2-D-3 - Interest Rate Swings and Impact on Design, Deductions, and Funding Minimums 2025 Enrolled Actuaries Conference (May 07, 2025)
1-B-3 - Cash Balance for Small Plans 2025 Enrolled Actuaries Conference (May 05, 2025)
Small Plan Terminations - PBGC and Non-PBGC Plans 2024 CCA Annual Meeting (October 30, 2024)
Suddenly Funded 2023 CCA Annual Meeting (October 16, 2023)
Small Plan Primer 2020 CCA Virtual Annual Meeting (October 28, 2020)
Small Plan Design Issues 2020 CCA Virtual Annual Meeting (October 26, 2020)