Professionalism - Tactical Ideas Around Client Communication (ASOP 41 in Practice)

Sessions:

Session Handout

Professionalism - Tactical Ideas Around Client Communication (ASOP 41 in Practice) June 13, 2012 12:30 PM - 1:45 PM

We all issue actuarial reports, but we also issue actuarial communications in many other forms. Do we all know what should - and shouldn't - be in them? When the auditor comes calling, what is he looking for? Speakers address the professionalism standards as they relate to actuarial reports, AFTAP certifications, forecasts and more, along with many of the common pitfalls an actuary should avoid when issuing an actuarial communication.

Session Category
Professionalism
Credits
EA Core1.50
CPD1.50

  • 1 Thomas A. Swain Findley
  • 2 Thomas J. Finnegan CBIZ Retirement Plan Services