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View More American Society of Enrolled Actuaries [ASEA] Webinars, Podcasts and Conferences

Ethics of a Takeover

American Society of Enrolled Actuaries [ASEA]

Dec. 19, 2023
On-Demand
Webinar

Speaker: Kelsey Mayo, JD, Director of Regulatory Affairs, American Retirement Association; Partner, Poyner Spruill LLP

Description: Retirement plan professionals are subject to various codes of conduct. This session will discuss real-life situations that arise when taking on new clients that require you to apply those ethical standards. How would you respond? How should you respond?

Learning Objectives:

Review applicable provisions of codes of conduct impacting ASEA professionals
Identify situations that can require decisions that will apply the ethical code
Apply code to situations that may include hidden pitfalls

More Information, How to Register