DUE DILIGENCE CHECKLISTS FOR SPECIAL SITUATIONS
The following document checklist is designed to assist the reviewing attorney and others involved in the employee benefit due diligence effort to ensure that all relevant plans, programs, agreements and other material documents have been identified and reviewed in the context of a corporate finance...
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Zusammenfassung: | The following document checklist is designed to assist the reviewing attorney and others involved in the employee benefit due diligence effort to ensure that all relevant plans, programs, agreements and other material documents have been identified and reviewed in the context of a corporate finance or merger/acquisition transaction.
All current and terminated ERISA plans and amendments or modifications thereto
All current and terminated non-ERISA plans and amendments and modifications thereto
All current and terminated multi-employer plans and related data
All deferred compensation arrangements, procedures or policies
All employment contracts (or written summaries of any oral employment contracts), golden parachutes, silver |
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