Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Mergers & Acquisition Specialist

Compass
(Remote / Stratham NH / Hybrid)

Compass logo

Plan Manager

Automotive Industries Trust Funds
(Dublin CA / Hybrid)

Automotive Industries Trust Funds logo

Relationship Manager for Defined Benefit/Cash Balance Plans MM

Daybright Financial
(Remote)

Daybright Financial logo

Senior Client Service Specialist

EPIC RPS
(Remote / Norwich NY)

EPIC RPS logo

Internal Sales Consultant

Pentegra
(Remote / Putnam Valley NY)

Pentegra logo

Attorney - ERISA, Benefits, & PRT

Securian Financial Group
(Remote / Saint Paul MN / Hybrid)

Securian Financial Group logo

Actuary

The Pension Source
(Remote / Stuart FL / Abilene TX / Nashville TN)

The Pension Source logo

Retirement Plan Processor

BPAS
(Utica NY)

BPAS logo

Distribution Reviewer

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Consulting Actuary

Strongpoint Partners
(Remote)

Strongpoint Partners logo

Regional Sales Director

Independent Retirement
(Remote)

Independent Retirement logo

Experienced Employee Benefits Attorney

Shipman & Goodwin LLP
(Hartford CT / Stamford CT / Boston MA / Hybrid)

Shipman & Goodwin LLP logo

Census Coordinator

BPAS
(Utica NY)

BPAS logo

Relationship Manager

Daybright Financial
(Remote)

Daybright Financial logo

Relationship Manager

Compass
(Remote / Stratham NH / Hybrid)

Compass logo

Combo Retirement Plan Administrator

Strongpoint Partners
(Remote)

Strongpoint Partners logo

View More Employee Benefits Jobs

Free Newsletters

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

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon
Webinars
and Podcasts
  >  Upcoming   |   On-Demand
Conferences   >  Upcoming   |   Grouped by Location
All Webinars, Podcasts and Conferences   >  Upcoming   |   Grouped by Sponsor

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

Challenges of Takeovers

American Society of Enrolled Actuaries [ASEA]

May 27, 2020
On-Demand
Webinar

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

Speakers:

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

More Information, How to Register