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EBP2459 - Common Errors in the Classification and Disclosure of Investments

‐ May 8, 2024 11:00am

This session provides an overview of reporting commonly held investments in qualified plans, including consideration of unique characteristics and requirements for classification of non-publicly traded investments.

Learning Objectives:

  • Identify the key characteristics of classifying investments commonly held in plans, including insurance products, FBRICs, collective trust funds, pooled separate accounts, mutual funds, and self-directed brokerage accounts.
  • Discuss common financial reporting errors made by plan sponsors and administrators in reporting plan investments