Tentative Board Decisions
Tentative Board decisions are provided for those interested in following
the Board’s deliberations. All of the reported decisions are tentative and may
be changed at future Board meetings.
July 9, 2015 Board
Meeting
Disclosure
Framework: Disclosure Review—Fair Value Measurement. The Board discussed
potential changes to the disclosure requirements for Topic 820, Fair Value
Measurement. The Board directed the staff to research whether and how to
augment existing disclosures about measurement uncertainty.
Disclosure
Framework: Disclosure Review—Defined Benefit Plans. The Board discussed
potential changes to the disclosure requirements for defined benefit plans. The
Board decided that private companies would no longer be required to disclose a
reconciliation of the opening balances to the closing balances of plan assets
measured on a recurring basis in Level 3 of the fair value hierarchy. Instead,
private companies would disclose transfers into and out of Level 3 of the fair
value hierarchy and the amount of purchases of plan assets measured at Level 3
of the fair value hierarchy.
Clarifying
the Definition of a Business. The Board continued its deliberations,
discussing transition.
The Board decided that an entity would apply the
proposed guidance prospectively to any transactions that occur on or after the
effective date. The Board will not include a proposed effective date in the
Exposure Draft.
The Board decided that an entity would not be required
to provide the disclosures in paragraphs 250-10-50-1 through 50-3 or make any
additional disclosures at transition.
The Board directed the staff to
draft a proposed Accounting Standards Update for vote by written ballot, with a
comment period of 60 days.
Revenue
Recognition—Deferral of the Effective Date of ASU 2014-09. The Board
discussed comments received on its proposed Accounting Standards Update,
Revenue from Contracts with Customers (Topic 606): Deferral of the Effective
Date. The proposed Update would defer the effective date of the guidance in
Accounting Standards Update No. 2014-09, Revenue from Contracts with
Customers (Topic 606) (the new revenue standard), for all entities by one
year. The proposed Update also would allow entities to apply the new revenue
standard as of the original effective date.
Deferral of the
Effective Date
The Board affirmed its proposal to defer the
effective date of the new revenue standard for all entities by one year. As a
result, public business entities, certain not-for-profit entities, and certain
employee benefit plans will apply the new revenue standard to annual
reporting periods beginning after December 15, 2017. All other entities
will apply the new revenue standard to annual reporting periods
beginning after December 15, 2018.
Public business entities, certain
not-for-profit entities, and certain employee benefit plans will apply the new
revenue standard to interim reporting periods within annual reporting
periods beginning after December 15, 2017 (that is, beginning in the first
interim period within the year of adoption). All other entities will apply the
new revenue standard to interim reporting periods within annual
reporting periods beginning after December 15, 2019 (that is, all other entities
will not be required to apply the guidance in the new revenue standard in
interim periods within the year of adoption).
Early Adoption
Provision
The Board affirmed its proposal to permit all entities to
apply the new revenue standard early, but not before the original effective date
for public business entities, certain not-for-profit entities, and certain
employee benefit plans (that is, annual periods beginning after
December 15, 2016). Public business entities, certain not-for-profit entities,
and certain employee benefit plans choosing this option will apply the new
revenue standard to all interim reporting periods within the year of
adoption. All other entities will not be required to apply the new revenue
standard until interim periods after the first year of adoption.
Next Steps
The Board directed the staff to draft a final
Accounting Standards Update for vote by written ballot.
Ratification
of EITF Consensuses and Tentative Conclusions.
FASB Ratification
of EITF Consensuses
The Board ratified the following consensuses
reached at the June 18, 2015 Emerging Issues Task Force meeting. The Board
directed the staff to draft final Accounting Standards Updates reflecting those
consensuses for a vote by written ballot.
Issue No. 15-A,
"Application of the Normal Purchases and Normal Sales Scope Exception to Certain
Electricity Contracts within Nodal Energy Markets"
The EITF
reached a consensus that specifies that the use of locational marginal pricing
by an independent system operator to determine the transmission charge (or
credit) does not constitute net settlement of a contract for the purchase or
sale of electricity on a forward basis for transmission through, or delivery to
a location within, a nodal energy market, even in scenarios in which legal title
to the associated electricity is conveyed to the independent system operator
during transmission. Consequently, the use of locational marginal pricing by the
independent system operator does not cause that contract to fail to meet the
physical delivery criterion of the normal purchases and normal sales scope
exception. If the physical delivery criterion is met, along with all of the
other criteria of the normal purchases and normal sales scope exception, an
entity may elect to designate that contract as a normal purchase or normal sale.
The minutes of the June 18, 2015 EITF meeting, which will be posted to
the FASB website the week of July 20, 2015, describe the consensus in
detail.
Issue No. 15-C, "Employee Benefit Plan
Simplifications"
Issue I: Fully Benefit-Responsive Investment
Contracts
The EITF reached a consensus that requires that fully
benefit-responsive investment contracts be measured, presented, and disclosed
only at contract value, which maintains the relevant information while reducing
the cost and complexity of reporting for fully benefit-responsive investment
contracts. Plans will continue to provide disclosures that help users understand
the nature and risks of fully benefit-responsive investment
contracts.
Issue II: Plan Investment Disclosures
GAAP
requires plans to disclose (1) individual investments that represent 5 percent
or more of net assets available for benefits and (2) the net appreciation or
depreciation for investments by general type. The EITF reached a consensus that
eliminates those requirements for both participant-directed investments and
nonparticipant-directed investments. The net appreciation or depreciation in
investments for the period still will be required to be presented in the
aggregate, but will no longer be required to be disaggregated and disclosed by
general type.
The consensus also requires that investments (both
participant-directed investments and nonparticipant-directed investments) of
employee benefit plans be grouped only by general type, eliminating the need to
disaggregate the investments in multiple ways. In addition, if an investment is
measured using the net asset value per share (or its equivalent) practical
expedient in Topic 820 and that investment is in a fund that files a U.S.
Department of Labor Form 5500, Annual Return/Report of Employee Benefit
Plan, as a direct filing entity, disclosure of that investment’s strategy
will no longer be required.
Issue III: Measurement Date Practical
Expedient
The EITF reached a consensus that provides a practical
expedient to permit employee benefit plans to measure investments and
investment-related accounts (for example, a liability for a pending trade with a
broker) as of a month-end date that is closest to the plan’s fiscal year-end,
when the fiscal period does not coincide with month-end.
If a plan
applies the practical expedient and a contribution, distribution, and/or
significant event occurs between the alternative measurement date and the plan’s
fiscal year-end, the plan should disclose the amount of the contribution,
distribution, and/or significant event. The plan also should disclose the
accounting policy election and the date used to measure investments and
investment-related accounts.
The minutes of the June 18, 2015 EITF
meeting, which will be posted to the FASB website the week of July 20, 2015,
describe the consensus in detail.
FASB Ratification of EITF
Consensuses-for-Exposure
The Board ratified the following
consensuses-for-exposure reached at the June 18, 2015 EITF meeting. The Board
directed the staff to draft proposed Accounting Standards Updates reflecting
those consensuses-for-exposure for a vote by written ballot. The Board decided
to expose those proposed Updates for public comment for a period of
approximately 60 days.
Issue No. 15-D, "Effect of Derivative
Contract Novations on Existing Hedge Accounting Relationships"
The EITF reached a consensus-for-exposure that clarifies that a change in the
counterparty to a derivative instrument that has been designated as the hedging
instrument under Topic 815 does not, in and of itself, require dedesignation of
that hedge accounting relationship.
The minutes of the June 18, 2015 EITF
meeting, which will be posted to the FASB website the week of July 20, 2015,
describe the consensus-for-exposure in detail.
Issue No. 15-E,
"Contingent Put and Call Options in Debt Instruments"
The EITF
reached a consensus-for-exposure that clarifies the requirements for assessing
whether contingent call (put) options that can accelerate the payment of
principal on debt instruments are clearly and closely related to their debt
hosts. An entity performing the assessment under the consensus-for-exposure
would be required to assess the embedded call (put) options solely in accordance
with the four-step decision sequence.
The minutes of the June 18, 2015
EITF meeting, which will be posted to the FASB website the week of July 20,
2015, describe the consensus-for-exposure in detail.