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It's Complicated: How Company Mergers Impact Retirement Plans (and What to Do About It)
Manage episode 483609518 series 3461748
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One of the key challenges plan fiduciaries may encounter is terminating a retirement plan because of a merger or acquisition. What happens in this situation, why is it such a common issue, and how can advisors help?
Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial, joins American Retirement Association Chief Content Officer John Sullivan to answer these questions and more.
Sponsored by: Inspira Financial Trust, LLC
*Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice.
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