Multnomah Group

Mergers and Acquisitions

A Multnomah Group and Moss Adams LLP Event 
Wednesday, August 26, 2015 
10:00 am to 11:00 am (Pacific)

 

Mergers and acquisitions can be a tricky business, with implications far beyond the initial asset and liability consideration. If either entity involved sponsors a retirement plan, employers are best served to review their goals with the plan(s) before a sale goes through, since some options become limited after the fact. Join Multnomah Group and Moss Adams for a webinar on August 26, where we’ll go over key questions to ask when considering buying or selling a business.

Attendees will learn: 

  • About stock versus asset acquisitions
  • The timing of retirement plan decisions
  • Operational considerations for retirement plans when going through a merger or acquisition
  • Government reporting requirements for plans involved in an acquisition
  • Considerations for not-for-profit entities 

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About Multnomah Group

 

Multnomah Group provides fee-only retirement plan and investment consulting services to for-profit and tax exempt employers in the United States. Our firm's core competencies include investment consulting, vendor search, fiduciary governance, employee engagement, plan design, and fee benchmarking.

About Moss Adams LLP

A leader in assurance, tax, consulting, risk management, transaction and wealth services, Moss Adams has a staff of over 2,000 that includes more than 260 partners. Moss Adams focuses on serving public, private, and not-for-profit enterprises across the nation through specialized industry and service teams.