Document Workshop
2019 Enrolled Actuaries Meeting (April 08, 2019)
Small Plans Workshop
2018 Enrolled Actuaries Meeting (April 11, 2018)
Determination Letters - A New Era
2016 Enrolled Actuaries Meeting (April 12, 2016)
Small Plan Gotchas
2016 Enrolled Actuaries Meeting (April 11, 2016)
Small Plan Gotchas
2015 Enrolled Actuaries Meeting (April 14, 2015)
Small Plan Gotchas
2014 Enrolled Actuaries Meeting (March 24, 2014)
Plan Termination for Small Plans
2014 Enrolled Actuaries Meeting (March 24, 2014)
Consulting to Partnerships/Self-Employed
2013 Enrolled Actuaries Meeting (April 08, 2013)
Warning! Danger Ahead - Revisiting SPD Requirements
2012 Enrolled Actuaries Meeting (March 28, 2012)
Small Plan Funding Issues
2012 Enrolled Actuaries Meeting (March 27, 2012)
Small Plan Funding Issues
2011 Enrolled Actuaries Meeting (March 29, 2011)
Ethical Dilemmas
2010 Enrolled Actuaries Meeting (April 13, 2010)
Small Plan Gotchas
2010 Enrolled Actuaries Meeting (April 13, 2010)
Small Plan Gotchas
2009 Enrolled Actuaries Meeting (April 01, 2009)
Plan Document Maintenance
2009 Enrolled Actuaries Meeting (March 30, 2009)
Employee Plans Compliance Resolution Systems (EPCRS)
2008 Enrolled Actuaries Meeting (April 07, 2008)