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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

More information about this event.