Mergers & Acquisitions Due Diligence for 401(k) Plans | Stark Miller Financial Benefits Group

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.

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_{The NAPA Top DC Advisor Teams list issued on 2018 for the 2017 year highlights retirement plan advisor firms that are in a single physical location, and have at least $100 million in DC assets under advisement. The list is based on self-reported assets under advisement as of December 31, 2017. 300 applicants were considered and 255 teams were selected for this award. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings 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.}