Ethics II - Knowing and Doing Recorded NAGDCA Conference Session
2 hours of CRC® CE
This advanced ethics course provides practical examples that help bridge the gap between knowing the InFRE Code of Ethics and doing the right thing when faced with an ethical dilemma.

Price: $29.00

 
Course Description:
Knowing the ethical thing to do and actually doing it can be very difficult. This advanced ethics course provides practical examples that help bridge the gap between knowing the InFRE Code of Ethics and doing the right thing when faced with an ethical dilemma. A brief review of the InFRE Code of Ethics will be followed by examples, case studies and discussion to explore the practical side of ethical decision making. This course fulfills the continuing education requirement for renewing the Certified Retirement Counselor® and Certified Retirement Administrators certifications.

Your presenter for this session will be Mary Willet, CRA®, CRC®, Willett Consulting. Mary is an independent benefit plan consultant in Oregon, Wisconsin with more than twenty years experience in the field of public employee retirement benefits. Mary is an expert in public sector retirement plans, specializing in Section 457 deferred compensation plans, 403(b) tax sheltered annuity programs and 401(a) qualified pension plans. She currently works with government employers, industry members and other consultants on projects pertaining to public sector retirement programs. Mary specializes in helping state and local government employers understand their fiduciary responsibilities to their benefit programs and in evaluating their retirement plan’s compliance with federal laws and regulations. Before starting her consulting business in 2002, Mary was Director of the Office of Supplemental Retirement Plans and Federal Compliance for the State of Wisconsin Retirement System. Her responsibilities in this position included the management of the Wisconsin Deferred Compensation Plan, an unbundled Section 457 plan with over $2 billion in assets and more than 45,000 participants, and federal compliance oversight for the qualified pension system and supplemental benefit programs.

Specifications:
Recorded NAGDCA conference session video with instructor Mary Willett, Willet Consulting

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