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.
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.
Ascensus has announced the acquisition of independently owned Kravitz, Inc., a retirement administration firm and cash balance specialist.
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.
One of the nation’s largest recordkeepers has a new parent.
Leading benefits outsourcing provider CBIZ announced April 1 that it has acquired Philadelphia-based The Savitz Organization.
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.
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