Gallagher Compliance Consultants field thousands of questions a year involving mergers and acquisitions. Confronting due diligence requests, determining enrollment and election change events, considering how COBRA liabilities can shift in a transaction, and how ACA can impact the purchase and trigger additional requirements for the buyer can be complex. In Compliance Field Notes – Mergers & Acquisitions, we work through numerous real-world scenarios faced by employers involved in M&A transactions, identify the issues under ERISA, COBRA, HIPAA, Section 125, ACA, and more, and provide practical solutions to ease the administrative burden of compliance and reduce the risk to your organization.
Objectives:
- Learn about the due diligence phase and identifying risk
- Examine the COBRA liabilities for the buyer and seller
- Review how HIPAA, Section 125, and ACA can impact both sides of the transaction
Gain insight and compliance resources to assist in a successful transaction
Meet the Presenters
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Janet Downs, JD
Division Senior Vice President, Compliance Counsel for the Benefits & Human Resources Consulting division of Gallagher.
As a member of the national compliance team, Janet utilizes over two decades of experience in employee benefits to find practical solutions to complex issues confronting employers and their health and welfare plans. Prior to joining Gallagher in 2014, Janet worked for Fortune 100 companies in the energy and manufacturing sectors assisting with benefit plan compliance. Her background of working as a plan sponsor, plan administrator, and counsel provides her with multi-faceted experience to assist employers in finding commonsense
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Leah Belknap Carter, JD
is Division Assistant Vice President, Compliance Counsel, for the Benefits & Human Resources Consulting division of Gallagher. Prior to joining Gallagher, Leah worked for the State of Iowa Judicial Branch with family recovery courts and for both private employers and public entities assisting with benefit plan compliance. She draws on her unique practice combination both as a leader in state regulatory advocacy and in her handling of complex client scenarios to provide her legal expertise to the Gallagher national compliance team.
Webinar Sponsor
This webinar is sponsored by Gallagher.
SHRM certification has approved this webinar for 1 PDC toward SHRM-CP or SHRM-SCP recertification. A program code will be provided at the end of the webinar.