Make Sure 401k M&A is Done Right

August 13, 2018
Terry Dunne, SVP and Managing Director - Retirement Services

The volume of merger and acquisition (M&A) activity in the United States has increased this year, reaching record levels. In May 2018 alone, 1,083 deals were announced, a 7.5 percent increase over the prior month. Analysis of qualified retirement plans should be an important part of M&A due diligence—and it’s not something to leave until the deal is almost done.

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