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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

Description

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


Mergers
Terminations
Trustee and recordkeeper changes and
Spinoffs

Learning Objectives:
  • Understanding the GAAP and tax treatment for mergers, terminations and spinoffs
  • Impact to financial reporting for mergers, terminations and spinoffs
  • Audit procedures relating to mergers, terminations and spinoffs
  • Considerations for changes in trustees and recordkeepers

Speaker(s):

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