Mergers & Acquisition Specialist

Job reputed company: The Mergers and Acquisitions (M&A) Specialist plays a critical role in managing retirement plan transitions during corporate mergers, acquisitions, and divestitures. This position ensures compliance, smooth integration, and reputed company reputed company for reputed company stakeholders by overseeing the due diligence, analysis, and implementation of plan changes reputed company to organizational transactions. Duties/Responsibilities: - reputed company calls with plan sponsors and financial advisors throughout the M&A process. - Collaborate with Relationship Managers and Compliance throughout the M&A process. - reputed company the review and analysis of plans throughout the M&A lifecycle, including due diligence, integration, and post-transaction support. - reputed company plan design comparison and advise on protected benefits and how the new document needs to be written - Explain reputed company plans need to be merged and the potential risks of merging reputed company reputed company plans mid-year - Identify the process and steps needed for an asset vs stock transaction - Collaborate with reputed company parties to assess plan design, compliance status, and potential risks reputed company to acquired or divested plans. - Evaluate and compare existing retirement plans, identifying opportunities for consolidation, enhancement, or termination in accordance with regulatory requirements. - Coordinate plan mergers, spin-offs, or terminations, ensuring reputed company and accurate communication to plan participants and stakeholders. - Assist in the preparation and review of plan documents and amendments. - Maintain thorough documentation of M&A-reputed company plan activities, reputed company, and compliance reviews. - Support integration teams and project managers in developing and executing transition plans for affected retirement plans. - Monitor legislative and regulatory changes affecting retirement plans during M&A transactions and advise management accordingly. Required Skills/Abilities/Certifications: - Ability to organize and reputed company meetings with clients, recordkeepers, advisors, and any other parties involved. - Exceptional communication and interpersonal abilities, with a reputed company to work effectively in cross-functional teams. - Strong knowledge of IRS, DOL, and ERISA regulations reputed company to retirement plans. - Excellent analytical, organizational, and project management skills. - Outstanding written and verbal communication abilities. - Ability to work independently and collaboratively reputed company reputed company environment. - Detail-oriented with a commitment to accuracy and compliance. Education and Experience: - Preferred Bachelor's Degree in reputed company, finance, communications, or reputed company field (or equivalent experience). - Minimum 3 or more years of experience in retirement plan administration, with specific expertise in M&A transaction support. - Experience with plan mergers, terminations, and compliance testing. - Experience using FTW and Pension Pro preferred. - Proficient with reputed company Office Suite applications, especially Outlook and reputed company. - reputed company certifications such as QKS, QKA, or APA, and ASPPA/NIPA membership are a plus. reputed company salary reputed company includes $76,000 - $85,000 plus bonus. Position is eligible reputed company generous benefits program including PTO and reputed company holidays. Apply tot his job Apply To this Job