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Employee Benefit Plans Conference 2019


EBP1941 - Investments Commonly Used in Employee Benefit Plans


May 7, 2019 1:30pm ‐ May 7, 2019 2:45pm

Description

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.

  • Identify the key characteristics of various investments commonly held in plans, including insurance products, common/collective trust funds, pooled separate accounts, mutual funds, and self-directed brokerage accounts.
  • Recall the risk assessment of relevant assertions and the planned audit procedures of the case study.
  • Select sampling and testing procedures utilizing examples from the fundamentals track case study for investments and investment income.
  • Recognize unique financial reporting requirements for investments.

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