Legal Series: M&A Transactions & Underfunded Benefit Plan Issues Explored

Broadcast Date: Thursday, October 17, 2013 from 12:00 pm to 2:00 pm (ET)
justice scale on top of a table
Steve Rimmer
Leslie Bassett
Kenneth A. Raskin
Bertha Minnihan, CPA
Thomas P. Simonson


About PricewaterhouseCoopers LLP

About PwC US PwC US helps organizations and individuals create the value they’re looking for. We’re a member of the PwC network of firms in 158 countries with more than 180,000 people. We’re committed to delivering quality in assurance, tax and advisory services. Tell us what matters to you and find out more by visiting us at

About PwC’s Forensic Services PwC Forensic Services team of experienced professionals is dedicated to meeting the challenges caused by fraud allegations, financial crimes and other irregularities. Our portfolio of services includes: Financial Crime Examinations, Forensic Technology Solutions, Regulatory Compliance Reviews, Fraud Risk Management and Fraud Prevention, Dispute Analysis and Litigation Support. The Forensic Services team also manages the PwC Fraud Forum, an exclusive community where members can gain knowledge, participate in events and share important insights on preventing, detecting and investigating fraud, corruption and economic crime. See and for more information.


About King & Spalding

Celebrating more than 125 years of service, King & Spalding is an international law firm that represents a broad array of clients, including half of the Fortune Global 100, with 800 lawyers in 17 offices in the United States, Europe, the Middle East and Asia. The firm has handled matters in over 160 countries on six continents and is consistently recognized for the results it obtains and its uncompromising commitment to quality and dedication to understanding the business and culture of its clients. More information is available


About Moss Adams

Moss Adams is one of the 15 largest accounting and consulting firms in the United States. Our staff of more than 2,000 provides accounting, tax, and consulting services to public and private middle-market enterprises in many different industries. Founded in 1913 and headquartered in Seattle, Moss Adams has 22 locations in Washington, Oregon, California, Arizona, New Mexico, and Kansas. Our assurance services include audits, accounting, internal controls, business risk management, royalty compliance, and employee benefit plans. Our tax services include federal, state, and local tax planning and compliance; international tax planning and compliance; cost segregation; and research and development tax credits. We also provide consulting and advisory services for mergers and acquisitions, corporate finance, valuations, business owner succession, business planning, litigation and forensic accounting, information technology integration and reviews, and compensation. We offer additional services such as investment banking and asset management by drawing on our two affiliate companies, Moss Adams Capital LLC and Moss Adams Wealth Advisors LLC.


About Lockton Retirement Services

About Lockton:
More than 4,450 professionals at Lockton provide 15,000 companies around the world with risk management, insurance, and employee benefits services that improve their businesses. From its founding in 1966 in Kansas City, Missouri, Lockton has attracted entrepreneurial professionals who have driven its growth to become the largest privately held insurance broker in the world and 9th largest overall. For four consecutive years, Business Insurance has recognized Lockton as a “Best Place to Work in Insurance.”

About Lockton Retirement Services:
Lockton’s Retirement Services practice specializes in employer-sponsored retirement plans. Our comprehensive approach to partnering with clients helps them attract and retain employees in a compliant manner. As trusted partners, we work with more than 850 qualified, non-qualified and executive benefit plans that account for more than $24 billion in assets. We focus on fiduciary risk management, which includes compliance services, investment services, vendor management and pension risk services. Our executive benefits and non-qualified plan services.