Controlled Groups and Changes to SECURE 2.0
2024 Enrolled Actuaries Conference (March 11, 2024)
EPCRS / Overpayments
2024 Enrolled Actuaries Conference (March 11, 2024)
Small Closed Plans
2022 Enrolled Actuaries Conference (May 06, 2022)
415 for Public Plans
2022 Enrolled Actuaries Conference (May 02, 2022)
Post-election Outlook: What's Happening on the Hill?
Post-election Outlook: What's Happening on the Hill? Webinar (May 12, 2021)
Late Breaking Developments
2021 Enrolled Actuaries Conference (May 03, 2021)
Funding Methods and Changes
2019 Enrolled Actuaries Meeting (April 09, 2019)
Funding and Impact of New Mortality Tables
2018 Enrolled Actuaries Meeting (April 10, 2018)
Funding Method Changes Under the New Guidance
2018 Enrolled Actuaries Meeting (April 09, 2018)
Partitions, Suspensions, and Applicants' Experience
2017 Enrolled Actuaries Meeting (April 04, 2017)
Dialogue with the Joint Board Representatives and Review of Key Sections of Joint Board Regulations
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)
Late Breaking Developments
2017 Enrolled Actuaries Meeting (April 03, 2017)
We Survived the Election - Now What?
2017 Enrolled Actuaries Meeting (April 03, 2017)
Dialogue with the Joint Board
2016 Enrolled Actuaries Meeting (April 12, 2016)
Determination Letters - A New Era
2016 Enrolled Actuaries Meeting (April 12, 2016)
Variable Annuity Plans
2016 Enrolled Actuaries Meeting (April 11, 2016)
An Overview of New IRS Section 430 Regulations
An Overview of New IRS Section 430 Regulations (October 01, 2015)
Washington Update
2015 Enrolled Actuaries Meeting (April 13, 2015)
2014 Pension Symposium
2014 Pension Symposium: Retirement Security in the U.S. (March 26, 2014)
Process of Setting a Discount Rate
2014 Enrolled Actuaries Meeting (March 25, 2014)
Tales from Beyond Normal Retirement
2014 Enrolled Actuaries Meeting (March 25, 2014)
Consulting to Not-for-Profit Organizations
2014 Enrolled Actuaries Meeting (March 24, 2014)
Advanced 415 Limits
2013 Enrolled Actuaries Meeting (April 08, 2013)
Washington Update -- Pension & Benefits in the New Congress
2013 Enrolled Actuaries Meeting (April 08, 2013)
Benefit Restrictions
2012 CCA Annual Meeting (October 24, 2012)
Tales from Beyond Normal Retirement
2012 Enrolled Actuaries Meeting (March 27, 2012)
Quarterly Contributions and Liquidity Shortfall
2012 Enrolled Actuaries Meeting (March 26, 2012)
Section 436 Lump Sum and Benefit Accrual
2011 Enrolled Actuaries Meeting (March 29, 2011)
Application of Section 436 Rules to UCEBs and Plan Amendments
2011 Enrolled Actuaries Meeting (March 28, 2011)
Saving DB Plans: A Call to Action!
2010 CCA Annual Meeting (October 26, 2010)
PPA - A Look Forward (for Large Plans)
PPA - A Look Forward (for Large Plans) (May 13, 2009)
Dialogue with IRS and Treasury
2009 Enrolled Actuaries Meeting (April 01, 2009)
PPA Funding – Benefit Restrictions – Advanced
2009 Enrolled Actuaries Meeting (April 01, 2009)
IRS Focus Group
2009 Enrolled Actuaries Meeting (March 31, 2009)
PPA Lump Sum Plans
2009 Enrolled Actuaries Meeting (March 30, 2009)
Dialogue with Treasury and IRS
2008 Enrolled Actuaries Meeting (April 09, 2008)
PPA Funding III: Funding Based Restrictions and Ramifications of Underfunding
2008 Enrolled Actuaries Meeting (April 08, 2008)
PPA Funding III: Funding Based Restrictions and Ramifications of Underfunding
2008 Enrolled Actuaries Meeting (April 08, 2008)
IRS Focus Group
2008 Enrolled Actuaries Meeting (April 07, 2008)