EBP1942. Audit and Accounting for Common Investments

Track: 
Accounting & Auditing
Field of Study: 
Auditing
Accounting
CPE Credit: 
1.5
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.

Tuesday, May 7, 2019
 
1:30PM-2:45PM

This session will discuss various investments that are commonly held by employee benefit plans including investment contracts and stable value products. The session will also cover relevant valuation and classification concepts.
Learning Objectives:

  • Identify common investments held by employee benefit plans
  • Analyze stable value products, including design, valuation, and operation
  • Distinguish reporting of common insurance company products compared to other investments
  • Recognize unique considerations needed for these investments


SESSION SPEAKER(S)

CPA
Partner | RSM US LLP
CPA
Partner | Plante & Moran PLLC