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EBP2225 - Financial Statement Hiccups

‐ May 11, 2022 7:50am

This session will highlight common financial statement and reporting hiccups for defined contribution, defined benefit and health and welfare plans. We discuss examples of financial reporting blunders, provide tips and tricks on how to identify and avoid these financial reporting errors and provide tools to use to make sure you get all the right disclosures.

Learning Objectives:

  • Recognize common financial statement and reporting errors
  • Distinguish recommendations on how to identify mistakes within the financial statements
  • Indicate tools which can assist with accurate and complete financial reporting and disclosures




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