Welcome back to The Sentinel Show! We have a new name and the same great content! We hope y’all have had a great summer break! This week, Kasey and Melissa catch us up on what they’ve been up to, and they also go over what happens when one business buys or sells another and how that impacts the company’s retirement plans. Can participants who have had their assets merged into another plan take a distribution or not? How does the type of business transaction impact your options and what part does the purchase agreement play in all this? Listen along to hear our answers to these questions and much more!

Have any questions about this episode’s topic? Let us know!
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Note from the editor: We had a few technical difficulties this episode, so we apologize for the quality change, but we anticipate that this will be fixed for future episodes!

Music by Adam Vitovsky