3-B-2 - Merger and Spin-off Funding and 436 Restrictions

The panelists discuss funding and benefit restrictions related to mergers and/or spinoffs under IRC 430 and 436.

Speakers:

Alexa Lauren Marshall

Mercer

Bruce Cadenhead

Mercer

Julie Sachs

Aon

Mr Frederick W Lamm

WTW

Credits:

CPD Credit: 1.50 EA Core Credit: 1.50 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 1.50