M&A Issues: Qualified Plans & Executive Compensation

Session Date: 
May 10th, 2017 - 9:45AM11:00AM


Most forms of compensation are impacted on a transaction. This session will focus on qualified plan matters and executive compensation issues that are worth paying attention to and why, including recent trends and hot topics within the area.

  • Tax considerations regarding qualified and non-qualified plan mergers, acquisitions, and terminations and the impacts at both the plan and participant levels
  • Understand various executive compensation issues that may arise in connection with a transaction, such as Section 409A payment triggers, severance issues, and golden parachute considerations

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Robert Delgado J.D., LL.M., Principal, KPMG LLP, San Diego, CA 74
Danchai Mekadenaumporn J.D., Manager, KPMG LLP, McLean, VA 74

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2