Exposure Drafts, Comment Letters, and Statements of Position

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Description

This proposed statement of position (SOP) would amend chapter 4 of the AICPA Audit and Accounting Guide Audits of Employee Benefit Plans, as of March 31, 1991 (hereafter referred to as the guide). This proposed SOP updates the guide to conform to the following accounting standards: 1. Financial Accounting Standards Board (FASB) Statement of Financial Accounting Standards No. 105, Disclosure of Information About Financial Instruments with Off-Balance-Sheet Risk and Financial Instruments with Concentrations of Credit Risk 2. FASB Statement No. 106, Employers' Accounting for Postretirement Benefits Other than Pensions, as applicable This proposed SOP also makes the following changes or clarifications in accounting and reporting requirements set forth in the guide: 1. The objective of financial reporting by a defined-benefit health and welfare plan has been clarified (see paragraph 19). 2. Defined-benefit health and welfare plans, both single and multiemployer, should account for and separately report benefit obligations, including postretirement benefit obligations (see paragraphs 36 through 49). 3. The requirement to recognize claims incurred but not reported has been clarified (see paragraph 39). 4. Benefit obligations should not include death benefits actuarially expected to be paid during the active service period of participants (see paragraph 36). 5. Defined-contribution health and welfare plans are distinguished from defined-benefit health and welfare plans (see paragraphs 3 and 23). 6. The requirements for determining the obligation for accumulated eligibility credits have been clarified (see paragraph 43). The recommendations in this proposed SOP are effective for audits of financial statements for plan years beginning after December 15, 1992; the application of this proposed SOP to plans with no more than 500 participants in the aggregate shall be effective for plan years beginning after December 15, 1994. Earlier application is encouraged. Accounting changes adopted to conform to the provisions of this proposed SOP shall be made retroactively. Financial statements of prior plan years are required to be restated to comply with the provisions of this proposed SOP only if presented together with financial statements for plan years beginning after December 15,1992. If accounting changes were necessary to conform to the provisions of this proposed SOP, that fact shall be disclosed when financial statements for the year in which this proposed SOP is first applied are presented either alone or with financial statements of prior years.

Publication Date

1991

Relational Format

Book

Keywords

Employee fringe benefits -- United States -- Accounting; Employee fringe benefits -- United States -- Auditing

Disciplines

Accounting | Taxation

Comments

Originally published by: American Institute of Certified Public Accountants; Copyright and permission to reprint held by: American Institute of Certified Public Accountants.

Proposed statement of position : accounting and reporting by health and welfare benefit plans : proposed amendment to AICPA audit and accounting guide, Audit of employee benefit plans;Proposed statement of position : accounting and reporting by health and welfare benefit plans : proposed amendment to AICPA audit and accounting guide, Audit of employee benefit plans; Exposure draft (American Institute of Certified Public Accountants), 1991, Sept. 5

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