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Employee Benefit Plans Conference 2018

EBP1846 - Common Investments Used in Employee Benefit Plans

May 16, 2018 2:00pm ‐ May 16, 2018 3:15pm

Standard: $49.00


This session will focus on investments held by a defined contribution plan. Facilitators recommend bringing your laptop to this session to fully participate in the case study.

Attendees will:

• Identify the key characteristics of various investments commonly held by the plan, including insurance products, common/collective trust funds, pooled separate accounts, mutual funds, and self-directed brokerage accounts.

• Recall how to design audit procedures to cover the identified assertions

• Identify testing procedures, including sampling, over investments and investment income

• Recognize some of the unique financial reporting requirements for investments


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