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EMPLOYEE BENEFITS IN MERGERS & ACQUISITIONS

Employee Benefits in Mergers & Acquisitions, 2023-2024 (22nd) edition, by Ilene H. Ferenczy

Fully updated to reflect the latest legislation, regulation, and IRS and DOL guidance, the 2023 -2024 Edition of Employee Benefits in Mergers and Acquisitions is designed for both benefits experts who have little experience with mergers and acquisitions issues and mergers and acquisitions specialists who have little background in benefits administration.  Comprehensive, yet easy-to-use, it provides the expert guidance you need to help ensure legal and tax compliance—and avoid costly litigation and penalties—as you work to integrate and administer the employee benefits programs of two or more companies.

Written by recognized authority Ilene H. Ferenczy, and a team of noted experts, Employee Benefits in Mergers and Acquisitions, 2023-2024 Edition has been updated to include:

• The current status of the Patient Protection and Affordable Care Act (PPACA) on plans involved in business transactions, including information regarding new reporting requirements in relation to health plans
• Discussion of the plan fiduciary’s responsibilities in relation to the service provider and participant fee disclosures
• Discussion of the changes in process to the IRS’s procedures in relation to review of documents for tax-qualification
• Updates to IRS rules for modification of safe harbor 401(k) plans during the plan year
• The PPACA-mandated IRS and DOL guidance and its effect on plan administration and issues in mergers and acquisitions
• The latest Supreme Court opinions relating to employee stock ownership plans (ESOPs) and the elimination of the Moench presumption of prudence in purchasing employer securities
• And much more!

To order and receive an exclusive 20% discount, click below for the link to the Wolters Kluwer website  (WoltersKluwerLR.com/store) or call #800-638-8437 and refer to priority code EBMA20.  Note that the discount will be applied automatically when using this link, however, it won’t be visible until you get to the end of the purchasing process at checkout (where you enter payment and see the promo code box).

ERISA: A COMPREHENSIVE GUIDE

The Sixth Edition of ERISA: A Comprehensive Guide provides a thorough and authoritative analysis of the principal statutory provisions of the Employee Retirement Income Security Act of 1974 (ERISA) and the corresponding provisions of the Internal Revenue Code (Code) dealing with employee benefits.  It also discusses and explains the multitude of regulations, rulings, and interpretations issued by the Department of the Treasury, the Internal Revenue Service, the Department of Labor, and the Pension Benefit Guaranty Corporation in explanation of ERISA; the Code provisions relating to the requirements for tax-qualified retirement plans; and the subsequent legislation amending or supplementing ERISA and such Code provisions.

To order and receive an exclusive 20% discount, click below for the link to the Wolters Kluwer website  (WoltersKluwerLR.com/store) or call #800-638-8437 and refer to priority code ERISA20.  Note that the discount will be applied automatically when using this link, however, it won’t be visible until you get to the end of the purchasing process at checkout (where you enter payment and see the promo code box).

JOURNAL OF PENSION BENEFITS

This quarterly journal provides pension professionals with new ideas, fresh insights, and expert views on key topics affecting plan design, compliance, and administration. To order and receive an exclusive 20% discount, click here for the link to the Wolters Kluwer website (WoltersKluwerLR.com/store) or call #800-638-8437 and refer to priority code JPB20.  Note that the discount will be applied automatically when using this link, however, it won’t be visible until you get to the end of the purchasing process at checkout (where you enter payment and see the promo code box).

ERISAPEDIA QUALIFIED PLAN eSOURCE

This online resource is a complete treatise for ERISA professionals working with defined contribution plans. The Qualified Plan eSource provides answers in an easy-to-read and easy-to-search format with direct links to the government source materials. This eSource is written by industry expert Ilene H. Ferenczy, JD, CPC, APA, a nationally-recognized ERISA attorney, speaker and Managing Partner of Ferenczy Benefits Law Center in Atlanta, Georgia.   Click here to learn more about the publication, and click the button below to link to ERISApedia to order.

ERISAPEDIA PLAN CORRECTION eSOURCE

Mistakes happen. And when it comes to retirement plans, they happen a lot. The Plan Corrections eSource, written by Alison J. Cohen, J.D., Ilene H. Ferenczy, J.D., CPC, APA, and S. Derrin Watson, J.D., addresses all the common and not-so-common retirement plan blunders and provides step-by-step instructions for making things right again. From overpayments to missed deferrals, from late deferrals to late returns, from self-correction to VCP to audit CAP, this eSource will walk you through the available corrections with practical suggestions. Click here to learn more about the publication.  Click the button below to link to ERISApedia to order.