Mergers and acquisitions (M&A) often bring big changes to companies, but one area that frequently causes problems is employee benefits. When two organizations combine, aligning benefit plans can be complicated. Mistakes in this process can lead to employee dissatisfaction, legal risks, and increased costs. Understanding the most common pitfalls helps companies protect their workforce and maintain smooth transitions. Mistake 1: Overlooking Benefit Plan Differences Early One of

Understanding 409A plans is essential for employers who offer deferred compensation to their employees. These plans are governed by Section 409A of the Internal Revenue Code, which sets rules to ensure that deferred compensation arrangements are fair and transparent. Without compliance, employers and employees may face significant tax penalties. This post explains what 409A is, what it requires from employers, and why it matters. Internal Revenue Code Section 409A document on

Companies increasingly use complex compensation packages to attract and retain talent. Restricted Stock Units (RSUs), bonuses, and phantom equity plans have become common tools. Yet, these modern compensation elements carry hidden risks under Section 409A of the Internal Revenue Code. Ignoring these risks can lead to severe tax penalties for employees and employers alike. Understanding how 409A applies to these compensation forms is essential to avoid costly mistakes. This ar