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Employee Benefits Due Diligence Request

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January 1, 2008 | Legal Alert
Marc Garber

The last issue of the M&A Report included an article addressing the employee benefit plans and considerations associated with acquiring a business. In this issue, we include a due diligence checklist setting forth the documents and information counsel to the acquiring company should request and review in order to prepare the necessary provisions of the acquisition agreements as well as to help the acquirer structure the employee benefit plans for the combined entity after completing the transactions.

I. QUALIFIED RETIREMENT PLANS: FOR EACH PLAN FOR THE LAST 3 YEARS:

II. NON-QUALIFIED PLANS: FOR EACH PLAN FOR THE LAST 3 YEARS:

III. WELFARE PLANS: (HEALTH, DENTAL, LIFE, DISABILITY, HEALTH SAVINGS ACCOUNTS, FLEXIBLE BENEFITS PLANS, ETC.) FOR EACH PLAN FOR THE LAST 3 YEARS:

IV. PAYROLL PRACTICES: FOR THE LAST 3 YEARS:

V. EMPLOYEES: FOR THE LAST 3 YEARS:

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