2-D-3 - Retirement Plan Issues for Persons With Self-Employment Income
2026 Enrolled Actuaries Conference (May 06, 2026)
1-B-3 - Dealing With Takeover Issues
2026 Enrolled Actuaries Conference (May 04, 2026)
Cash Balance Design
2024 Enrolled Actuaries Conference (March 12, 2024)
Compensation for Self-Employed
2024 Enrolled Actuaries Conference (March 11, 2024)
Small Plan Primer
2020 CCA Virtual Annual Meeting (October 28, 2020)
Small Plan Design Issues
2020 CCA Virtual Annual Meeting (October 26, 2020)
Compensation for Self Employed
2019 Enrolled Actuaries Meeting (April 09, 2019)
Cash Balance Plans for Small Employers and Professional Groups
2018 Enrolled Actuaries Meeting (April 10, 2018)
When Two Plans Are Better Than One: Enhanced Opportunities for Small Employers for Combined DB/DC Pl
2008 CCA Annual Meeting (October 27, 2008)
Controlled Groups
Controlled Groups (March 12, 2008)