Orange is the New Gray
2024 CCA Annual Meeting (October 28, 2024)
Best of the Gray, Blue, and Green Books
2024 Enrolled Actuaries Conference (March 12, 2024)
Ethics
2023 CCA Annual Meeting (October 17, 2023)
Late Breaking Developments
2023 CCA Annual Meeting (October 17, 2023)
Bias in Pension Actuarial Work
2023 Enrolled Actuaries Conference (May 05, 2023)
Merger and Spin-off Funding and 436 Restrictions
2023 Enrolled Actuaries Conference (May 05, 2023)
Actuarial Valuation of Variable Annuity and Market Cash Balance Plans
2022 CCA Annual Meeting (October 18, 2022)
Actuarial Aspects of Advanced Benefit Administration
2022 Enrolled Actuaries Conference (May 04, 2022)
Single-Employer Pension Funding Relief (Again)
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)
Valuing Lump Sums
2019 CCA Annual Meeting (October 28, 2019)
Lifetime Income / QLAC
2019 Enrolled Actuaries Meeting (April 10, 2019)
Late Breaking Developments
2019 Enrolled Actuaries Meeting (April 09, 2019)
Late Breaking Developments
2019 Enrolled Actuaries Meeting (April 08, 2019)
ASOP 51: How Does Risk Look Now?
2018 CCA Annual Meeting (October 23, 2018)
Variable Annuity Plans – Funding
2018 Enrolled Actuaries Meeting (April 09, 2018)
Valuation of Lump Sums for Accounting
2018 Enrolled Actuaries Meeting (April 09, 2018)
Late Breaking Developments
2017 CCA Annual Meeting (October 24, 2017)
Alternative Pension Expense Recognition – Why, When, How
2017 Enrolled Actuaries Meeting (April 03, 2017)
Issues in Accounting
2016 CCA Annual Meeting (October 25, 2016)
Selecting Investment Return Assumptions: More than Your Average Session
2016 Enrolled Actuaries Meeting (April 12, 2016)
Variable Annuity Plans
2016 Enrolled Actuaries Meeting (April 11, 2016)
A Second Look at the Gray and Blue Books
2015 CCA Annual Meeting (October 25, 2015)
Multiple Employer Plans
2015 Enrolled Actuaries Meeting (April 14, 2015)
Discussion of IRS Gray Book Questions and Answers
2015 Enrolled Actuaries Meeting (April 14, 2015)
A Second Look at the Gray Book
2014 CCA Annual Meeting (October 19, 2014)
Guidance on Pension Funding Stabilization Under the Highway and Transportation Funding Act of 2014
Guidance on Pension Funding Stabilization Under the Highway and Transportation Funding Act of 2014 (September 29, 2014)
Discussion of IRS Gray Book Questions and Answers
2014 Enrolled Actuaries Meeting (March 25, 2014)
Valuation Issues for Variable Benefits Plans
2014 Enrolled Actuaries Meeting (March 24, 2014)
Late Breaking Developments
2013 CCA Annual Meeting (October 21, 2013)
The Gray Book
2013 CCA Annual Meeting (October 20, 2013)
2013 Pension Symposium: Outlook for Private Sector Pension Funding
2013 Pension Symposium: Outlook for Private Sector Pension Funding (April 10, 2013)
Principles of Pension Funding
2013 Enrolled Actuaries Meeting (April 10, 2013)
Spin-off Funding and 436 Restrictions
2013 Enrolled Actuaries Meeting (April 09, 2013)
Discussion of IRS Gray Book Questions and Answers
2013 Enrolled Actuaries Meeting (April 09, 2013)
Again With the Gray Book
2012 CCA Annual Meeting (October 21, 2012)
Funding Stabilization Update: Moving Ahead for Progress in the 21st Century Act (MAP-21)
Funding Stabilization Update: Moving Ahead for Progress in the 21st Century Act (MAP-21) (September 06, 2012)
Discussion of IRS Gray Book Questions and Answers
2012 Enrolled Actuaries Meeting (March 27, 2012)
Merger / Spin-off Funding and 436 Restrictions
2012 Enrolled Actuaries Meeting (March 26, 2012)
Late Breaking Developments
2012 Enrolled Actuaries Meeting (March 26, 2012)
A Second Look at the Gray and Blue Books
2011 CCA Annual Meeting (October 23, 2011)
Discussion of Gray Book & Blue Book Questions and Answers
2011 Enrolled Actuaries Meeting (March 29, 2011)
Application of Section 436 Rules to UCEBs and Plan Amendments
2011 Enrolled Actuaries Meeting (March 28, 2011)
PPA Update / Overview
Traveling Seminar (November 16, 2010)
A Second Look at the Gray and Blue Books
2010 CCA Annual Meeting (October 24, 2010)
Benefit Restrictions – Amendments and UCEB
2010 Enrolled Actuaries Meeting (April 13, 2010)
Discussion of IRS Gray Book Questions and Answers
2010 Enrolled Actuaries Meeting (April 13, 2010)
An Overview of New IRS Regulations – Sections 430 and 436 - Update from Leading Pension Actuaries (P
An Overview of New IRS Regulations – Sections 430 and 436 - Update from Leading Pension Actuaries (P (November 19, 2009)
Gray Book Review
2009 CCA Annual Meeting (November 01, 2009)
Liability Estimation For Range Certifications
2009 Enrolled Actuaries Meeting (April 01, 2009)
PPA – Please Provide Advice!
2008 CCA Annual Meeting (October 28, 2008)
A Second Look at the Books of Color – Gray, Blue and Green
2008 CCA Annual Meeting (October 26, 2008)
Modeling Future Costs After the PPA
2008 Enrolled Actuaries Meeting (April 08, 2008)
How to Handle and Value Lump Sums
2008 Enrolled Actuaries Meeting (April 08, 2008)