Session from the 2012 CCA Annual Meeting
18 - Lifetime Income
10/22/2012 - 2:15 – 3:30 PM
Session Category: Cross Discipline - General
Credits:
EA Core 0.75 EA Noncore 0.75 CPD 1.50
The speakers examine employer responses to early 2012 Treasury regulations on annuity promotion, dealing with fiduciary issues, and the current state of the annuity market.
Speakers:
1.
Thomas S. Terry
- TTerry Consulting LLC
2.
Heidi Rackley
- Mercer
3.
Tonya B. Manning
- Internal Revenue Service
