Orange is the New Gray
2024 CCA Annual Meeting (October 28, 2024)
Best of the Gray, Blue, and Green Books
2024 Enrolled Actuaries Conference (March 12, 2024)
Working With PBGC
2023 CCA Annual Meeting (October 18, 2023)
Market-Based Cash Balance Plan Accounting
2023 CCA Annual Meeting (October 16, 2023)
Actuarial Valuation of Variable Annuity and Market Cash Balance Plans
2022 CCA Annual Meeting (October 18, 2022)
Current State of Market Cash Balance Plans
2022 CCA Annual Meeting (October 17, 2022)
Cash Balance Plans for Large Companies
2022 Enrolled Actuaries Conference (May 02, 2022)
Fiduciary Responsibility: I am a Fiduciary Now What?
2021 CCA Annual Meeting (October 25, 2021)
Assumption Setting in a COVID-19 Environment
2021 CCA Annual Meeting (October 25, 2021)
Successfully Working With PBGC
2020 CCA Virtual Annual Meeting (October 27, 2020)
Credit Balance and Funding Strategies - The Holiday is Over
2019 CCA Annual Meeting (October 30, 2019)
Becoming a (Non) Fiduciary
2019 CCA Annual Meeting (October 28, 2019)
Overview: Settling Pension Liabilities
2019 Enrolled Actuaries Meeting (April 09, 2019)
Q&N/As: Things We Don't Know
2017 CCA Annual Meeting (October 23, 2017)
Q&NAs: Things We Know We Don’t Know
2017 Enrolled Actuaries Meeting (April 05, 2017)
Cash Balance: Current Issues with Market-Based Plans
2016 CCA Annual Meeting (October 25, 2016)
Blue Book and IRC Questions: Ask the Experts
2016 CCA Annual Meeting (October 24, 2016)
Sunday Session: Blue Book and IRC Questions: Ask the Experts
2016 CCA Annual Meeting (October 23, 2016)
PBGC Blue Book and IRC Questions
2016 Enrolled Actuaries Meeting (April 12, 2016)
Cash Balance Design for Large Plans
2016 Enrolled Actuaries Meeting (April 11, 2016)
Nondiscrimination Rules
Nondiscrimination Rules Audio/Webcast (May 20, 2015)
Annuity Purchases
2014 CCA Annual Meeting (October 22, 2014)
Valuation Issues for Variable Benefits Plans
2014 Enrolled Actuaries Meeting (March 24, 2014)
Unwelcomed Media Attention: Sensationalism or Substance?
2012 CCA Annual Meeting (October 24, 2012)
Recent Developments in Hybrid Plans
2012 CCA Annual Meeting (October 23, 2012)
Hybrid Regulations for Plans Large and Small
2011 CCA Annual Meeting (October 25, 2011)
Pension Funding Relief – Wuh!
2011 CCA Annual Meeting (October 24, 2011)
Exposure to IAS Changes to Benefits Accounting
2010 CCA Annual Meeting (October 26, 2010)
Benefit Restrictions - Notification Issues - What, When, and How?
2010 CCA Annual Meeting (October 25, 2010)
Benefit Restrictions – Amendments and UCEB
2010 Enrolled Actuaries Meeting (April 13, 2010)
If We Build It, Will They Come? A Retirement 20/20 Update
2009 CCA Annual Meeting (November 02, 2009)
It's a Small World After All
2009 CCA Annual Meeting (November 02, 2009)
Non-discrimination Rules
2009 Enrolled Actuaries Meeting (March 31, 2009)
PPA – Please Provide Advice!
2008 CCA Annual Meeting (October 28, 2008)