Sample Retention Incentive Agreement Contract
This is a sample audit document collection checklist that covers: Qualified Retirement Plans, Specific Plan Documents, Defined Benefit Plans, Union Plans, Group Health, Dental, and Vision Plans, Other Welfare Arrangements, etc.
This checklist is intended to be a useful informative tool to help the buyer company identify potential issues and liabilities associated with the target company’s benefit plans so that those issues and liabilities can be effectively managed, minimized or eliminated. However, each acquisition is unique and will require an individualized assessment. This checklist is a starting point and guide in conducting such an assessment.
This issue-spotting checklist is designed to aid with identifying key considerations associated with determining whether a severance arrangement is exempt from Section 409A of the Internal Revenue Code or is required to comply with it. Section 409A is complex and is advisable to confirm any determinations with legal counsel.