Meeting Details

Schedule/Additional Infoexpand_more
ASEA Webcast: The Challenges of Takeovers-OD
1.00 ASPPA
May 27, 2020 To May 27, 2021
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Recorded Webcast
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Core
 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.

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