Case Study
Successfully communicating a new culture, harmonized benefits after a merger
MILLIMAN WHITE PAPER A case study: Successfully communicating a new culture, harmonized benefits after a merger Cheryl Frost, Senior Consultant A case study: Successfully communicating a new culture, harmonized benefits after a merger MAY 2018 T wo companies, two cultures, one new benefits package Two family-owned beverage companies merged to form North America’s largest wine and spirits distribution company. As they came together, there were challenges to overcome, including harmonization of benefits plans and carriers. The newly formed company’s goal was to provide and maintain competitive benefits for all employees. They hoped to leverage their buying power to harmonize plans and vendors without cutting benefits or causing disruption. They also wanted to reduce complexity and