Acquiring a Company with a PEO? What Buyers Need to Know

Episode notes

The latest "Just Compensation" podcast features Megan Monson , Taryn E. Cannataro , and Jessica Kriegsfeld of Lowenstein's Employee Benefits & Executive Compensation group describing some of the benefits-related considerations of which buyers should be aware in transactions involving an entity that uses a professional employer organization or PEO. Many companies use PEOs to handle HR tasks such as payroll; however, acquiring a company that uses a PEO may require a different approach for deal documentation and consideration on the go-forward status of health/welfare and retirement plans, including understanding procedural requirements and limitations, to name a few - all of which could cause unexpected delays and administrative burdens. Episode Resources: 401k Plan Considerations in M&A Transactions Acquiring a Company That Uses a Professional Employer Org. Speakers: Megan Monson , Partner, Employee Benefits & Executive Compensation Taryn E. Cannataro , Counsel, Employee Benefits & Executive Compensation Jessica Kriegsfeld , Associate, Employee Benefits & Executive Compensation

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