Valuation and ERISA Fiduciary Liability: Traps for the Unwary Appraiser

BVResearch Pro
Training Event Transcripts
May 14, 2013
James V. Cole II, Attorney at Law
Susan Mangiero, AIFA, CFA, FRM
Robert Schlegel, ASA, MCBA

Summary

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.
Valuation and ERISA Fiduciary Liability: Traps for the Unwary Appraiser
PDF, Size: 2,546 KB