sharing plans and 403(b) plans. Ms. Sesser represents employers in Department of Labor (DOL) and Internal Revenue Service (IRS) controversies, including investigations, audits, and voluntary compliance to prevent or correct plan disqualification and fiduciary breaches (EPCRS, VCP, DFVCP and VFCP). She counsels clients on inadvertent filing errors, resolves inaccuracies, and works vigorously to successfully abate IRS penalties charged to employers with late or negligent filings of Form 5500 (Annual Return/Report of Employee Benefit Plan). In addition, she advises employers on employee benefit claims. Ms. Sesser provides advice on business structuring and employment relationships, including how to determine and analyze controlled and affiliated groups as well as leased and staff employees, to ensure that a business owner’s retirement benefits are not subject to scrutiny by the IRS.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.