Pitfalls in Innovative Design
Pitfalls in Innovative Design Webinar (June 12, 2019)
Closed Group Testing Failures and Corrections
2019 Enrolled Actuaries Meeting (April 09, 2019)
Evolving Standards of Practice
2019 Enrolled Actuaries Meeting (April 08, 2019)
Small Plan Design Including Floor Offset Plans
2018 Enrolled Actuaries Meeting (April 10, 2018)
Dealing With Lump Sum Issues
2017 Enrolled Actuaries Meeting (April 04, 2017)
Cash Balance Update for Small Plans and Professional Employers
2017 Enrolled Actuaries Meeting (April 04, 2017)
Benefit Restrictions or Can I Pay that Lump Sum or Not
2016 Enrolled Actuaries Meeting (April 13, 2016)
Section 415 Issues with an Emphasis on Multiple Annuity Starting
2016 Enrolled Actuaries Meeting (April 12, 2016)
Nondiscrimination Rules
Nondiscrimination Rules Audio/Webcast (May 20, 2015)
New Hybrid Regulations
2015 Enrolled Actuaries Meeting (April 14, 2015)
Nondiscrimination Testing Strategies for Smaller Plans and Partnerships
2015 Enrolled Actuaries Meeting (April 13, 2015)
New Hybrid Regulations
2015 Enrolled Actuaries Meeting (April 13, 2015)
Ethics in Action
2014 CCA Annual Meeting (October 22, 2014)
Hybrid Plan Regulations - An Open Mike Discussion
2014 CCA Annual Meeting (October 22, 2014)
2014 Pension Symposium
2014 Pension Symposium: Retirement Security in the U.S. (March 26, 2014)
Retirement in the U.S. – Where are we Headed?
2014 Enrolled Actuaries Meeting (March 26, 2014)
Hybrid Plan Rules & Market Rate of Return
2013 CCA Annual Meeting (October 22, 2013)
Advanced 415 Limits
2013 Enrolled Actuaries Meeting (April 08, 2013)
Benefit Restrictions
2012 CCA Annual Meeting (October 24, 2012)
Small Plan Design and Technical Issues
2012 CCA Annual Meeting (October 22, 2012)
Professionalism - Tactical Ideas Around Client Communication (ASOP 41 in Practice)
Professionalism - Tactical Ideas Around Client Communication (ASOP 41 in Practice) (June 13, 2012)
Tales from Beyond Normal Retirement
2012 Enrolled Actuaries Meeting (March 27, 2012)
Non-Discrimination Testing -- Advanced Topics
2012 Enrolled Actuaries Meeting (March 27, 2012)
DB Plans: The Fall and the Rise
2011 Enrolled Actuaries Meeting (March 30, 2011)
Small Plan Design and Technical Issues
2011 Enrolled Actuaries Meeting (March 29, 2011)
State of the Union – A Dialogue with the Presidents
2010 CCA Annual Meeting (October 25, 2010)
Small Plan Design and Technical Issues
2010 Enrolled Actuaries Meeting (April 13, 2010)
Small Plan Design and Technical Issues
2009 Enrolled Actuaries Meeting (March 31, 2009)
Small Plan Design and Technical Issues
2008 Enrolled Actuaries Meeting (April 08, 2008)