EBP1923. Stable Value

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

Stable Value Case Study: Walk through two case studies on financial reporting for stable value investments.
Learning Objectives:

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


SESSION SPEAKER(S)

CPA
Principal | Galliard Capital Management,Inc.
Partner | Grant Thornton LLP