Mergers and Acquisitions

When you are faced with the possibility of a merger or acquisition, we can assist you with the due diligence necessary to integrate existing plans, combine benefits, and evaluate plans for any operational defects that could negatively affect your current plan.  In addition, we can help you communicate benefit plan changes to employees and ease the transition.

Tax Advisory

A&C’s experts are keenly aware of the wide variety of tax implications associated with retirement plans and advise their clients on tax issues associated with their current or prospective plans.