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Employee Benefits Year-End Checklist (PDF)
Morgan Lewis Link to more items from this source
Dec. 19, 2006
7 pages. Excerpt: The ... checklist describes year-end action items with respect to (1) executive compensation and equity compensation plans, (2) health and welfare plans, (3) tax-qualified retirement and savings plans, and (4) fiduciary/plan investment matters. These lists are not exhaustive but are intended to provide a reminder of the general set of issues facing us at year end.

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