Defined Contribution Plan Consulting

Merger & Acquisition Due Diligence

There often are complex and important considerations to be made about deferred compensation plans during corporate transactions. It is imperative to review and evaluate plans to find hidden problems and to devise a strategy for dealing with plan assets – usually all within a short period of time. A qualified adviser can make the difference between a smooth transition and failure.

Senior members of Cowden Advisers staff, with broad generalist experience and specialties in deferred compensation plans, are available to help manage the transition, evaluating changes in recordkeepers, a change in plan administrators or amendments of investment options. They will:

• Consult with management regarding plan issues and delve into specifics of the corporate transaction as appropriate. It is of particular use to be included in strategic discussions related to the background of the merger/acquisition.
• Assist in gathering and analyzing plan data.
• Provide modeling as appropriate related to costs, liabilities and potential savings or pitfalls.