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Webinar

Preparing for change: Vendor transitions & benefit plan mergers

Date:
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:

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