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Compass
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Strongpoint Partners
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July Business Services
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Regional Vice President, Sales MAP Retirement USA LLC
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Managing Director - Operations, Benefits Daybright Financial
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| Webinars and Podcasts |
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View More American Society of Enrolled Actuaries [ASEA] Webinars, Podcasts and Conferences
Challenges of TakeoversAmerican Society of Enrolled Actuaries [ASEA] |
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May 27, 2020 On-Demand Webinar |
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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:
Speakers:
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