{"id":36871,"date":"2015-07-19t05:00:41","date_gmt":"2015-07-19t09:00:41","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=36871"},"modified":"2024-08-14t09:36:22","modified_gmt":"2024-08-14t13:36:22","slug":"mergers-impact-firms-retirement-plan","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/07\/19\/mergers-impact-firms-retirement-plan\/","title":{"rendered":"how mergers impact a firm\u2019s retirement plan"},"content":{"rendered":"<p id=\"docs-internal-guid-47a8bfc9-201a-e3aa-cf8e-ff4873ceb985\" dir=\"ltr\"><strong>plus how to handle partners who want to opt out.<\/strong><\/p>\n<p dir=\"ltr\"><em><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright  wp-image-41976\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-290x203.jpg\" alt=\"older businessman sitting at desk smiling as wall clock indicates 5 minutes to retirement\" width=\"274\" height=\"192\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-290x203.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-590x412.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-190x133.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg 1600w\" sizes=\"auto, (max-width: 274px) 100vw, 274px\" \/><\/a>by marc rosenberg<\/em><br \/>\n<em> <a href=\"\/\/www.g005e.com\/shop\/retirement-buyout\/\">retirements &amp; buyouts<\/a><\/em><\/p>\n<p>how do mergers impact a firm\u2019s partner retirement plan?<\/p>\n<p style=\"padding-left: 30px;\"><em><strong>more on buyouts: <\/strong><a href=\"\/\/www.g005e.com\/2015\/07\/05\/rosenberg-disability\/\">why 30% of cpa firm retirement plans are defective<\/a><\/em><em> | <a href=\"\/\/www.g005e.com\/2015\/06\/17\/are-partner-buyouts-really-just-ponzi-schemes\/\">are partner buyout plans just ponzi schemes?<\/a> | <a href=\"\/\/www.g005e.com\/2015\/06\/04\/clawback-handle\/\">clawback and how to handle it<\/a> | <a href=\"\/\/www.g005e.com\/2015\/05\/28\/can-partners-compete-leave\/\">can partners compete after they leave?<\/a> | <a href=\"\/\/www.g005e.com\/2015\/05\/21\/disability-far-complex-death\/\">disability is far more complex than death<\/a> | <a href=\"\/\/www.g005e.com\/2015\/04\/06\/mandatory-retirement-4-reasons-firm-comes-first\/\">mandatory retirement? 4 reasons the firm comes first<\/a> | <a href=\"\/\/www.g005e.com\/2015\/03\/26\/transition-clients-retiring-partners\/\">how to transition clients from retiring partners<\/a> | <a href=\"\/\/www.g005e.com\/2015\/03\/05\/vesting-can-cover-part-timers\/\">vesting can cover part-timers, too<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/tepm5y5l5c4\/?utm_source=feedburner&amp;utm_medium=email\">eat what you kill? then maybe \u2018book of business\u2019 is for you<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/v5n9tuacerq\/?utm_source=feedburner&amp;utm_medium=email\">the multiple of compensation method, fully explained<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/zzfbrxo1zqg\/?utm_source=feedburner&amp;utm_medium=email\">5 points to consider when paying out goodwill<\/a> | <a href=\"\/\/www.g005e.com\/2014\/12\/04\/how-to-set-terms-and-limits-for-goodwill-payouts\/\">how to set terms and limits for goodwill payouts<\/a> | <a href=\"\/\/www.g005e.com\/2014\/11\/27\/4-ways-to-decide-how-to-pay-out-capital\/\">4 ways to decide how to pay out capital<\/a><br \/>\n<\/em><\/p>\n<p>these suggestions propose verbiage that could be included in the firm\u2019s partner agreement: <a href=\"\/\/www.g005e.com\/2015\/07\/19\/mergers-impact-firms-retirement-plan\/#more-36871\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p id=\"docs-internal-guid-47a8bfc9-201a-e3aa-cf8e-ff4873ceb985\" dir=\"ltr\"><strong>plus how to handle partners who want to opt out.<\/strong><\/p>\n<p dir=\"ltr\"><em><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright  wp-image-41976\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-290x203.jpg\" alt=\"older businessman sitting at desk smiling as wall clock indicates 5 minutes to retirement\" width=\"274\" height=\"192\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-290x203.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-590x412.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966-190x133.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/07\/5minutestoretirement_dollarphotoclub_38677966.jpg 1600w\" sizes=\"auto, (max-width: 274px) 100vw, 274px\" \/><\/a>by marc rosenberg<\/em><br \/>\n<em> <a href=\"\/\/www.g005e.com\/shop\/retirement-buyout\/\">retirements &amp; buyouts<\/a><\/em><\/p>\n<p>how do mergers impact a firm\u2019s partner retirement plan?<\/p>\n<p style=\"padding-left: 30px;\"><em><strong>more on buyouts: <\/strong><a href=\"\/\/www.g005e.com\/2015\/07\/05\/rosenberg-disability\/\">why 30% of cpa firm retirement plans are defective<\/a><\/em><em> | <a href=\"\/\/www.g005e.com\/2015\/06\/17\/are-partner-buyouts-really-just-ponzi-schemes\/\">are partner buyout plans just ponzi schemes?<\/a> | <a href=\"\/\/www.g005e.com\/2015\/06\/04\/clawback-handle\/\">clawback and how to handle it<\/a> | <a href=\"\/\/www.g005e.com\/2015\/05\/28\/can-partners-compete-leave\/\">can partners compete after they leave?<\/a> | <a href=\"\/\/www.g005e.com\/2015\/05\/21\/disability-far-complex-death\/\">disability is far more complex than death<\/a> | <a href=\"\/\/www.g005e.com\/2015\/04\/06\/mandatory-retirement-4-reasons-firm-comes-first\/\">mandatory retirement? 4 reasons the firm comes first<\/a> | <a href=\"\/\/www.g005e.com\/2015\/03\/26\/transition-clients-retiring-partners\/\">how to transition clients from retiring partners<\/a> | <a href=\"\/\/www.g005e.com\/2015\/03\/05\/vesting-can-cover-part-timers\/\">vesting can cover part-timers, too<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/tepm5y5l5c4\/?utm_source=feedburner&amp;utm_medium=email\">eat what you kill? then maybe \u2018book of business\u2019 is for you<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/v5n9tuacerq\/?utm_source=feedburner&amp;utm_medium=email\">the multiple of compensation method, fully explained<\/a> | <a href=\"http:\/\/feedproxy.google.com\/%7er\/cpatrendlines\/tpxn\/%7e3\/zzfbrxo1zqg\/?utm_source=feedburner&amp;utm_medium=email\">5 points to consider when paying out goodwill<\/a> | <a href=\"\/\/www.g005e.com\/2014\/12\/04\/how-to-set-terms-and-limits-for-goodwill-payouts\/\">how to set terms and limits for goodwill payouts<\/a> | <a href=\"\/\/www.g005e.com\/2014\/11\/27\/4-ways-to-decide-how-to-pay-out-capital\/\">4 ways to decide how to pay out capital<\/a><br \/>\n<\/em><\/p>\n<p>these suggestions propose verbiage that could be included in the firm\u2019s partner agreement: <a href=\"\/\/www.g005e.com\/2015\/07\/19\/mergers-impact-firms-retirement-plan\/#more-36871\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1339,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[5,2374,3120,2298,2266],"tags":[2102,2429,86,572,62,38,57,1416],"class_list":["post-36871","post","type-post","status-publish","format-standard","hentry","category-outlook","category-pay-compensation","category-pro-member-exclusive","category-succession","category-partner","tag-buyout","tag-earnings","tag-partner","tag-pay","tag-retirement","tag-salary","tag-succession","tag-wages","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- 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