Amidst the ever-changing landscape of retirement planning, it's essential to stay informed and proactive. This session offers a comprehensive examination of the intricacies involved in mergers, spinoffs, and plan terminations, providing attendees with valuable insights and practical strategies. In this session, we will discuss:

• Understanding the different types of business transactions.

• The pros and cons of mergers, spinoffs, plan freezes and termination.

• Compliance issues to be aware of for each type. Through informative case studies, we will dissect real-world scenarios and discuss the nuances of each process, empowering participants to navigate these complex situations with confidence

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit. 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. To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.