Compensation & Benefits Considerations Related to Mergers, Acquisitions & Divestitures

  • 11/19/2015
  • 11:30 AM - 1:00 PM
  • University Center at the University of North Florida


Registration is closed



Steven R. Carter AIF®, PPC™, Vice President and Partner, Florida Pension Group

Mark Addington, Esq, JD, Principal, Addington Law

Pete Kneedler, MBA, CPA, CPC, Account Executive, Aon Risk Solutions/Health & Benefits Consulting Group

Topic: Compensation & Benefits Considerations Related to Mergers, Acquisitions


This panel discussion will focus on developing strategies and tactical plans to ensure successful merger, acquisition and divestiture initiatives. Appropriate due diligence and planning are key to make sure initiatives meet the goals of such projects.  Planning for integration and/or separation of employees involved in such initiatives is key, as are plans to ensure that benefits and compensation plans related to the initiative are thoroughly thought through. Employee satisfaction with such initiatives will impact achievement of the financial and other organizational objectives of such projects. Probably nothing will impact employee satisfaction more than transitional and “final” provisions for compensation and benefits affecting involved employees, whether joining or separating from the old and new organizations. 

This panel will address topics such as:

  • Areas to focus on during due diligence related to compensation and benefits, such as plan design, plan cost, funding status of qualified plans, differences among plans for the “old” and the “new” organization, bargaining agreements involved, and legal review of any contracts and/or legal actions involved in the old or new organizations;
  • Key players to involve in merger, acquisition and divestiture initiatives, and successful processes for effective management of the process;
  • Analysis of costs and potential employee relations issues related to integration and/or separation of impacted employees;
  • Appropriate and effective communication strategies and timing;
  • Required notices to employees, management and regulatory agencies;
  • Planning with vendors and appropriate staff for the changes.


 North Florida Compensation and Benefit Association

PO Box 5802

3000 Spring Park Road

Jacksonville, FL  32207-9998

Powered by Wild Apricot Membership Software