M&A: 401(k) Considerations Before and After the Transaction

The merger or acquisition (M&A) of one company by another raises significant issues for their 401(k) plan. A knowledgeable financial professional can provide valuable assistance to the plan sponsors and fiduciaries in that process.

Join us to hear Fred Reish discuss:

  • How the type of M&A transaction affects the 401(k) plan
  • The potential impact to the participant’s account 
  • The role the financial professional plays depending on the transaction type 

Date: Tuesday, March 9, 2021

Time: 12:00 p.m. ET / 9:00 a.m. PT


Featured Speaker:

Fred Reish, JD

Partner, Faegre Drinker LLP

Hosted By:

Rick Fuerman

Head of Defined Contribution Marketing
Hartford Funds

The views expressed here are those of Fred Reish. They should not be construed as investment advice or as the views of Hartford Funds or the employees of Hartford Funds. They are based on available information and are subject to change without notice. The information above is intended as general information and is not intended to provide, nor may it be construed as providing, tax, accounting or legal advice. As with all matters of a tax or legal nature, please consult with your tax or legal counsel for advice. This material and/or its contents are current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Fred Reish.

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