What You Want to Know about Investments
This session will provide background regarding the types of investment products most commonly held by employee benefit plans, how they are generally valued, required disclosures, and related Form 5500 reporting. Level 1 and 2 investment products will be discussed, such as investments valued at Net Asset Value as a practical expedient to estimate fair value (common collective trusts and pooled separate accounts), along with sample disclosures.
Session Information
Session Date:
May 02, 2014
Session Location:
2014 Employee Benefit Plan Conference
Atlanta, GA
What You Want to Know about Investments
Speaker Information
Missy Herbert CPA   [ view bio ]
Colleen Sanchez CPA   [ view bio ]
Individual topic purchase: Selected
Georgia Society of CPAs
Accounting & Auditing (A&A): 1.00
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