Meeting Details

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Events
ASEA Webcast - Ethics of a Takeover (On-Demand)
1.00 ASPPAETH
Date:
December 19, 2023 To December 19, 2024
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Format:
Recorded Webcast
Location:
Virtual
Credits:
1.00 ASPPA Ethics
1.00 ERPA Ethics
1.00 NAPA Ethics
1.00 NTSA Ethics

Retirement plan professionals are subject to various codes of conduct. This session will discuss real-life situations that arise when taking on new clients that require you to apply those ethical standards. How would you respond? How should you respond?

About the Speaker
Kelsey Mayo is an ERISA attorney at Poyner Spruill and ARA's Director of Regulatory Affairs. She routinely represents clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation, including many pension plan sponsor and service providers, and enjoys helping professionals decipher the most complex areas of this field.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.

To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session
  • List Price: $85.00
  • Member Price: $67.00
 
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