Retirement Reunification Archives

Is Your Term Vested Data Audit Ready? Understanding the TVPP

In 2017, the U.S. Department of Labor (DOL) launched its Terminated Vested Participants Project (TVPP). The TVPP aims to ensure that defined benefit pension plans: Maintain adequate records regarding plan participants. Have appropriate procedures for advising participants with vested accrued benefits of their eligibility to apply for benefits as they Read more

By Megan Linard, 1 yearAugust 14, 2025 ago

Retirement Reunification

Avoiding 401(k) Surprises in Mergers & Acquisitions

When companies expand by acquiring other businesses, they need to consider a myriad of factors. The valuation, deal structure, regulatory issues, post-merger goals and personnel integration are high-level issues requiring substantial attention. It may be easy to overlook some of the less pressing considerations, like what to do with the Read more

By Megan Linard, 1 yearJuly 24, 2025 ago