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)
Small Plan Design (Not Cash Balance) 2014 Enrolled Actuaries Meeting (March 25, 2014)
Plan Termination for Small Plans 2013 Enrolled Actuaries Meeting (April 10, 2013)
Consulting to Partnerships/Self-Employed 2013 Enrolled Actuaries Meeting (April 08, 2013)
Terminating Small Plans 2012 Enrolled Actuaries Meeting (March 28, 2012)