In this episode of Insights for Business Owners, we talk with 401(k) specialist and senior wealth advisor Brian Mohoric of Composition Wealth about what happens to retirement plans when one company buys another. We unpack how to handle 401(k)s in M&A deals, common compliance pitfalls, and how small business owners can use retirement plans to build their own wealth alongside their businesses.
Connect with Brian:
Composition Wealth: https://www.composition.com/
LinkedIn: https://www.linkedin.com/in/brian-mohoric-crpc%C2%AE-545bb67/
Disclosure:
Composition Wealth, LLC (“Composition Wealth”) is a registered investment adviser. Advisory services are offered only to clients or prospective clients where Composition Wealth and its representatives are properly licensed or exempt from licensure. This communication is for informational purposes only and should not be considered financial, tax, or legal advice. Please consult with your professional advisors before making any financial decisions.