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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

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