Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
COVID-19 News
COVID-19 Webcasts

Featured Jobs

Retirement Plan Consultant

(Telecommute / Dallas TX / University Place WA / Spring TX)

Definiti logo

Distribution Specialist

Carpenter Morse Group
(Telecommute / Longwood FL)

Carpenter Morse Group logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More American Society of Enrolled Actuaries [ASEA] Webcasts and Conferences

Challenges of Takeovers

American Society of Enrolled Actuaries [ASEA]

May 27, 2020
Recorded Online

This webinar will discuss the ins and outs of takeovers.  Discussion will include a framework for the actuarial information needed for a smooth transition of actuarial services, including identifying the information to request, gaining an understanding of Rev. Proc. 2017-56 and its applications, and reviewing the Code of Conduct as it pertains to cooperation between actuaries.

Learning Objectives:

  • Review what information is needed for a takeover case.
  • Gain an understanding of the rules and requirements under Rev. Proc. 2017-56 for takeovers.
  • Explore when the Code of Conduct comes into play for takeovers


  • Lorraine Dorsa, MSEA, Principal, Aegis Pension Services, Inc.
  • Charles Brown, Actuary, Economic Group Pension Services, Inc.

More Information, How to Register

© 2020, Inc.