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.

.