303 - Cashing Out - Design Considerations for Early Retirement Programs and Reductions in Force 2025 CCA Annual Meeting (October 27, 2025)
How to Deal with Missed Quarterly Payments and Funding 2025 Enrolled Actuaries Conference (May 09, 2025)
Fiduciary Considerations in Annuity Placements 2024 CCA Annual Meeting (October 30, 2024)
401(a)9 Regulations 2024 Enrolled Actuaries Conference (March 12, 2024)
Improving Actuarial Reports and Communications 2023 CCA Annual Meeting (October 18, 2023)