Financial Statements for Plans

November 19, 2014 at 12:24 pm Leave a comment


In October, Benefits Magazine ran an article, “Financial Statements-Gaining a Deeper Understanding”. The story explains different parts of employee plan financial statements. The author includes a reminder that those in charge of the plan are responsible in the end for those statements and their accuracy (Reinhardt, Joseph A. (2014). Financial Statements- Gaining a Deeper Understanding. Benefits Magazine, 51 (10), 47.). His point underscores the importance of plan sponsors reviewing the statements and making sure they understand them. Plan sponsors need to ensure those preparing their statements have all the information they need, and that they are qualified and doing an appropriate job just like any other service provider.

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Christine Gurney

A pension professional who shares her thoughts and ideas about the pension world for industry members and anyone else interested.

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