Skip to Content

Preparing for change: Vendor transitions & benefit plan mergers

May 16, 2024
View our on-demand webinar to learn how to navigate the challenges of a benefit plan merger or change in service provider and an update on recent Form 5500 changes.
Business professionals discussing vendor transitions and employee benefit plan mergersPlan sponsors face several daunting challenges when navigating a plan merger or change in service provider. This session will bring focus to three hot topics in employee benefits: benefit plan mergers, transitioning service providers, and recent changes to Form 5500.

Our benefit plan specialists will define key considerations when planning for change, from the importance of internal controls to the impact on financial reporting. We’ll share examples of common pitfalls that plan sponsors experience during these transitions, and best practices to avoid them. Next, we’ll outline recent changes to Form 5500, how the rules affect benefit plans, and other important considerations for plan sponsors.

Learn how to address current challenges and prepare for change.

Learning objectives:

Related Thinking

Our employee benefit professionals discuss selecting a retirement plan administrator.
January 18, 2024

Retirement plan vendor search and selection: Key considerations for selecting the right plan service provider

Article 4 min read
Street view during the Fall.
May 30, 2023

Form 5500 filing requirements and instructions updated for 2023 plan years

Article 7 min read
View of an empty office space.
February 28, 2023

New DOL guidance for cybersecurity risks associated with employee benefit plans

Article 3 min read