Mergers And Acquisitions
The market economy and the dynamics of the business cycle foster continuous mergers and acquisitions activity. Chang, Ruthenberg & Long works with businesses to coordinate retirement and welfare benefit plans for both asset and entity acquisitions and divestitures. For various aspects of a plan, such as a 401(k), timing is everything. Our mergers and acquisitions experts help companies and their transaction counsel avoid the pitfalls and surprises that can dog employee benefits transitions by examining your options early in the process.
Our goal is to:
- Handle due diligence investigation and disclosure to identify or remedy benefit plans.
- Assure that there are no qualification, administration, or fiduciary problems under the Internal Revenue Code or ERISA that can affect the transaction terms, or come back to haunt the buyer or seller.
- Assess the full spectrum of alternatives and trade-offs associated with maintaining, absorbing, or eliminating a plan in order to make the most informed decision.
- Work through plan termination, freeze, or merger issues to assure IRS regulatory compliance.
- Assist you with a seamless transition.
- Assure the ongoing soundness of the transaction with immediate post-closure counsel.
- Provide ERISA and tax transaction support for transaction attorneys or CPAs who do not offer or maintain benefits expertise in California.