In this episode, Melissa explains the importance of notifying your TPA when your company plans take part in a merger or acquisition. While it may not be the first thing you think of when acquiring a new business, it is crucial that the proper steps are taken to keep your retirement plan in compliance. There are many technicalities that are often overlooked that could be detrimental to your plan.
Stay tuned for more tidbits regarding retirement plans.
Planning to buy or sell a business? Give us a call at (225) 300-8478
Have a question for us? Please email 401k@choosesentinel.com.
Follow us on LinkedIn
Follow us on Facebook
Music by Adam Vitovsky
