Employee Benefits Year-End Checklist

As 2006 comes to a close, clients’ immediate concern is what needs to be completed by year end. The following 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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