Valuation and ERISA Fiduciary Liability: Traps for the Unwary Appraiser

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 risk, and the extent to which employee benefit plans impact enterprise value.

In this webinar, Dr. Susan Mangiero, Rob Schlegel, and ERISA attorney 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 is imperative if an appraiser wants to opine whether a firm can realize its growth targets, and how benefit plan economics, such as withdrawal liabilities, change when derivatives or annuity transactions are in place. Appraisers need to understand emerging discussions now taking place at FASB and other regulatory agencies that will affect market participant activity relating to exchange value. Markets are waking up to this emerging area, and appraisers can no longer afford to remain asleep of these issues.

IMPORTANT: Each Training Pack includes an MP4 video file, MP3 audio file, complete transcript, slide presentation in PDF format, and additional reading materials when available. Please note that Training Packs can take up to 4 weeks after the webinar to complete. Once available you will receive an email with a special link to download your Training Pack. If you are ordering a Training Pack after the 4 week window, the download link will be sent to you immediately via email. Please check your spam folder and add customerservice@bvresources.com to your "safe list" to ensure you receive your Training Pack.

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Digital Training Pack:  
Price: $99
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