Cash Balance Design 2024 Enrolled Actuaries Conference (March 12, 2024)
Compensation for Self-Employed 2024 Enrolled Actuaries Conference (March 11, 2024)
Small Plan Primer 2020 CCA Virtual Annual Meeting (October 28, 2020)
Small Plan Design Issues 2020 CCA Virtual Annual Meeting (October 26, 2020)
Compensation for Self Employed 2019 Enrolled Actuaries Meeting (April 09, 2019)
Cash Balance Plans for Small Employers and Professional Groups 2018 Enrolled Actuaries Meeting (April 10, 2018)
When Two Plans Are Better Than One: Enhanced Opportunities for Small Employers for Combined DB/DC Pl 2008 CCA Annual Meeting (October 27, 2008)
Controlled Groups Controlled Groups (March 12, 2008)