Challenges of Takeovers

American Society of Enrolled Actuaries [ASEA]

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