Mergers & Acquisitions Due Diligence for 401(k) Plans
- One area of focus and expertise at Stark Miller is working with employers and retirement plans going through a merger or acquisition.
- Stark Miller has provided 401(k) due diligence review on over 150 total M&A transactions.
- We review the plan document, tax reporting, financial statements, investment options and fee structure as part of our due diligence.
- 32% of the companies that closed the transaction have chosen Stark Miller representatives as their 401(k) advisors.
