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Breakfast Forum: Mergers and Acquisition Issues - What Affect Does it Have on Your Clients?

  • Thursday, October 20, 2016
  • 7:30 AM - 9:30 AM
  • Andrei's Restaurant, 2607 Main Street, Irvine
  • 3


  • Early Bird pricing
  • Early Bird pricing

Registration is closed

Mergers and Acquisition Issues

What Affect Does It Have on Your Clients?

Our Presentation:

The WPBC Orange County Chapter welcomes Derrin Watson back for another entertaining presentation. Derrin will be sharing his insights into the multifaceted retirement plan issues involved in corporate mergers and acquisitions. 

Issues such as:

  • How does the structure of the corporate transaction impact each entity’s retirement plan?
  • What decisions need to be made about the buyer’s and seller’s retirement plans?
  • How will prior service be credited for purposes of eligibility, vesting and contributions?
  • How does the transaction affect HCE status?
  • How does the coverage transaction rule work in different situations?
  • What alternatives exist regarding distributions?

 Our Speaker:

S. Derrin Watson, J.D.,  FIS Global 

focuses on providing educational services to the Pension industry. He is the leading authority on controlled group, affiliated service group and leased employee issues, employee/independent contractors. Derrin specializes in retirement plans including qualified plans, 403(b), 457(b), 457(f), and 404A. He is also the author of Who's the Employer - A Guide to Employee and Aggregation Issues Affecting Qualified Plans. ASPPA recognized Derrin for his dedication to education for the next generation of retirement plan experts and his continuous support of others.  With experience as a standup comic, he is sure to offer a presentation that is both educational as well as entertaining.

 Continuing Education: 
2 CE for ASPPA certifications
2 CEC for NIPA certifications
2 CPE for CEBS
1.75 hours MCLE for California attorneys
2 hours for California CPAs
2 hours for Certified Financial Planners
2 hour for ERPA and Enrolled Agents

Doors open at 7:30 a.m. for check-in, breakfast and networking.  Our program will begin at 8:00 a.m. and this program will end at approximately 9:30 a.m.  The registration fee includes a full breakfast buffet and hosted valet parking.

WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

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

Direct Questions To:

Christine Stewart,
Chapter Administrator


(949) 407-9128


Orange County Chapter
PO Box 6111
Garden Grove, CA 92846

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