New Pension Reporting Rules

Interview With Disclosure Experts, Ms. Peggy Bradley and Mr. Adrian Weidenfeller

On May 18, 2010, Dr. Susan Mangiero talked to Ms. Peggy Bradley and Mr. Adrian Weidenfeller about new pension audit rules, Form 5500 service provider fee disclosure requirements and the need for valuation policies and procedures.

Ms. Bradley is a senior vice president with the Northern Trust Company and led the FAS 157 Implementation Project for the Bank’s internal and external clients. For a full bio for Ms. Bradley, click here.

Mr. Weidenfeller is a consultant in the Operational Client Servicing Solutions group of the Northern Trust Company and helps clients with Form 5500 preparation work. For a full bio for Mr. Weidenfeller, click here.

To listen to the May 18, 2010 video interview about pension audit and reporting rules, click below.


Editor’s Notes:

  • Correction to Slide 11: FASB Alignment of Asset Categorization – Should read ASU 2010-06
  • Correction to Slide 30: The word “formal” should be “formula” instead.


Contact Us / Privacy Policy / Registration Page / Contribute

The FiduciaryXSM website, owned and operated by Investment Governance, Inc., provides independent and actionable information, data and education products for institutional investors. Focused on "best practices" and investment process standards, FiduciaryXSM deliverables focus on topics such as pension risk management, asset allocation, ERISA compliance, mutual fund board education, endowment and foundation strategies, hedge fund investing, investment ethics, hard to value pricing, fiduciary duties, investment governance leadership, 401(k) fee analysis, investment litigation, securities lending, portfolio diversification, fiduciary liability insurance, socially responsible investing and much more.

Copyright © 2014 by Investment Governance, Inc. All Rights Reserved. This site is made available for educational purposes. Nothing on this site is intended to serve as investment, financial, accounting or legal advice. Investment Governance, Inc. does not endorse any specific companies or their products or services.