Document Restatements
2024 Enrolled Actuaries Conference (March 12, 2024)
Controlling the Code Section 4980 Excise Tax on Reversions
2024 Enrolled Actuaries Conference (March 12, 2024)
Deep Dive Into Code Section 404
2024 Enrolled Actuaries Conference (March 11, 2024)
The Effect of the SECURE Act on Small Plans
2023 CCA Annual Meeting (October 18, 2023)
Design and Deductions for Professional Groups
2023 Enrolled Actuaries Conference (May 01, 2023)
Plan Terminations for Small Plans
2022 CCA Annual Meeting (October 19, 2022)
Cash Balance Design for Small Plans
2022 Enrolled Actuaries Conference (May 04, 2022)
Post Year End Adoption
2022 Enrolled Actuaries Conference (May 02, 2022)
Interplay Between IRC 404 and 430
2021 Enrolled Actuaries Conference (May 05, 2021)
Compensation for Self Employed
2019 Enrolled Actuaries Meeting (April 09, 2019)
Section 199A Tax Reform
2019 Enrolled Actuaries Meeting (April 08, 2019)
Cash Balance Plans for Small Employers and Professional Groups
2018 Enrolled Actuaries Meeting (April 10, 2018)
DC Plans Issues When Combined With DB Plans for Testing
2018 Enrolled Actuaries Meeting (April 09, 2018)
Small Plan Design and Combo Testing
2017 Enrolled Actuaries Meeting (April 04, 2017)
Cash Balance Update for Small Plans and Professional Employers
2017 Enrolled Actuaries Meeting (April 04, 2017)
Small Plan Tax Issues: Dealing with the CPA
2017 Enrolled Actuaries Meeting (April 03, 2017)
Deduction Limits for DB Plans and Combined Plans
2016 Enrolled Actuaries Meeting (April 12, 2016)
Small Plan Funding Update
2016 Enrolled Actuaries Meeting (April 12, 2016)
Cash Balances - Small Plan Design and Operation
2016 Enrolled Actuaries Meeting (April 11, 2016)
Cash Balance/401(k) Plan Combinations for Professional Service Organizations
2015 CCA Annual Meeting (October 28, 2015)
Small Plans: DB Plans With Surplus Assets
2015 Enrolled Actuaries Meeting (April 14, 2015)
Cash Balance Issues for Small Plan Actuaries
2014 CCA Annual Meeting (October 20, 2014)
Cash Balance - Small Plan
2014 Enrolled Actuaries Meeting (March 25, 2014)
Year End Valuations
2014 Enrolled Actuaries Meeting (March 24, 2014)
Small Business Accounting, Relationship and Marketing Issues for Actuaries and Qualified Plan Consul
2013 CCA Annual Meeting (October 23, 2013)
Year End Valuations
2013 Enrolled Actuaries Meeting (April 08, 2013)
Cash Balance - Small Plans
2013 Enrolled Actuaries Meeting (April 08, 2013)
Small Plan Funding Issues
2012 Enrolled Actuaries Meeting (March 27, 2012)
Small Plan Design - Technical Issues
2012 Enrolled Actuaries Meeting (March 26, 2012)
Small Plan Design and Technical Issues
2011 Enrolled Actuaries Meeting (March 29, 2011)
Small Plan Design and Technical Issues
2010 Enrolled Actuaries Meeting (April 13, 2010)
Small Plan PPA Issues
2010 Enrolled Actuaries Meeting (April 12, 2010)
Small Plan PPA Issues
2009 Enrolled Actuaries Meeting (March 30, 2009)
Small Plan PPA Issues
2008 Enrolled Actuaries Meeting (April 08, 2008)