Do You Know Your Plan’s Investment?
OL087-17 | On Demand | Update | Self-Study
You will learn about the different types of investments your plan can hold including the various insurance related products that are available in today's market place. We will also discuss how these investments are valued and how they should be reported in your employee benefit plan's financial statements.
This video was recorded at the 2017 Employee Benefit Plans Conference.
|Number of Credits||Type of Credits|
|1||Accounting and Auditing|
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James G. Haubrock, CPA, CGMA
Haubrock is the auditor and trusted business advisor to not-for-profit, construction, and real estate clients. He is also recognized as a national expert in employee benefit plan audit services. With Haubrock’s leadership of the Employee Benefit Plan Audit Services Group, CSH is one of the top 25 firms nationally to audit employee benefit plans. Haubrock has earned a seat on the elite AICPA Employee Benefit Plan Audit Quality Center Executive Committee, which is credited with establishing best practices in performing high-quality employee benefit plan audits through education and training. He has also been a frequent speaker for the OSCPA and AICPA, discussing a variety of topics such as limited scope audit requirements, the revised 403(b) plan audit requirements, 11-K audit issues, and employee benefit plan audit efficiencies.Back to Facilitators