Mergers and Acquisitions

Here you’ll find posts and commentary about mergers and acquisitions in the retirement industry, including news about recent transactions and best-practice guidance for professionals anticipating a transaction.

 

 

By ASPPA Net Staff6/21/2017 • 0 Comments

The American Retirement Association on June 20 filed a comment letter on items to be included in the 2017-2018 IRS guidance plan. The letter was in response to IRS Notice 2017-28. READ MORE

By ASPPA Net Staff6/7/2017 • 0 Comments

Ascensus has announced the acquisition of independently owned Kravitz, Inc., a retirement administration firm and cash balance specialist. READ MORE

By ASPPA Net Staff3/27/2017 • 0 Comments

Cybersecurity is a special concern for the financial industry, but its importance goes well beyond the integrity of clients’ and plan participants’ sensitive information — it pervades inter-corporate business functions as well. READ MORE

By ASPPA Net Staff2/10/2017 • 0 Comments

One of the nation’s largest recordkeepers has a new parent. READ MORE

By ASPPA Net Staff4/5/2016 • 0 Comments

Leading benefits outsourcing provider CBIZ announced April 1 that it has acquired Philadelphia-based The Savitz Organization. READ MORE

By ASPPA Net Staff11/16/2015 • 0 Comments

In dealing with a takeover, the actuary of the acquirer must first collect sufficient information from the plan administrator, the actuary that served the acquired and/or the third party administrator, says Lauren Okum in “DB Plan Takeovers,” an article that appeared in the Fall 2015 issue of Plan Consultant. READ MORE