EBP1923. Stable Value Investment Case Study

Track: 
Advanced Professionals
Field of Study: 
Accounting
CPE Credit: 
1.5
Knowledge Level: 
Advanced
Advanced Preparation: 
None
Prerequisite: 
Extensive qualified retirement/ERISA plans/employee benefit plan knowledge or experience.

Monday, May 6, 2019
 
4:25PM-5:40PM

Walk through two case studies on financial reporting for stable value investments.

Learning Objectives:

  • Evaluate the structure of stable value investments, the various types of fully benefit responsive investment contracts utilized, and the investment vehicles commonly available to plans
  • Interpret real life examples, including simplified FASB reporting and 5500 reporting


SESSION SPEAKER(S)

Partner | Grant Thornton LLP
Senior Principal | Galliard Capital Management
Fund Accounting Manager | Galliard Capital Management