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.

 

 

Mergers and Acquisitions

Mergers and Acquisitions

By Kenneth Marblestone3/28/2018 • 0 Comments

Sign up now for the 2018 ASPPA Eastern Regional Conference to take advantage of the extended Early Bird registration rate, which is now available until April 3. READ MORE

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