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Mergers, Acquisitions, Divestitures (MAD) and 401(k) Plans

  • Tuesday, January 16, 2024
  • 11:30 AM - 1:00 PM
  • Pillsbury. 11682 El Camino Real, Suite 200, San Diego, CA 92130-2092


Registration is closed

Please join us for Mergers, Acquisitions, Divestitures (MAD) and 401(k) Plans, presented by Rick Unser, Lockton.

Join us on January 16th to discuss the latest thinking in how to navigate Mergers, Acquisitions and Divestitures in 401(k) plans.

Our speaker Rick Unser, Partner/Managing Director at Creative Planning Retirement Services will lead a lively and interactive session that will cover:

  • M&A terms and examples
  • Treatment of 401(k) Plans in stock transactions
  • Compare contrast to asset transactions
  • Bankruptcy and 401(k) plans
  • Avoiding M&A pitfalls
  • Plenty of Opportunity For Q&A, bring your questions!

Please note our new meeting location at Pillsbury, 11682 El Camino Real, Suite 200, San Diego, CA 92130-2092. Parking is free! Doors open at 11:30 a.m. for registration and networking, and the presentation will run from noon to approximately 1:00 p.m. 

The reservation deadline for the meeting is Friday, January 12th.


Please feel free to reach out to WP&BC with any questions.

Direct Questions To:
Lori Mason, Chapter Administrator

Phone: 619-405-3874

San Diego Chapter
PO Box 600302
San Diego, CA   92160-0302

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