Blog
February 20, 2026
Navigating 401(k) Mergers & Acquisitions with Fidelity, Benefit Equity, and Alison Cohen
Benefit Equity, a Strongpoint Partner, was pleased to join Fidelity Investments’s 401(k) team and guest speaker Alison Cohen today for Navigating 401(k) Mergers & Acquisitions: The 401(k) M&A Playbook: ERISA Attorney Secrets to Mastering the Deal.
During this engaging session, Alison shared practical insights to help financial advisors better understand the administrative, compliance, and operational considerations involved in retirement plan transactions. Topics included identifying potential risks, understanding fiduciary responsibilities, leveraging NDAs to facilitate due diligence, and addressing operational challenges that may arise during IRS and Department of Labor correction and audit processes.
As a retirement plan administrator and compliance partner, Benefit Equity, a Strongpoint Partner, values opportunities to support wealth advisors in navigating the complexities that accompany plan transitions and organizational change.
To learn more about Benefit Equity’s retirement plan administration and compliance support call 714-480-1364, or connect with our team here on the website.
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