Please join us for Playing Well with Others in the Retirement Plan M&A Sandbox, presented by Rick Unser, Lockton Retirement Services. Topics covered in this presentation include:
Overview of M&A transaction types and the impact on retirement plans
How buying a house can help you understand the different aspects of M&A
Strategies to effectively communicate with and leverage the strength of different retirement service partners
Ways to solve tricky issues with loans, vesting, balance transfers and more
How to avoid common mistakes in retirement plan M&A
Why Private Equity is different but similar
Sniffing out controlled or affiliated service groups
The reservation deadline for the meeting is Friday, October 11th.
Please feel free to reach out to WP&BC with any questions.
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San Diego Chapter
PO Box 600302
San Diego, CA 92160-0302