Share Accounting

Rinehart, Melissa

​We have a client that is strongly considering changing their unitized stock fund to share accounting. The plan is a larger plan with a lot of daily activity. Does anyone have any best practices they would be willing to share/discuss for share accounting?

2 thoughts on “Share Accounting”

  1. Comment from Omni Sharepoint site

    Mies, Wanda
    ​Securian does not use Share Accounting.​

    September 9, 2021

  2. Comment from Omni Sharepoint site
    Golaboski, Heidi
    ​T. Rowe Price does not use Share Accounting.

    September 20, 2021

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