Mergers & Acquisitions Support We support our clients through mergers and acquisitions (M&A) by helping navigate the complexities of integrating employee benefits programs.
Plan Harmonization Yates will work with our client to determine if there is a harmonization strategy. If that is the intent, we will review the steps to align the benefit programs. We will provide customized recommendations to align the programs from a plan design and financial offering. We have worked with clients to complete this in one year or through a three-year initiative. Due Diligence Yates will evaluate the benefits programs of both companies involved in the merger or acquisition to identify coverage variances, potential risk, gaps or coverage redundancies. We will analyze the benefits structure and financial implications for both employer and employees.
Communications An important part of the transition is communication and managing expectations. The Yates team will act as a liaison to address questions and concerns about the health plan changes. We will produce communications to educate on the new offerings. Compliance Yates will work with both entities to address compliance concerns that may come up ensuring a smooth transition.
Sample harmonization report from our due diligence process.
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