Derivatives

Wednesday, May 16, 2018 - 9:45am11:00am

This session will provide a background of the typical derivatives that are seen in employee benefit plans. The session will discuss how and why derivatives are used and the various accounting and disclosure requirements that are common to employee benefit plans.
Objectives:
(1) Identify derivatives that might be held as investments with employee benefit plans
(2) Determine the basis of derivatives
(3) Choose the disclosure and accounting requirements (specific to employee benefit plans)

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CPE Credit: 
1.50
Prerequisite: 
Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.
Advanced Preparation: 
None
Speaker(s) Speaker Details Session(s)
Kristi Kamykowski Vice President, Client Operational & Reporting Solutions, Northern Trust, Chicago, Illinois 30
Steve VanSteenkiste CPA, Partner, Plante & Moran PLLC, Southfield , Michigan 30, 206