Speakers: Lorraine Dorsa, MSEA, Ageis Pension Services, Inc.
Charles Brown, MSEA Economic Group Pension Services, Inc.
Experience Level for Attendees: Intermediate
Target Audience: Actuaries, TPA’s, Attorneys
Keywords: Takeover, actuarial services, Code of Conduct
IRS Program Number: CZTXU-Q-01175-20-O
Description: This 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.
Recorded webcasts are available one year after their live air date.