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As retirement, healthcare, and other employee benefits continue to grow, they are placing new stresses on firms of all sizes, whose commitments to these funds are beginning to outpace their revenues. Regulations and lawsuits are now challenging the defined responsibilities and liabilities of the financial professionals who create, manage, and even analyze these entities. This means that every appraiser now needs to assess the extent to which employee benefit plans impact enterprise value.
In this webinar, Dr. Susan Mangiero, Rob Schlegel, and James Cole discuss existing, emerging, and proposed disclosure rules, an understanding of which are imperative to navigate the maze of actuarial, accounting, and regulatory numbers. Learn why estimating future expected cash requirements to service a plan(s) is imperative if an appraiser wants to verify whether a firm can realize its growth targets, and how benefit plan economics change when derivatives or annuity transactions are in place.
Program Agenda
Why Appraisers Should Care About ERISA Plan Economics
ERISA Basics
Fiduciary Liability
How Appraisers Are Impacted
Pensions and Corporate Finance
Multi-Employer Considerations
ESOP Valuation and Role of Appraiser
Learning Objectives
Learn how ERISA defines the roles and obligations of appraisers and other financial professionals
Learn which responsibilities these regulations place on appraisers and the means by which they are enforced
Learn the best practices for protecting one's self in the appraisal process when operating under these regulations
Learn where appraisers should be most careful in working with ESOPs, pension funds, and other entities covered by ERISA rules
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