Implementing SECURE 2.0: Administrative and Operational Impacts for Plan Professionals 2025 CCA Annual Meeting (October 29, 2025)
Merger and Spin-off Funding and 436 Restrictions 2023 Enrolled Actuaries Conference (May 05, 2023)
Plan Mergers and Spinoffs for DB and DC Plans (Frozen and Active Plans) 2022 CCA Annual Meeting (October 18, 2022)
Single-Employer Plan Funding Rules Refresher Single-Employer Plan Funding Rules Refresher Webinar (May 13, 2020)