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Preparing for change: Vendor transitions & benefit plan mergers

Presented By:
Lindy Beldyga Preston Ridinger Korinne Smillie
Thursday, May 16, 2024
1 p.m. - 2 p.m. EDT
Anticipated CPE:
1, Auditing
Register Now
Register for our webinar on May 16 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.

Register and learn how to address current challenges and prepare for change.

Learning objectives:

  • Identify common pitfalls and best practices when merging benefit plans or changing service providers.
  • Examine the impact of mergers and acquisitions or a change in service provider to plan financial reporting.
  • Address recent Form 5500 updates and the impact to plan sponsors.

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website:

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