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The Association of Corporate Counsel (ACC) is the world's largest organization serving the professional and business interests of attorneys who practice in the legal departments of corporations, associations, nonprofits and other private-sector organizations around the globe.

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Resource Listings

Sample Forms, Policies, and Contracts

Employee Benefits Due Diligence Checklist

By Ruth Anne Collins Michels, Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

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. 

Sample Forms, Policies, and Contracts

Employee Benefit Plans Audit – Document Collection Checklist

By Kristine M. Bingman, Ruth Anne Collins Michels, Eric D. Penkert, Timothy J. Stanton, Timothy G. Verrall, Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

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.

Articles

Legal Operations Pioneer Profile: Suzanne Hawkins

By An Trotter, Senior Director of Operations, Office of the General Counsel, Hearst

Suzanne Hawkins has seen legal operations from every angle, as a practicing attorney, legal operations head, consultant, and law firm leader. An Trotter, Senior Director of Operations, Office of the General Counsel, Hearst, had the good fortune to speak with Suzanne about her career and get her insights on the emergence and evolution of legal operations. Click here to read the full article.

Articles

Striving for Imperfection: The Complicated Relationship of Lawyers and Project Management

By Sumi Trombley, Senior Advisor, and Liz Lugones, COO/Senior Advisor, UpLevel Ops

Legal ops truly shines when bringing together lawyers, allied professionals, and the tools that serve them best to meet their myriad, unique needs. In a world of complicated implementations, it’s crucial that lawyers are engaged in decision-making before and during the project. This article provides tips and best practices to that end.

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