Addressing retirement plan integration as part of your overall Mergers and Acquisitions (M&A) strategy.

Author: Kelly Lazzara


When an organization is in the process of acquiring or merging with another institution, many firms do not consider the employee benefits implications of the deal until the transaction is well underway.

Gallagher has developed a multiple-phase process for managing merger and acquisition due diligence and retirement plan integration that can help minimize plan costs or minimize plan disruption.

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