Lynn M. Young, EA, FSEA, Pinnacle Plan Design
Corey B. Zeller, MSEA, CPC, QPA, QKA, Preferred Pension Planning Corp.
Experience Level for Attendees: All
Target Audience: Actuaries, TPAs, DB administrators
Keywords: Ethics; Circular 230; Code of conduct
Description: Last chance to fulfill your ethics credit for this cycle! Join Lynn Young and Corey Zeller as they review ethical guidelines for plan professionals, with a focus on issues affecting DB plan practitioners and actuaries. This 50-minute session will explore real-life ethical dilemmas and discuss how Circular 230 and the Code of Professional Conduct impact and inform a professional’s response to difficult situations.
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.