Our Company Structure Recently Changed, What Do I Need to Do With Our Retirement Plan

Plan design in regard to mergers, acquisitions, ownership changes, etc.

If your company gets acquired, sold, or merges with another organization, please let us know.

In addition, if your company or any owners of your organization acquire an ownership interest in another company, we need to know that as well.

These types of transactions can significantly impact your plan and participants, and there may be additional compliance requirements.

For further assistance please contact clientsuccess@vestwell.com