Valuing and reporting plan investments plan advisory
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Abstract green image
Resources

Valuing and reporting plan investments plan advisory

4 years ago · 438.5 KB Download

Resource

available

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 investments

  • where to obtain additional information

Download the Valuing and reporting plan investments

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

What did you think of this?

Every bit of feedback you provide will help us improve your experience

What did you think of this?

Every bit of feedback you provide will help us improve your experience

Related content