Review/Assess Retirement Plans (i.e. 401(k), Defined Benefit Plan, etc.)
We help you understand the status of your existing plans and how they may change post-merger.
This includes:
- Evaluating your 401(k) options
- Clarifying payout rules and timelines for deferred compensation
- Analyzing pension benefits and how they are being transferred or modified
Our goal is to ensure you make informed decisions that align with your financial goals and retirement timeline.
Compare Current Employer Benefits vs. New Employer Benefits
Following the merger, you may have a limited window to make benefit elections. Otherwise, you may have to wait until open enrollment, so being prepared is key. These decisions can have a lasting impact on your financial future, from retirement savings to healthcare coverage.
We take the time to understand your individual situation and provide tailored advice to help you make informed decisions that align with your long-term goals. This includes evaluating your new benefit options, identifying any gaps or opportunities, and guiding you to take action within the required deadlines.
Equity Compensation & Stock Option Review
Mergers often lead to changes or restructuring in equity compensation.
We help you:
- Understand your existing stock options, RSUs, or ESPP holdings
- Review new grants and vesting schedules
- Navigate exchange ratios, tender offers, or conversions
- Plan for tax implications on exercised or vested awards
