SERIES: Strategic Approaches to Human Resources Issues in Corporate Transactions: Merger, Acquisitions and Retirement Plans

Price: $224 OnDemand


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This program is Part 2 of 5 of our Bloomberg BNA OnDemand series, “Strategic Approaches to Human Resources Issues in Corporate Transactions.”  This five-part series will focus on strategies for handling many of the issues facing human resources functions with respect to employee relations, employee benefits, and executive compensation issues in mergers and acquisitions.  Each segment will provide practice pointers to alert the attendees to the risks related to labor relations, employee benefits and executive compensation in mergers and acquisitions and other corporate transactions which are the focus of each session.  These segments may be viewed separately or as part of the series.

Transactions always come in stages.  Initially, there is due diligence and purchase agreements drafted to assign retirement plan risks between buyers or sellers.  This program will remind the audience about better-known risks, point out newer risks and give drafting and compliance tips.  The next, equally vital stage is transitioning seller employees and seller plans to the new buyer.  We will examine proper transition priorities, common and not-as-common transition pitfalls, and strategies for correcting broken plans.  Lessons learned from case law and experience will be included.

Educational Objectives:
• Understand what you should be looking for when reviewing documents produced in hard copy or in a due diligence room for a transaction
• Learn how to use the drafting process to assign retirement plan risks between buyers and sellers
• Tips for drafting and compliance
• How to transition seller employees and seller plans to a new buyer
• Strategies for correcting broken plans

Who would benefit most from attending this program?
HR personnel and executives; CFOs; ERISA counsel; in-house counsel; benefits consultants; employment and employee benefits attorneys; labor relations personnel; labor attorneys; transactional counsel; employee relations personnel; retirement plan administrators.


T. David Cowart, Partner, Dentons US LLP

Mr. David Cowart, a member of Dentons’ Pensions, Benefits and Executive Compensation practice is nationally known in his field and specializes in retirement plans; health and welfare plans; deferred, equity and executive compensation; and related merger and acquisition work.  He advises private equity firms on employee benefits, ERISA and ESOP matters, serves frequently as a speaker, and has organized practitioner forums with the IRS in Dallas, TX and Washington, DC.  He advises employers regarding strategically dealing with plan issues and disputes in corporate transactions.  He has secured for his clients significant results from his strategic advice on employee benefit plan litigation. 


Thomas R. Giltner, Vice President and Associate General Counsel, AT&T, Inc.

Mr. Thomas Giltner is Vice President and Associate General Counsel for AT&T, Inc. in Dallas, Texas.  He provides legal advice and counsel regarding human resource and employee benefit plan matters, including in the context of the company's numerous acquisitions and divestitures since the mid-1990s.  Mr. Giltner's experiences include advising on strategies and managing legal risk in the due diligence, negotiation, and pre- and post-close phases of multiple M&A transactions.