The Smart Way for an Executive to Exit

via Wall Street Journal

Merger and acquisition activity is booming and some executives may soon find themselves unemployed as companies unite and adjust their top ranks.

For example, private-equity owner 3G Capital Partners LP replaced several top executives of Kraft Foods Group Inc. in recent months ahead of the July combination of Kraft and H.J. Heinz Co. to form Kraft Heinz Co.

When job losses hit, quick action and professional assistance may help high earners maximize the value of certain work-related benefits and avoid costly errors.

Here are potential mistakes and useful strategies in three areas:

  • Stock-option smarts
  • Company stock in 401(k)s
  • Consider life-insurance conversion

To read the full article CLICK HERE

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About thebenefitblog

Eric is a Producer at Lockton Insurance Brokers, Inc., the world’s largest privately held commercial broker. Eric has over 23 years of experience in the insurance industry and has spent the last 11 years with Lockton. Eric specializes in Health & Welfare Benefits, Retirement Planning, and Executive Benefits. Eric's clients utilize his expertise in the areas of Plan Due Diligence, Transaction Structure, Fiduciary Oversight, Investment Design, Compliance and Vendor negotiation to improve the operational & financial outcome for each client. The Benefit Blog is a place to share that expertise and industry news.
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