Section 155 Checklist/Information About Qualified Plans That Should Be Obtained in Connection With Acquisition or Merger - Plan Documents Review (Pension)

LibrarySpecialized Business Entities 2009 Forms
+----------------------------------------------------------------------------------------------------+
                | PLAN DOCUMENTS REVIEW |
                +----------------------------------------------------------------------------------------------------+
                | PLAN: |
                +----------------------------------------------------------------------------------------------------+
                | PN: |
                +----------------------------------------------------------------------------------------------------+
                | PYE: |
                +----------------------------------------------------------------------------------------------------+
                | | Plan document (executed copy - no drafts) |
                +--+-------------------------------------------------------------------------------------------------+
                | | Trust document (executed copy - no drafts) |
                +--+-------------------------------------------------------------------------------------------------+
                | | Board resolutions adopting plan and trust |
                +--+-------------------------------------------------------------------------------------------------+
                | | Summary Plan Description ("SPD") |
...

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