Yuli Mihaylov

Senior Manager | MOSS ADAMS LLP

Yuli Mihaylov is a senior manager with Moss Adams and has practiced public accounting since 2006, serving both public and private companies in a variety of industries. She specializes in employee benefit plan audits including defined contribution, defined benefit, and health and welfare plans. In addition, she has assisted clients during DOL and IRS investigations related to their employee benefit plans.


This session provides an overview of investments commonly held by defined contribution plans and focuses on investment testing and disclosures relevant to the fundamentals track case study.