Valuing and reporting plan investments plan advisory
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Valuing and reporting plan investments plan advisory

3 years ago · 438.5 KB Download

FIRM MEMBER

EXCLUSIVE

This Employee Benefit Plan Audit Quality Center (EBPAQC) advisory assists the plan sponsor in understanding their responsibilities for valuing and reporting plan investments.

This advisory discusses:

  • the responsibility for reporting plan investments

  • how plan investments are reported

  • investment valuation and related disclosures

  • the responsibility for valuing investments and establishing internal controls

  • special considerations for alternative investments

  • investment information that should be requested from the plan trustee or custodian and investment manager

  • how an independent auditor can assist in reporting plan

Download the EBPAQC Plan Sponsor Valuing and Reporting Plan Investment

File name: ebpaqc-plan-sponsor-adv-value-reporting-hires.pdf

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