Post-Merger Integration
Consulting Services
Learn More
SHARE THIS PAGE
Register 2 months in advance and save $500.
| # | TEAM | WORKSTREAM | INITIATIVE | DUE DATE |
|---|---|---|---|---|
| 1 | IT | Corporate Functions - Finance | Interface Target Finance to SAP – Day 1 | 4/8/2025 |
| 2 | IT | IT Integration Program | IT Policy and Guidelines | 4/30/2025 |
| 3 | HR | Compensation | Plan for mid-transition hires, promotions | 4/1/2025 |
| 4 | HR | Compensation | Communicating changes to salary grade and/or pay adjustments | 4/1/2025 |
| 5 | HR | Compensation | Exec Comp: SC compensation changes in System | 5/21/2025 |
| 6 | HR | Compensation | All pay changes effective April in System | 4/1/2025 |
| 7 | HR | LTIP | Determine impact of Target execs moving to Acquirer Stock Ownership Guidelines | 5/1/2025 |
| 8 | HR | Health & RX | Evaluate options for converting Target retirees into Acquirer Plan | 4/1/2025 |
| 9 | HR | Flex | Determine impact on Acquirer DCAP FSA plan election, if any, if full Target FSA balance was elected under Target plan | 4/15/2025 |
| 10 | HR | COBRA | Notify COBRA participants transitioning to Acquirer COBRA | 5/1/2025 |
| 11 | HR | Life | Convert Target retirees into Acquirer Plan | 5/31/2025 |
| 12 | HR | H S A | Notify Target vendor of contract termination effective | 5/31/2025 |
| 13 | HR | H S A | Send YTD HSA deferrals to payroll for limits | 5/31/2025 |
| 14 | HR | L T D | Discuss LTD transition process for Target employees on STD prior to September who will need to move to Target LTD carrier | 5/31/2025 |
| 15 | HR | 401k | Establish loan repayments provisions with Acquirer payroll | 5/31/2025 |
| 16 | HR | 401k | Establish process with Vanguard to continue repayments on Target plan loans | 5/31/2025 |
| 17 | HR | 401k | Amend Target trust agreement as needed to reflect transition changes | 5/31/2025 |
| 18 | HR | 401k | Send YTD 401k deferrals to payroll for limits (see data conversion tab) | 5/31/2025 |
| 19 | HR | 401k | Confirm responsibility for non-discrimination testing of Target Plan - is a mid year test performed? | 4/15/2025 |
| 20 | HR | Pension | Confirm responsibility for Target Plan audit/5500 filing | 4/15/2025 |
| 21 | HR | LOA | Determine treatment of employees on leave at conversion to Acquirer systems | 4/30/2025 |
| 22 | HR | Com Day 2 | Open Enrollment Materials for Salaried | 5/15/2025 |
| 23 | HR | Com Day 2 | Open Enrollment Materials for Hourly | 5/15/2025 |
| 24 | HR | Com Day 2 | Change Management Education for Open Enrollment | 5/15/2025 |
| 25 | HR | Com Day 2 | Communicate Incentive Plans | 5/31/2025 |
| 26 | HR | Payroll Timekeeping | Gather pay rules for production employees and set up in Profit | 4/1/2025 |
| 27 | HR | Payroll Timekeeping | Determine timing for Target Salaried Non-Exempt to enter exception time | 4/1/2025 |
| 28 | HR | Payroll Timekeeping | Deliver Profit T&L Training | 5/1/2025 |
| 29 | HR | Payroll Timekeeping | Identify and apply for state/unemployment #'s | 4/1/2025 |
| 30 | HR | Payroll Timekeeping | Determine if there are any Additional Pays that are unique to Target that need to be mapped over | 4/1/2025 |
PRITCHETT training attendees and subscribers can download the Excel file and see all 114 tasks in the plan.