Mergers and acquisitions create exciting growth opportunities, but integrating benefits across multiple organizations can be complex and challenging. Trilon Group has navigated this journey firsthand, merging benefit plans from 13 companies into a single self-funded program, and subsequently integrating 13 more.
In this case study, attendees will hear lessons learned, practical strategies, and real-world insights for successfully aligning benefits during M&A activity. The session highlights how to manage employee communication, maintain compliance, and ensure a smooth transition while supporting workforce engagement.

Key Takeaways:

• Understand the common challenges and pitfalls of benefits integration in an M&A environment.
• Learn strategies for aligning and streamlining multiple benefit plans into a cohesive program.
• Gain insights on communicating changes effectively to employees and maintaining engagement.
• Take away practical lessons from real-world experience to apply in your own organization.