A Benefit Consulting Organization

 

The Money Pit:  Hidden liabilities and costs in employee benefit plans when making an acquisition:

After the initial due diligence, are you asking the right questions?  What can I do now to prevent problems down the road?

You’ve done your due diligence regarding their business model and the stability of their clients. The inventory looks good and retention of key employees is certain. However, because the acquisition is confidential, no one has consulted with the Human Resources Department. 

All too frequently, the benefits program is reviewed after the deal is signed.  Where can an acquisition cost you money?  What questions do you need to have answered first in order to reduce hidden liabilities? 

This webcast will introduce you to some of the immediate questions that should be answered to avoid unexpected costs when making an acquisition.

LENGTH: 25 Minutes

WHEN: Tuesday, September 30th @ 12:30pm



1. Join the Online Conference
Click here to join the web meeting at its scheduled start time or paste this link into your browser:

https://nfp.on.intercall.com/confmgr/join_as_tempuser.jsp?eventId=75817&invitationId=1115873

* Please note: you might want to arrive 5 minutes early as you will need to download a small patch to join the webcast... If you are unable to view the presentation we can email you a copy so you can still follow along.

2. Listen to the Audio Conference:

Once you have joined the online conference, use the information below to join the audio portion of the conference:

Toll-free number: 866 860 6219

Audio Conference ID: 322 200 661

 

WELCOME TO CHARON PLANNING'S INTERACTIVE WEBCAST SERIES

For years our clients have told us how thankful they are for our technical, analytical, methodical and detail oriented approach to benefit consulting. We here at Charon Planning have decided to share our expertise and experience with everyone through our new interactive webcast series.

In these 20-30 minute webcasts we seek to inform you about everyday topics, issues, and misconceptions that plague HR & Finance departments just like yours.

Please take a half an hour out of your month to let us show you what our clients benefit from everyday.


ABOUT CHARON PLANNING

Charon Planning is a Health and Welfare benefit consulting firm in operation 15 years, and headquartered in the Philadelphia suburbs.

Our primary focus is middle market firms with ((200-10,000)) employees... Yet we do have clients ranging from 3-30,000 employees. We specialize in planning, designing, implementing and managing an effective employee benefit package from start to finish.

Our goal is to save our clients money, while maximizing their employees benefits. With over 100 employees, 160 clients, and $500 million in managed premium we are uniquely positioned to provide the maximum amount of resources, while still maintaining that personal one-on-one client relationship.

Want more information? RKrekstein@Charon.nfp.com or call 267-482-8389

Charon Planning’s culture and winning combination of experience, effectiveness, integrity and responsiveness has resulted in Charon Planning being named to the:

  • Inc. 500 Fastest Growing Companies
  • Philadelphia 100 (Wharton School/Philadelphia Business Journal)
  • Philadelphia Business Journal Top Ten Employee Benefit Firms
  • Philadelphia Business Journal Best Places to Work


Charon Planning is a subsidiary of National Financial Partners Corp. (“NFP”), a financial services network that includes over 175 owned firms and more than 320 member firms engaging in lines of business that include corporate and executive benefits. In consideration of Charon Planning's placement of an employee benefits program with an insurance company or third party administrator, we are compensated for services provided to clients through fees paid by the client and/or standard commissions by those insurers and administrators. Additional commission may be earned by Charon Planning based on persistency and volume levels. Additional information is available upon request.