Artisan's Retirement Plan Merger Shop

Professional Management of Plan Mergers

Your company has announced a new merger. Congratulations! This is an exciting time in any growing enterprise.

Still, you have been through more than one merger so you know that the real work is ahead — your company has to execute the deal successfully. We can help you seal your success.

Artisan Investor Services has a unique specialty in managing mergers of retirement benefit programs. We can manage the consolidation your 401(k) plans, 403(b) plans, ESOPs, profit sharing plans and other defined contribution programs. We also manage mergers of traditional defined benefit pension plans, including cash balance plans. In addition we manage combinations of 501(c)(3) organizations, both operating nonprofits (public charities) as well as private foundations.

We know that the key to success is careful planning, and we take pride in our meticulous workmanship. With precise planning the actual combination of plan assets becomes a quick, easy and efficient event.

When we manage a plan merger we keep your people engaged . . . human resources, finance, legal and others . . . every step of the way, so they are always fully aware of project progress. At the same time, we keep the detailed work off their desks.

• There is no need for your staff to learn the intricacies of merging retirement benefit programs. We have already mastered them.
• No need for them to burn a lot of time chasing countless details. We keep that under control, so they can focus on their jobs.
• Nor is there any need to wonder if they have touched all the bases. We have walked this path many times before.

We are plan merger experts! When it's time to merge your companies, let Artisan merge your retirement programs.