Sample Forms, Policies, and Contracts https://www.acc.com/ en Americans with Disabilities Act https://www.acc.com/resource-library/americans-disabilities-act-0 Americans with Disabilities Act <span><span lang="" about="/user/11" typeof="schema:Person" property="schema:name" datatype="">mvitek</span></span> <span>Mon, 06/24/2013 - 14:00</span> <div class="resources__body"><p>This training course will help you recognize situations that raise ADA issues and assist you in dealing with these issues effectively. (Licensed for use in classroom settings only and not for distribution in any form.)</p> </div> <div class="resources__author"> <div>Author</div> <div>WeComply</div> </div> <div class="resources__collection"> <div>Collection</div> <div> <div><a href="/taxonomy/term/ADA" hreflang="en">ADA</a></div> </div> </div> <div class="resources__file"> <div>File</div> <div><span class="file file--mime-application-vnd-ms-powerpoint file--x-office-presentation"><a href="/./sites/default/files/resources/vl/membersonly/ProgramMaterial/1343054_1.ppt" type="application/vnd.ms-powerpoint">1343054_1.ppt</a></span> <span>(2.23 MB)</span> </div> </div> <div class="resources__interest-area"> <div>Interest Area</div> <div> <div><a href="/taxonomy/term/71" hreflang="en">Compliance and Ethics</a></div> <div><a href="/taxonomy/term/81" hreflang="en">Employment and Labor</a></div> </div> </div> <div class="resources__legacy-term-s-"> <div>Legacy Term(s)</div> <div> <div><a href="/taxonomy/term/5456" hreflang="en">Americans with Disabilities Act</a></div> <div><a href="/taxonomy/term/5457" hreflang="en">Americans with Disabilities Act (ADA)</a></div> <div><a href="/taxonomy/term/5270" hreflang="en">Employment &amp; Labor</a></div> </div> </div> <div class="resources__material-type"> <div>Sample Forms, Policies, and Contracts</div> </div> <div class="resources__publication-date"> <div>Publication Date</div> <div><time datetime="2013-06-24T14:00:41Z">Mon, 06/24/2013 - 10:00</time> </div> </div> <div class="resources__public-release-date"> <div>Public Release Date</div> <div><time datetime="2013-06-24T13:59:15Z">Mon, 06/24/2013 - 09:59</time> </div> </div> <div class="resources__rating"> <div>Rating</div> <div>2</div> </div> <div class="resources__region"> <div>Region</div> <div> <div><a href="/taxonomy/term/191" hreflang="en">United States</a></div> </div> </div> <div class="resources__resource-id"> <div>resource_id</div> <div>1343054</div> </div> <div class="resources__restricted"> <div>Restricted</div> <div>On</div> </div> <p>This training course will help you recognize situations that raise ADA issues and assist you in dealing with these issues effectively. (Licensed for use in classroom settings only and not for distribution in any form.)</p> <div class="resources__source"> <div>Source</div> <div><a href="/taxonomy/term/1446" hreflang="en">Resource Library</a></div> </div> <div class="resources__sponsor"> <div>Sponsor</div> <div> <div><a href="/taxonomy/term/5349" hreflang="en">Inc.</a></div> <div><a href="/taxonomy/term/5495" hreflang="en">WeComply</a></div> </div> </div> <div class="resources__sponsors"> <div>Sponsors</div> <div> <div><a href="/node/39296" hreflang="en">WeComply, Inc.</a></div> </div> </div> Mon, 24 Jun 2013 18:00:41 +0000 mvitek 17245 at https://www.acc.com Equal Pay and Pay Transparency in Germany https://www.acc.com/resource-library/equal-pay-and-pay-transparency-germany Equal Pay and Pay Transparency in Germany <span><span lang="" about="/user/295536" typeof="schema:Person" property="schema:name" datatype="">r.abraham@acc.com</span></span> <span>Thu, 03/02/2023 - 21:08</span> <div class="resources__body"><p>Usually, the biggest obstacle in enforcing the right to equal pay is that the employee does not know whether colleagues of the other sex – the Transparency Act focuses on sex, not gender – receive more pay. It is quite common that the salary provisions are covered by non-disclosure-clauses in the employment contract. For this reason, the Transparency Act provides a right to information.</p> </div> <div class="resources__-hidden-material-type"> <div>(hidden) Material Type</div> <div> <div><a href="/taxonomy/term/1351" hreflang="en">Sample Form</a></div> </div> </div> <div class="resources__author"> <div>Author</div> <div>Loschelder and TerraLex</div> </div> <div class="resources__file"> <div>File</div> <div><span class="file file--mime-application-pdf file--application-pdf"><a href="/sites/default/files/resources/upload/Equal%20Pay%20-%20Pay%20Transparency%20in%20Germany_20230228.pdf" type="application/pdf">Equal Pay - Pay Transparency in Germany_20230228.pdf</a></span> <span>(361.24 KB)</span> </div> </div> <div class="resources__interest-area"> <div>Interest Area</div> <div> <div><a href="/taxonomy/term/71" hreflang="en">Compliance and Ethics</a></div> <div><a href="/taxonomy/term/96" hreflang="en">Financial Services</a></div> <div><a href="/taxonomy/term/81" hreflang="en">Employment and Labor</a></div> </div> </div> <div class="resources__material-type"> <div>Sample Forms, Policies, and Contracts</div> </div> <div class="resources__page-count"> <div>Page Count</div> <div>2</div> </div> <div class="resources__publication-date"> <div>Publication Date</div> <div><time datetime="2023-03-03T05:00:00Z">Fri, 03/03/2023 - 00:00</time> </div> </div> <div class="resources__region"> <div>Region</div> <div> <div><a href="/taxonomy/term/1071" hreflang="en">Germany</a></div> </div> </div> <div class="resources__restricted"> <div>Restricted</div> <div>On</div> </div> <p>Usually, the biggest obstacle in enforcing the right to equal pay is that the employee does not know whether colleagues of the other sex – the Transparency Act focuses on sex, not gender – receive more pay. </p> <div class="resources__network"> <div>Network</div> <div> <div><a href="/taxonomy/term/6196" hreflang="en">Financial Services Network</a></div> </div> </div> <div class="resources__sponsors"> <div>Sponsors</div> <div> <div><a href="/node/147062" hreflang="en">TerraLex</a></div> </div> </div> Fri, 03 Mar 2023 02:08:37 +0000 r.abraham@acc.com 284176 at https://www.acc.com FLSA Overtime Exemption Guide https://www.acc.com/resource-library/flsa-overtime-exemption-guide FLSA Overtime Exemption Guide <span><span lang="" about="/user/201711" typeof="schema:Person" property="schema:name" datatype="">m.colby@acc.com</span></span> <span>Wed, 12/21/2022 - 11:15</span> <div class="resources__body"><p>The following flowchart is designed as an internal guide to assist managers in making a preliminary assessment of whether a job position may qualify for exempt status under the FLSA. This document is only designed to be a tool to assist in the implementation of new job positions. This flowchart does not take applicable state law into account which may impact the exemption analysis.</p> </div> <div class="resources__-hidden-material-type"> <div>(hidden) Material Type</div> <div> <div><a href="/taxonomy/term/1351" hreflang="en">Sample Form</a></div> </div> </div> <div class="resources__audience"> <div>Audience</div> <div> <div><a href="/taxonomy/term/1366" hreflang="en">New to In-House</a></div> <div><a href="/taxonomy/term/1376" hreflang="en">Legal Operations</a></div> <div><a href="/taxonomy/term/1381" hreflang="en">Small Law Departments</a></div> <div><a href="/taxonomy/term/1386" hreflang="en">Large Law Departments</a></div> </div> </div> <div class="resources__author"> <div>Author</div> <div> Ogletree, Deakins, Nash, Smoak &amp; Stewart, P.C., Charles E. McDonald, III</div> </div> <div class="resources__file"> <div>File</div> <div><span class="file file--mime-application-pdf file--application-pdf"><a href="/sites/default/files/resources/upload/Ogletree%20Deliverables%202022%20-%20FLSA%20Overtime%20Exemption%20Guide.pdf" type="application/pdf">Ogletree Deliverables 2022 - FLSA Overtime Exemption Guide.pdf</a></span> <span>(483.54 KB)</span> </div> </div> <div class="resources__interest-area"> <div>Interest Area</div> <div> <div><a href="/taxonomy/term/71" hreflang="en">Compliance and Ethics</a></div> <div><a href="/taxonomy/term/81" hreflang="en">Employment and Labor</a></div> </div> </div> <div class="resources__material-type"> <div>Sample Forms, Policies, and Contracts</div> </div> <div class="resources__page-count"> <div>Page Count</div> <div>11</div> </div> <div class="resources__publication-date"> <div>Publication Date</div> <div><time datetime="2022-12-21T17:00:00Z">Wed, 12/21/2022 - 12:00</time> </div> </div> <div class="resources__restricted"> <div>Restricted</div> <div>On</div> </div> <p>The following flowchart is designed as an internal guide to assist managers in making a preliminary assessment of whether a job position may qualify for exempt status under the FLSA. This document is only designed to be a tool to assist in the implementation of new job positions. This flowchart does not take applicable state law into account which may impact the exemption analysis.</p> <div class="resources__network"> <div>Network</div> <div> <div><a href="/taxonomy/term/5797" hreflang="en">Sports and Entertainment Network</a></div> </div> </div> <div class="resources__sponsors"> <div>Sponsors</div> <div> <div><a href="/node/39156" hreflang="en">Ogletree, Deakins, Nash, Smoak &amp; Stewart, P.C.</a></div> </div> </div> Wed, 21 Dec 2022 16:15:42 +0000 m.colby@acc.com 282038 at https://www.acc.com Class Action Trends Report (Jackson Lewis) https://www.acc.com/resource-library/class-action-trends-report-jackson-lewis Class Action Trends Report (Jackson Lewis) <span><span lang="" about="/user/127151" typeof="schema:Person" property="schema:name" datatype="">a.moyer@acc.com</span></span> <span>Thu, 11/17/2022 - 10:16</span> <div class="resources__body"><p>As we settle into the second half of the third year of the COVID-19 pandemic, there is reason for optimism. But, unfortunately, the outbreak of COVID-19- related litigation is still in its infancy.</p> <p>COVID-19-related class action filings persist, largely in the form of wage and hour claims. Pandemic-induced layoffs have prompted lawsuits under the Worker Adjustment and Retraining Notification (WARN) Act. Negligence lawsuits have been filed by employees alleging to have contracted COVID-19 at the workplace or contending a family member fell ill because the employee brought the virus home from work.<br />  </p> </div> <div class="resources__author"> <div>Author</div> <div>Mia Farber, Co-Leader, Jackson Lewis, Class Actions and Complex Litigation Practice Group<br /> David R. Golder, Co-Leader, Jackson Lewis, Class Actions and Complex Litigation Practice Group<br /> Eric R. Magnus, Co-Leader, Jackson Lewis, Class Actions and Complex Litigation Practice Group<br /> </div> </div> <div class="resources__file"> <div>File</div> <div><span class="file file--mime-application-pdf file--application-pdf"><a href="/sites/default/files/resources/upload/Jackson-Lewis_ClassActionTrendsReport_Fall_2022_0.pdf" type="application/pdf">Jackson-Lewis_ClassActionTrendsReport_Fall_2022_0.pdf</a></span> <span>(391.43 KB)</span> </div> </div> <div class="resources__interest-area"> <div>Interest Area</div> <div> <div><a href="/taxonomy/term/81" hreflang="en">Employment and Labor</a></div> </div> </div> <div class="resources__material-type"> <div>Checklists</div> <div>Sample Forms, Policies, and Contracts</div> </div> <div class="resources__page-count"> <div>Page Count</div> <div>18</div> </div> <div class="resources__publication-date"> <div>Publication Date</div> <div><time datetime="2022-11-17T15:00:00Z">Thu, 11/17/2022 - 10:00</time> </div> </div> <div class="resources__region"> <div>Region</div> <div> <div><a href="/taxonomy/term/191" hreflang="en">United States</a></div> </div> </div> <div class="resources__restricted"> <div>Restricted</div> <div>On</div> </div> <p>As we settle into the second half of the third year of the COVID-19 pandemic, there is reason for optimism. But, unfortunately, the outbreak of COVID-19- related litigation is still in its infancy.<br /> <br /> COVID-19-related class action filings persist, largely in the form of wage and hour claims. Pandemic-induced layoffs have prompted lawsuits under the Worker Adjustment and Retraining Notification (WARN) Act. Negligence lawsuits have been filed by employees alleging to have contracted COVID-19 at the workplace or contending a family member fell ill because the employee brought the virus home from work.<br /> </p> <div class="resources__network"> <div>Network</div> <div> <div><a href="/taxonomy/term/6221" hreflang="en">Employment and Labor Law Network</a></div> </div> </div> <div class="resources__sponsors"> <div>Sponsors</div> <div> <div><a href="/node/39036" hreflang="en">Jackson Lewis P.C.</a></div> </div> </div> Thu, 17 Nov 2022 15:16:52 +0000 a.moyer@acc.com 277951 at https://www.acc.com Biometric Policy and Consent Form https://www.acc.com/resource-library/biometric-policy-and-consent-form Biometric Policy and Consent Form <span><span lang="" about="/user/201711" typeof="schema:Person" property="schema:name" datatype="">m.colby@acc.com</span></span> <span>Wed, 11/16/2022 - 09:52</span> <div class="resources__body"><p>This is sample acknowledgment of biometric policy and consent form, regarding how a company uses biometric information in connection with the employees' use of biometric equipment, devices, systems or software that utilize a scan of their finger, hand, face, retina, or iris, or their voiceprint.</p> </div> <div class="resources__-hidden-material-type"> <div>(hidden) Material Type</div> <div> <div><a href="/taxonomy/term/1351" hreflang="en">Sample Form</a></div> <div><a href="/taxonomy/term/1346" hreflang="en">Sample Policy</a></div> </div> </div> <div class="resources__author"> <div>Author</div> <div>Anne E. Larson; Ogletree, Deakins, Nash, Smoak &amp; Stewart, P.C.</div> </div> <div class="resources__file"> <div>File</div> <div><span class="file file--mime-application-pdf file--application-pdf"><a href="/sites/default/files/resources/upload/Biometric%20Policy%20and%20Consent%20Form%20for%20the%20ACC.pdf" type="application/pdf">Biometric Policy and Consent Form for the ACC.pdf</a></span> <span>(218.94 KB)</span> </div> </div> <div class="resources__interest-area"> <div>Interest Area</div> <div> <div><a href="/taxonomy/term/126" hreflang="en">Sports and Entertainment</a></div> <div><a href="/taxonomy/term/81" hreflang="en">Employment and Labor</a></div> <div><a href="/taxonomy/term/146" hreflang="en">Technology, Privacy, and eCommerce</a></div> </div> </div> <div class="resources__material-type"> <div>Sample Forms, Policies, and Contracts</div> </div> <div class="resources__page-count"> <div>Page Count</div> <div>2</div> </div> <div class="resources__publication-date"> <div>Publication Date</div> <div><time datetime="2022-11-16T15:00:00Z">Wed, 11/16/2022 - 10:00</time> </div> </div> <div class="resources__region"> <div>Region</div> <div> <div><a href="/taxonomy/term/191" hreflang="en">United States</a></div> </div> </div> <div class="resources__restricted"> <div>Restricted</div> <div>On</div> </div> <p>This is sample acknowledgment of biometric policy and consent form, regarding how a company uses biometric information in connection with the employees&#039; use of biometric equipment, devices, systems or software that utilize a scan of their finger, hand, face, retina, or iris, or their voiceprint.</p> <div class="resources__network"> <div>Network</div> <div> <div><a href="/taxonomy/term/5797" hreflang="en">Sports and Entertainment Network</a></div> </div> </div> <div class="resources__sponsors"> <div>Sponsors</div> <div> <div><a href="/node/39156" hreflang="en">Ogletree, Deakins, Nash, Smoak &amp; Stewart, P.C.</a></div> </div> </div> Wed, 16 Nov 2022 14:52:39 +0000 m.colby@acc.com 277877 at https://www.acc.com Data Retention Framework Workflow https://www.acc.com/resource-library/data-retention-framework-workflow Data Retention Framework Workflow <span><span lang="" about="/user/475321" typeof="schema:Person" property="schema:name" datatype="">n.moses@acc.com</span></span> <span>Thu, 09/22/2022 - 21:42</span> <div class="resources__body"><p>Check out this sample policy developed by Exterro to learn how to implement a data retention framework workflow.</p> </div> <div class="resources__-hidden-material-type"> <div>(hidden) Material Type</div> <div> <div><a href="/taxonomy/term/1346" hreflang="en">Sample Policy</a></div> </div> </div> <div class="resources__audience"> <div>Audience</div> <div> <div><a href="/taxonomy/term/7656" hreflang="en">Mid-Career</a></div> <div><a href="/taxonomy/term/1366" hreflang="en">New to In-House</a></div> <div><a href="/taxonomy/term/1381" hreflang="en">Small Law Departments</a></div> <div><a href="/taxonomy/term/1386" hreflang="en">Large Law Departments</a></div> </div> </div> <div class="resources__author"> <div>Author</div> <div>Exterro, Inc.</div> </div> <div class="resources__file"> <div>File</div> <div><span class="file file--mime-application-pdf file--application-pdf"><a href="/sites/default/files/resources/upload/ACC%20Library_Exterro%20Asset_Data%20Retention%20Framework%20Workflow.pdf" type="application/pdf">ACC Library_Exterro Asset_Data Retention Framework Workflow.pdf</a></span> <span>(2.09 MB)</span> </div> </div> <div class="resources__interest-area"> <div>Interest Area</div> <div> <div><a href="/taxonomy/term/146" hreflang="en">Technology, Privacy, and eCommerce</a></div> </div> </div> <div class="resources__material-type"> <div>Sample Forms, Policies, and Contracts</div> </div> <div class="resources__page-count"> <div>Page Count</div> <div>1</div> </div> <div class="resources__publication-date"> <div>Publication Date</div> <div><time datetime="2022-06-22T04:00:00Z">Wed, 06/22/2022 - 00:00</time> </div> </div> <div class="resources__region"> <div>Region</div> <div> <div><a href="/taxonomy/term/191" hreflang="en">United States</a></div> <div><a href="/taxonomy/term/1271" hreflang="en">Global</a></div> </div> </div> <div class="resources__restricted"> <div>Restricted</div> <div>On</div> </div> <p>Check out this sample policy developed by Exterro to learn how to implement a data retention framework workflow.</p> <div class="resources__network"> <div>Network</div> <div> <div><a href="/taxonomy/term/5790" hreflang="en">IT, Privacy and eCommerce Network</a></div> </div> </div> <div class="resources__sponsors"> <div>Sponsors</div> <div> <div><a href="/node/90341" hreflang="en">Exterro, Inc.</a></div> </div> </div> Fri, 23 Sep 2022 01:42:02 +0000 n.moses@acc.com 269092 at https://www.acc.com Cyber Incident & Data Breach Management Workflow https://www.acc.com/resource-library/cyber-incident-data-breach-management-workflow Cyber Incident &amp; Data Breach Management Workflow <span><span lang="" about="/user/475321" typeof="schema:Person" property="schema:name" datatype="">n.moses@acc.com</span></span> <span>Thu, 09/22/2022 - 21:26</span> <div class="resources__body"><p>To avoid the fallout that organizations face after a cyberattack—which could range from public mistrust and volatile stock positions to regulatory penalties and/or large ransom payouts—organizations are best suited ensuring that their breach response and notification processes are ready to kickoff at a moment’s notice. Check out this sample policy developed by Exterro. In this resource we take a look at a basic incident and breach management process.</p> </div> <div class="resources__-hidden-material-type"> <div>(hidden) Material Type</div> <div> <div><a href="/taxonomy/term/1346" hreflang="en">Sample Policy</a></div> </div> </div> <div class="resources__audience"> <div>Audience</div> <div> <div><a href="/taxonomy/term/7656" hreflang="en">Mid-Career</a></div> <div><a href="/taxonomy/term/1366" hreflang="en">New to In-House</a></div> <div><a href="/taxonomy/term/1381" hreflang="en">Small Law Departments</a></div> <div><a href="/taxonomy/term/1386" hreflang="en">Large Law Departments</a></div> </div> </div> <div class="resources__author"> <div>Author</div> <div>Exterro, Inc.</div> </div> <div class="resources__file"> <div>File</div> <div><span class="file file--mime-application-pdf file--application-pdf"><a href="/sites/default/files/resources/upload/ACC%20Library_Exterro%20Asset_Cyber%20Incident%20Data%20Breach%20Management%20Workflow.pdf" type="application/pdf">ACC Library_Exterro Asset_Cyber Incident Data Breach Management Workflow.pdf</a></span> <span>(1.57 MB)</span> </div> </div> <div class="resources__interest-area"> <div>Interest Area</div> <div> <div><a href="/taxonomy/term/146" hreflang="en">Technology, Privacy, and eCommerce</a></div> </div> </div> <div class="resources__material-type"> <div>Sample Forms, Policies, and Contracts</div> </div> <div class="resources__page-count"> <div>Page Count</div> <div>2</div> </div> <div class="resources__publication-date"> <div>Publication Date</div> <div><time datetime="2022-06-22T04:00:00Z">Wed, 06/22/2022 - 00:00</time> </div> </div> <div class="resources__region"> <div>Region</div> <div> <div><a href="/taxonomy/term/191" hreflang="en">United States</a></div> <div><a href="/taxonomy/term/1271" hreflang="en">Global</a></div> </div> </div> <div class="resources__restricted"> <div>Restricted</div> <div>On</div> </div> <p>Check out this sample policy developed by Exterro. In this resource we take a look at a basic incident and breach management process.</p> <div class="resources__network"> <div>Network</div> <div> <div><a href="/taxonomy/term/5790" hreflang="en">IT, Privacy and eCommerce Network</a></div> </div> </div> <div class="resources__sponsors"> <div>Sponsors</div> <div> <div><a href="/node/90341" hreflang="en">Exterro, Inc.</a></div> </div> </div> Fri, 23 Sep 2022 01:26:30 +0000 n.moses@acc.com 269087 at https://www.acc.com Sample Retention Incentive Agreement https://www.acc.com/resource-library/sample-retention-incentive-agreement Sample Retention Incentive Agreement <span><span lang="" about="/user/201711" typeof="schema:Person" property="schema:name" datatype="">m.colby@acc.com</span></span> <span>Tue, 08/16/2022 - 14:23</span> <div class="resources__body"><p>Sample Retention Incentive Agreement Contract</p> </div> <div class="resources__-hidden-material-type"> <div>(hidden) Material Type</div> <div> <div><a href="/taxonomy/term/1341" hreflang="en">Sample Contract</a></div> </div> </div> <div class="resources__audience"> <div>Audience</div> <div> <div><a href="/taxonomy/term/1381" hreflang="en">Small Law Departments</a></div> <div><a href="/taxonomy/term/1386" hreflang="en">Large Law Departments</a></div> </div> </div> <div class="resources__author"> <div>Author</div> <div>Caren S. Marlowe, John A. Morrison, Ogletree, Deakins, Nash, Smoak &amp; Stewart, P.C. </div> </div> <div class="resources__file"> <div>File</div> <div><span class="file file--mime-application-pdf file--application-pdf"><a href="/sites/default/files/resources/upload/Retention%20Incentive%20Agreement%20Sample.pdf" type="application/pdf">Retention Incentive Agreement Sample.pdf</a></span> <span>(35.62 KB)</span> </div> </div> <div class="resources__interest-area"> <div>Interest Area</div> <div> <div><a href="/taxonomy/term/126" hreflang="en">Sports and Entertainment</a></div> <div><a href="/taxonomy/term/116" hreflang="en">Law Department Management</a></div> <div><a href="/taxonomy/term/81" hreflang="en">Employment and Labor</a></div> </div> </div> <div class="resources__material-type"> <div>Sample Forms, Policies, and Contracts</div> </div> <div class="resources__page-count"> <div>Page Count</div> <div>4</div> </div> <div class="resources__publication-date"> <div>Publication Date</div> <div><time datetime="2022-08-16T14:00:00Z">Tue, 08/16/2022 - 10:00</time> </div> </div> <div class="resources__restricted"> <div>Restricted</div> <div>On</div> </div> <p>Sample Retention Incentive Agreement Contract</p> <div class="resources__network"> <div>Network</div> <div> <div><a href="/taxonomy/term/5797" hreflang="en">Sports and Entertainment Network</a></div> </div> </div> <div class="resources__sponsors"> <div>Sponsors</div> <div> <div><a href="/node/39156" hreflang="en">Ogletree, Deakins, Nash, Smoak &amp; Stewart, P.C.</a></div> </div> </div> Tue, 16 Aug 2022 18:23:01 +0000 m.colby@acc.com 263293 at https://www.acc.com Employee Benefit Plans Audit – Document Collection Checklist https://www.acc.com/resource-library/employee-benefit-plans-audit-document-collection-checklist Employee Benefit Plans Audit – Document Collection Checklist <span><span lang="" about="/user/201711" typeof="schema:Person" property="schema:name" datatype="">m.colby@acc.com</span></span> <span>Tue, 08/16/2022 - 14:16</span> <div class="resources__body"><p>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.</p> </div> <div class="resources__-hidden-material-type"> <div>(hidden) Material Type</div> <div> <div><a href="/taxonomy/term/1351" hreflang="en">Sample Form</a></div> </div> </div> <div class="resources__audience"> <div>Audience</div> <div> <div><a href="/taxonomy/term/1381" hreflang="en">Small Law Departments</a></div> <div><a href="/taxonomy/term/1386" hreflang="en">Large Law Departments</a></div> </div> </div> <div class="resources__author"> <div>Author</div> <div>Kristine M. Bingman, Ruth Anne Collins Michels, Eric D. Penkert, Timothy J. Stanton, Timothy G. Verrall, Ogletree, Deakins, Nash, Smoak &amp; Stewart, P.C. </div> </div> <div class="resources__file"> <div>File</div> <div><span class="file file--mime-application-pdf file--application-pdf"><a href="/sites/default/files/resources/upload/Employee%20Benefit%20Plans%20Document%20Collection%20Checklist.pdf" type="application/pdf">Employee Benefit Plans Document Collection Checklist.pdf</a></span> <span>(108.36 KB)</span> </div> </div> <div class="resources__interest-area"> <div>Interest Area</div> <div> <div><a href="/taxonomy/term/126" hreflang="en">Sports and Entertainment</a></div> <div><a href="/taxonomy/term/116" hreflang="en">Law Department Management</a></div> <div><a href="/taxonomy/term/81" hreflang="en">Employment and Labor</a></div> </div> </div> <div class="resources__material-type"> <div>Sample Forms, Policies, and Contracts</div> </div> <div class="resources__page-count"> <div>Page Count</div> <div>13</div> </div> <div class="resources__publication-date"> <div>Publication Date</div> <div><time datetime="2022-08-16T14:00:00Z">Tue, 08/16/2022 - 10:00</time> </div> </div> <div class="resources__region"> <div>Region</div> <div> <div><a href="/taxonomy/term/191" hreflang="en">United States</a></div> </div> </div> <div class="resources__restricted"> <div>Restricted</div> <div>On</div> </div> <p>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.</p> <div class="resources__network"> <div>Network</div> <div> <div><a href="/taxonomy/term/5797" hreflang="en">Sports and Entertainment Network</a></div> </div> </div> <div class="resources__sponsors"> <div>Sponsors</div> <div> <div><a href="/node/39156" hreflang="en">Ogletree, Deakins, Nash, Smoak &amp; Stewart, P.C.</a></div> </div> </div> Tue, 16 Aug 2022 18:16:59 +0000 m.colby@acc.com 263291 at https://www.acc.com Employee Benefits Due Diligence Checklist https://www.acc.com/resource-library/employee-benefits-due-diligence-checklist Employee Benefits Due Diligence Checklist <span><span lang="" about="/user/201711" typeof="schema:Person" property="schema:name" datatype="">m.colby@acc.com</span></span> <span>Tue, 08/16/2022 - 14:13</span> <div class="resources__body"><p>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. </p> </div> <div class="resources__author"> <div>Author</div> <div>Ruth Anne Collins Michels, Ogletree, Deakins, Nash, Smoak &amp; Stewart, P.C.</div> </div> <div class="resources__file"> <div>File</div> <div><span class="file file--mime-application-pdf file--application-pdf"><a href="/sites/default/files/resources/upload/Employee%20Benefits%20Due%20Diligence%20Checklist.pdf" type="application/pdf">Employee Benefits Due Diligence Checklist.pdf</a></span> <span>(93.12 KB)</span> </div> </div> <div class="resources__interest-area"> <div>Interest Area</div> <div> <div><a href="/taxonomy/term/126" hreflang="en">Sports and Entertainment</a></div> <div><a href="/taxonomy/term/116" hreflang="en">Law Department Management</a></div> <div><a href="/taxonomy/term/81" hreflang="en">Employment and Labor</a></div> </div> </div> <div class="resources__material-type"> <div>Sample Forms, Policies, and Contracts</div> </div> <div class="resources__page-count"> <div>Page Count</div> <div>8</div> </div> <div class="resources__publication-date"> <div>Publication Date</div> <div><time datetime="2022-08-16T14:00:00Z">Tue, 08/16/2022 - 10:00</time> </div> </div> <div class="resources__region"> <div>Region</div> <div> <div><a href="/taxonomy/term/191" hreflang="en">United States</a></div> </div> </div> <div class="resources__restricted"> <div>Restricted</div> <div>On</div> </div> <p>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. </p> <div class="resources__network"> <div>Network</div> <div> <div><a href="/taxonomy/term/5797" hreflang="en">Sports and Entertainment Network</a></div> </div> </div> <div class="resources__sponsors"> <div>Sponsors</div> <div> <div><a href="/node/39156" hreflang="en">Ogletree, Deakins, Nash, Smoak &amp; Stewart, P.C.</a></div> </div> </div> Tue, 16 Aug 2022 18:13:17 +0000 m.colby@acc.com 263290 at https://www.acc.com