week 3

EMPLOYEES

1. Using the footnotes, obtain copies of any director compensation agreements.

2. Using the footnotes, obtain copies of any option plans.

3. Using the footnotes, summarize any old amounts and terms to officers, directors, or employees.

4. Do the footnotes contain any union labor agreements?

5. Summarize the names, ages, titles, education, experience, and professional biographies of the senior management team.

6. Obtain a copy of the organization chart.

    

   PAYROLL

    

1. Verify if any special bonuses are to be paid to acquire employees in the event of a merger or acquisition, and quantify the amount.

2. Discuss the employee benefits.

    

   HUMAN RESOURCES

    

1. Using the footnotes, determine the matching contribution levels for pension plans.

2. Using the footnotes, determine the pension plan eligibility criteria and vesting period.