Speaker: Angela Barclay, EA, MSPA, Pension Benefits Unlimited, Inc.
Michael Eaton, EA, MSPA, CPC, Summit Benefit & Actuarial Services, Inc.
Lynn Young, EA, MSPA, Pinnacle Plan Design, LLC
Experience Level for Attendees: All
Target Audience: Actuaries, TPA’s, Plan Administrators, advisers
Keywords: Ethics, Defined Benefit, Actuarial, Administration
IRS Program Number: CZTXU-E-01112-19-O
Description: Even if you already have your Ethics CE credit you won’t want to miss this engaging session! We will explore recent ethical scandals in the real world to determine what we can learn from these events as they relate to our practice. For example, what does the college admissions scandal teach us about ignoring potential consequences? How can we learn to address problems as they arise and avoid a Boeing Max scandal?
With a number of retirement specific case studies we will explore the difficult scenarios that test our professionalism and our ethical standards. How do we take accountability for mistakes that are made and right the wrongs? Together we will discuss the relevant issues and determine the optimal course to provide resolution.
Recorded webcast are available one year after their live air date.