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Employee Benefit Plans Conference 2020

EBP2009 - Don't Take A Gamble When Dealing with Major Plan Changes (Mergers, Spinoffs, Terminations)

Nov 9, 2020 4:45pm ‐ Nov 9, 2020 6:00pm

Standard: $49.00


Differentiate and understand the GAAP treatment, impact to financial reporting and related nuances for:
Trustee and recordkeeper changes and

Learning Objectives:
  • Identify the GAAP and tax treatment for mergers, terminations and spinoffs
  • Define the impact to financial reporting for mergers, terminations and spinoffs
  • Identify audit procedures relating to mergers, terminations and spinoffs
  • Recall considerations for changes in trustees and recordkeepers


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