Available Until., December 15, 2022
Speakers: Lynn Young, Pinnacle Plan Design, LLC; Kelsey Mayo, Poyner Spruill, LLP
Experience Level Of All Atteendees: ALL
Target Audience: : TPA’s, Actuaries
Keywords: Ethics, Professionalism, Best practice
Description : In this interactive session, presenters and audience members debate solutions to difficult ethical issues. Case studies that focus on situations actuaries face in their practice will be discussed including confidentially, errors, and difficult clients.
Learning Objectives:
- Interact with other professionals to hear perspectives on specific ethical issues.
- Discuss appropriate business ethics to occurring problems.
- Discuss when or if there is a duty to disclose wrongdoing or errors by other professional.
If you would like to submit any questions, please send them to [email protected]
Registration Deadlines:
Live: 12/15/2021
On-Demand: 12/15/2022
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 JBEA core, 1 JBEA Formal
About the Speaker:
Kelsey Mayo’s practice is focused in the areas of Employee Benefits and Executive Compensation. She works with business owners and HR executives to understand and manage employee benefits and executive compensation arrangements. She routinely represents clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation and has extensive experience in virtually all aspects of employee benefit plans and executive compensation arrangements. She is recognized by Chambers USA as a leading lawyer for Business (Employee Benefits & Executive Compensation).
Kelsey enjoys helping professionals decipher the most complex areas of this field and speaks regularly with industry organizations, including the American Society of Pension Professionals and Actuaries and CPA organizations. Kelsey was a long-time volunteer on both ASPPA and ACOPA’s Government Affairs Committees and now serves as the American Retirement Association’s Director of Regulatory Policy.
Kelsey also brings her background in accounting as well as her study for the actuarial exams to bear for the benefit of her clients. She is uniquely positioned to understand how benefits integrate with a company’s financial concerns and to assist owners and executives in managing these benefit programs.
Lynn Young is an Enrolled Actuary and has over 36 years of experience in the consulting and administration of qualified defined benefit, cash balance, and defined contribution plans. As an Enrolled Actuary, Lynn specializes in actuarial consulting and third-party administration of defined benefit retirement plans. Lynn is a past President of the American Society of Enrolled Actuaries (ASEA, formerly ACOPA). Lynn, along with her fellow Pinnacle Plan actuaries author the Defined Benefit Answer Book. Lynn is a Member of Pinnacle Plan Design, LLC
Webcast Package Pricing
For more details on additional training package offerings, please contact [email protected]
Methods of Registration: To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.
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Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.
E-mail: E-mail your scanned registration form(s) and credit card information to [email protected]
Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.
Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725
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General Information
Cancellation Policy
All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.
Disclaimer
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions
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