In much of what we do, we owe a duty to various parties who are counting on us for integrity, knowledge and judgment. This includes fiduciary, ethical and professional duties with respect to pension matters. This session will cover fulfilling pension duties with appropriate standards of conduct, loyalty and integrity that provide sustainable funding practices and fair accounting disclosures.

Branden Lopez, Senior Manager, Government Services – Marcum LLP
James J. Rizzo, Senior Consultant and Actuary – Gabriel, Roeder, Smith & Company

Program Description What Is Your Duty? And To Whom Do You Owe It?
Important Notice Regarding CPE:
Learning Objectives
  • Discuss the fiduciary responsibilities involved in managing pensions
  • Highlight ethical responsibilities of those charged with oversight
  • Discuss the roles of advisors associated with the management of a pension account
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Hour
Recommended Field of Study Accounting (Governmental)
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.