Change-in-Control Expertise

Mergers and acquisitions can present significant challenges with non-qualified supplemental retirement plans. 

By placing a plan’s assets in a rabbi trust, executives can be assured that the benefits will not be arbitrarily rescinded by an acquiring company, or by a new management group.  Such assurance often leads to increased contributions to non-qualified plans, as well as executives placing greater importance on these benefits.

Companies should fully understand the scope and cost of their executive benefits programs before receiving an acquisition offer, or even considering purchasing a business. 

Acquiring companies need to understand the plan provisions and financing mechanisms of plans at companies that they are buying.  This enables them to decide whether to continue these plans, when and if to terminate them, and how to consolidate these with plans that the acquiring company may offer or may contemplate offering.

The Todd Organization works with companies on both sides of the merger and acquisition table, before, during and after transactions.  By anticipating and addressing problems, financial and administrative solutions are found and implemented.

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