Nondiscrimination Testing - Unique Issues for Small Plans
2021 Enrolled Actuaries Conference (May 03, 2021)
Ethical Dilemmas
Ethical Dilemmas Webinar (December 04, 2019)
401(a)(26) Issues
2019 Enrolled Actuaries Meeting (April 10, 2019)
Maximum Deductions
2019 Enrolled Actuaries Meeting (April 08, 2019)
Managing Your Career in a Professionalism Framework – The 2019 CCA Professionalism Seminar
Managing Your Career in a Professionalism Framework – The 2019 CCA Professionalism Seminar (April 07, 2019)
Required Minimum Distributions
2018 Enrolled Actuaries Meeting (April 09, 2018)
DC Plans Issues When Combined With DB Plans for Testing
2018 Enrolled Actuaries Meeting (April 09, 2018)
Small Plan Design Issues
2017 CCA Annual Meeting (October 25, 2017)
Professionalism in Theory and Practice
2017 CCA Annual Meeting (October 24, 2017)
Top Heavy Issues
2017 Enrolled Actuaries Meeting (April 05, 2017)
Dealing With Lump Sum Issues
2017 Enrolled Actuaries Meeting (April 04, 2017)
Small Plan Design and Combo Testing
2017 Enrolled Actuaries Meeting (April 04, 2017)
Small Plan Workshop
2016 Enrolled Actuaries Meeting (April 13, 2016)
Section 415 Issues with an Emphasis on Multiple Annuity Starting
2016 Enrolled Actuaries Meeting (April 12, 2016)
Ethics
Ethics Audio/Webcast (December 02, 2015)
Small Plan Workshop
2015 Enrolled Actuaries Meeting (April 15, 2015)