Available until November 29, 2019
Speakers: Angela Barclay, MSPA, Enrolled Actuary, Pension Benefits Unlimited, Inc.; Justin Bonestroo, CPC, QPA, QKA, CPFA, SVP, CBIZ, Inc.; and Lynn M. Young, MSPA, Consulting Actuary, Pinnacle Plan Design, LLC
Experience Level for Attendees: All
IRS Program Number: CZTXU-E-00963-18-O
Description
Using colorful examples from sports, politics and current business news, analyze how "good" people end up in the Village of Ethics Purgatory, and discuss how to avoid this and other bad neighborhoods. Was it the detour through Half-Truth Town, the shortcut through Oblivious Falls or not wanting to stop and ask for directions? Perhaps, you were in uncharted waters and found yourself or your colleagues were in over their heads. Find out how to navigate through the ethical decision process. The webcast will include defined benefit material, but all are welcome to join this road trip.
Key Takeaways:
1. Identify behaviors and attitudes that lead to making ethical decisions.
2. List habits and specific strategies that promote good ethical decisions.
3. Apply the Code of Conduct and applicable ethical standards from the IRS and JBEA to real-world and industry examples.
Registration Deadlines:
On-Demand: 11/29/2019
CE Credit: 2 ARA Ethics, 2 ERPA Ethics, 2 JBEA Core, 2 JBEA Ethics
About the Speakers
Angie Barclay is an Enrolled Actuary at Pension Benefits Unlimited, Inc. A graduate of Cornell University, Angie double majored in mathematics and economics before earning her master’s degree in education. Angie currently serves on the ACOPA Leadership Council, and also volunteers for the ACOPA Retirement Plan Academy Advisory Group, the ACOPA Membership Committee and the Conference Committee for ASPPA Annual.
Justin Bonestroo is a Senior Vice President with CBIZ ACI. As a consulting actuary, Justin partners with CPAs and advisors to ensure the plans they implement for prospects and mutual clients will grow, and continue to meet their clients’ goals and expectations in the most efficient ways. Having worked on both the administrative and actuarial sides of the pension industry since 2002, Justin is exceptionally skilled at and has a passion for enhancing plans to provide better retirements for business owners and their participants. When Justin isn’t working with clients or volunteering his time within the industry, he is writing or speaking about industry related topics, helping his audience understand the complex rules and regulations surrounding retirement plans.
Lynn Young is an enrolled actuary, and has over 32 years of experience in the consulting and administration of qualified defined benefit, cash balance and defined contribution plans. She specializes in actuarial consulting and third-party administration of defined benefit retirement plans. Lynn is the Past-President of ACOPA and a past board member of ASPPA’s Board of Directors. She, along with fellow actuaries from Pinnacle Plan Design, authored 2016 edition of the Defined Benefit Answer Book.
| Individual Viewer | Additional Viewers |
| ASPPA Member: $115 | ASPPA Member: $45 |
| Non-Member: $190 | Non-Member: $70 |
Registration for on-demand recorded webcasts includes unlimited viewing before the one-year expiration date, webcast outline and any additional presentation materials. Recordings are available one week after the live webcast takes place.
Webcast Package Pricing:
Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected].
Methods of Registration:
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- Download a registration form.
- Online: For credit card payment only. Receive an immediate email Registration Confirmation.
- Email your scanned registration form(s) and credit card information to [email protected].
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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:
Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]