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Mergers & Acquisitions Due Diligence for 401(k) Plans

  • One area of focus and expertise at Stark Miller is working with employers and retirement plans going through a merger or acquisition.
  • Stark Miller has provided 401(k) due diligence review on over 150 total M&A transactions.
  • We review the plan document, tax reporting, financial statements, investment options and fee structure as part of our due diligence.
  • 32% of the companies that closed the transaction have chosen Stark Miller representatives as their 401(k) advisors.

Our Services

  • Overview
  • Wealth Management
  • Insurance
  • Retirement Planning
  • 401(k)/Retirement Plan Vendor Evaluation
  • Mergers and Acquisitions Due Diligence for 401(k)s
  • Retirement Plan Implementation

 

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (510) 839-4852
Fax: (510) 839-4853

Jason R. Pera: jpera@starkmillerfbg.com
Marc T. LaRhette: mlarhette@starkmillerfbg.com

3650 Mt. Diablo Blvd., Suite 104, Lafayette, CA 94549

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Stark Miller Financial Benefits Group is licensed to sell insurance in AZ, CA, CO, CT, FL, GA, IL, MA, MI, MN, NV, NY, OH, TX, and VA and is registered to offer securities in AL, AK, AZ, CA, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, NE, NV, NJ, NM, NY, OH, OR, SC, SD, TN, TX, VT, VA AND WA.

Securities and Investment Advisory Services offered through Osaic Wealth, Inc., Member FINRA, SIPC. Insurance services provided by Stark Miller Financial Benefits Group not affiliated with Osaic Wealth.

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