03 - ASOP Trivia
2024 CCA Professionalism Forum (December 05, 2024)
703 - Fiduciary Considerations in Annuity Placements
2024 CCA Annual Meeting (October 30, 2024)
501 - ERISA 50 Years - Where has the Time Gone?
2024 CCA Annual Meeting (October 29, 2024)
Considering Diversity in Serving Clients
Considering Diversity in Serving Clients Webinar (August 14, 2024)
Single Employer Regulator Update: IRS, PBGC and Treasury
2024 Enrolled Actuaries Conference (March 13, 2024)
Late Breaking Developments
2024 Enrolled Actuaries Conference (March 11, 2024)
AI and Technology in the Actuarial Workplace
2024 Enrolled Actuaries Conference (March 11, 2024)
International Diversity
2023 CCA Annual Meeting (October 18, 2023)
Evolving Retirement Landscape
2023 CCA Annual Meeting (October 17, 2023)
Single Employer Regulator Update: IRS, PBGC, and Treasury
2023 Enrolled Actuaries Conference (May 05, 2023)
Late Breaking Developments
2023 Enrolled Actuaries Conference (May 01, 2023)
Strategic Plan Design for DC Plans
2022 CCA Annual Meeting (October 19, 2022)
Inclusive Conversations – A Women in Consulting Community Forum
2022 CCA Annual Meeting (October 18, 2022)
Single Employer Regulator Update: IRS, PBGC, and Treasury
2022 Enrolled Actuaries Conference (May 06, 2022)
Joint Board Update
2022 Enrolled Actuaries Conference (May 06, 2022)
Late Breaking Developments
2022 Enrolled Actuaries Conference (May 02, 2022)
COVID-19 and the New Workplace
2021 CCA Annual Meeting (October 25, 2021)
Q&A with IRS/Treasury
2021 Enrolled Actuaries Conference (May 07, 2021)
Joint Board Update
2021 Enrolled Actuaries Conference (May 07, 2021)
IRC 430/436 - What Works Well and What Doesn't Work Well
2020 CCA Virtual Annual Meeting (October 20, 2020)
Late Breaking Developments
2020 CCA Virtual Annual Meeting (October 19, 2020)
Late Breaking Developments
2019 CCA Annual Meeting (October 28, 2019)
Rise and Fall of Discount Rates
2019 Enrolled Actuaries Meeting (April 10, 2019)
Dialogue with the IRS/Treasury
2019 Enrolled Actuaries Meeting (April 10, 2019)
Working With the IRS for Rulings
2019 Enrolled Actuaries Meeting (April 09, 2019)
Code of Professional Conduct: Point/Counterpoint
2018 CCA Annual Meeting (October 24, 2018)
Late Breaking Developments
2018 CCA Annual Meeting (October 22, 2018)
Dialogue With the IRS/Treasury
2018 Enrolled Actuaries Meeting (April 11, 2018)
Funding Method Changes Under the New Guidance
2018 Enrolled Actuaries Meeting (April 09, 2018)
Different Measures of Pension Liabilities
Different Measures of Pension Liabilities Audio/Webcast (March 14, 2018)
Late Breaking Developments
2017 CCA Annual Meeting (October 24, 2017)
Meeting in the Middle: Composite Plans and Other Risk Sharing Retirement Plans
2017 Enrolled Actuaries Meeting (April 05, 2017)
Dialogue with the IRS/Treasury
2017 Enrolled Actuaries Meeting (April 05, 2017)
Lifetime Income Options
2017 Enrolled Actuaries Meeting (April 04, 2017)
Funding Method Changes: What Qualifies as a Method Change and How to Get Them Approved
2017 Enrolled Actuaries Meeting (April 04, 2017)
Pension Regulations – Explained and Applied
Pension Regulations – Explained and Applied Audio/Webcast (February 22, 2017)
Case Studies of Professionalism: Navigating the ASOPs
2016 CCA Annual Meeting (October 25, 2016)
Late Breaking Developments
2016 CCA Annual Meeting (October 24, 2016)
Presidential Politics and Policy: Benefits Under Debate
Presidential Politics and Policy: Benefits Under Debate Audio/Webcast (September 14, 2016)
Late Breaking Developments
2016 Enrolled Actuaries Meeting (April 12, 2016)
Do Your Reports Measure Up? ASOP Communication and Disclosure Rules
2016 Enrolled Actuaries Meeting (April 11, 2016)
Late Breaking Developments
2016 Enrolled Actuaries Meeting (April 11, 2016)
Ethics in Action
2015 CCA Annual Meeting (October 28, 2015)
An Overview of New IRS Section 430 Regulations
2015 CCA Annual Meeting (October 28, 2015)
Late Breaking Developments
2015 CCA Annual Meeting (October 26, 2015)
An Overview of New IRS Section 430 Regulations
An Overview of New IRS Section 430 Regulations (October 01, 2015)
Lifetime Income Options
2015 Enrolled Actuaries Meeting (April 14, 2015)
Current Issues for Pension Actuaries: A Panel Discussion
30th International Congress of Actuaries (March 31, 2014)
Dialogue with the IRS/Treasury
2014 Enrolled Actuaries Meeting (March 26, 2014)
Mortality in 2-D
2014 Enrolled Actuaries Meeting (March 25, 2014)
Public Pension Plans Blue Ribbon Panel
2014 Enrolled Actuaries Meeting (March 24, 2014)
Late Breaking Developments
2014 Enrolled Actuaries Meeting (March 24, 2014)
2013 Pension Symposium: Outlook for Private Sector Pension Funding
2013 Pension Symposium: Outlook for Private Sector Pension Funding (April 10, 2013)
Dialogue with the IRS/Treasury
2013 Enrolled Actuaries Meeting (April 10, 2013)
Mergers
2013 Enrolled Actuaries Meeting (April 10, 2013)
MAP-21
2013 Enrolled Actuaries Meeting (April 09, 2013)
Annual Funding Notices and Sec. 436 Restriction Notices
2013 Enrolled Actuaries Meeting (April 08, 2013)
MAP-21
2013 Enrolled Actuaries Meeting (April 08, 2013)
Late Breaking Developments
2013 Enrolled Actuaries Meeting (April 08, 2013)
Dialogue With the IRS
2012 CCA Annual Meeting (October 24, 2012)
Lifetime Income
2012 CCA Annual Meeting (October 22, 2012)
Late Breaking Developments
2012 CCA Annual Meeting (October 22, 2012)
Measuring and Managing Longevity Risk
2012 Enrolled Actuaries Meeting (March 28, 2012)
Pension Relief Act (PRA) for Single ER Plans
2012 Enrolled Actuaries Meeting (March 28, 2012)
Mad Men - Dealing with ERISA
2012 Enrolled Actuaries Meeting (March 28, 2012)
Dialogue with the IRS/Treasury
2012 Enrolled Actuaries Meeting (March 27, 2012)
Dialogue with the IRS
2011 CCA Annual Meeting (October 26, 2011)
Late Breaking Developments
2011 CCA Annual Meeting (October 24, 2011)
Pension Symposium: Retirement Security – A Call To Action
Pension Symposium: Retirement Security – A Call To Action (March 30, 2011)
Dialogue with the IRS
2011 Enrolled Actuaries Meeting (March 30, 2011)
Overview of Assumption Setting
2011 Enrolled Actuaries Meeting (March 28, 2011)
Benefit Restrictions
Benefit Restrictions (March 09, 2011)
Dialogue With the IRS
2010 CCA Annual Meeting (October 27, 2010)
Late Breaking Developments
2010 CCA Annual Meeting (October 25, 2010)
Pension Funding Relief
Pension Funding Relief (September 14, 2010)
Benefit Restrictions: The New Rules
2010 Enrolled Actuaries Meeting (April 13, 2010)
Dialogue with the DOL
2010 Enrolled Actuaries Meeting (April 12, 2010)
Benefit Restrictions: The New Rules
2010 Enrolled Actuaries Meeting (April 12, 2010)
Liability Estimation For Range Certifications
2009 Enrolled Actuaries Meeting (April 01, 2009)
Inconvenient Truths
2009 Enrolled Actuaries Meeting (April 01, 2009)
The Great Unknown: Q & Nas
2009 Enrolled Actuaries Meeting (March 31, 2009)
Funding Policy: Beyond Minimum
2009 Enrolled Actuaries Meeting (March 30, 2009)
Professionalism - Part 3: Actuarial Communications
2008 Employee Benefits Spring Meeting (June 06, 2008)
General Session - Why Do Firms Offer Risky Defined Benefit Pension Plans?
2008 Employee Benefits Spring Meeting (June 05, 2008)
PPA 1 - PPA in Practice - What Have We Learned?
2008 Employee Benefits Spring Meeting (June 04, 2008)
Courts vs. IRS
2008 Enrolled Actuaries Meeting (April 08, 2008)
Compliance Gotchas
2008 Enrolled Actuaries Meeting (April 07, 2008)
PPA: 2008 -- The First Year
2008 Enrolled Actuaries Meeting (April 07, 2008)
PPA Gut Check
PPA Gut Check (January 22, 2008)