Playing Well with Others in the
Retirement Plan M&A Sandbox
Meet us at American Funds Campus, 6455 Irvine Center Dr, Irvine
Doors open at 11:30 a.m. for check-in, lunch and networking.
A Merger, Acquisition or Divestiture can be an exciting but stressful time for a business. It also means there are numerous important decisions to be made and just as many voices involved. Today’s session will feature a discussion with Rick Unser, a Workplace Retirement Plan Consultant with Lockton Retirement Services to help employers and their retirement service partners understand:
Our speaker: Rick Unser, Lockton
This Seminar will be held in the offices of The Capital Group. Check-in is from 11:30 a.m. Due to the special nature of this program, we cannot accept walk-ins the day of the event.
Who Should Attend:
Financial Advisors who want to know more about issues and solutions to retirement plans that are involved in mergers and acquisitions
Plan Fiduciaries who want to know how to avoid the pitfalls in handling their retirement plans when going through a merger or acquisition
Service Providers third-party administrators, and auditors who want to be updated on merger and acquisition issues.
Consultants who want to be updated on merger and acquisition issues and solutions
All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits professionals in the Orange County benefits community.
Due to the special nature of this program, we cannot accept walk-ins the day of the event.
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.
Direct Questions To:
WP&BCOrange County ChapterPO Box 6111Garden Grove, CA 92846949-407-9128