Retirement Lump Sum Need to Knows 2024 Enrolled Actuaries Conference (March 11, 2024)
Suddenly Funded 2023 CCA Annual Meeting (October 16, 2023)
Funding Method Changes - Where's the Fun in That? 2023 Enrolled Actuaries Conference (May 01, 2023)
ASOP Update for Retirement Actuaries ASOP Update for Retirement Actuaries Webinar (December 07, 2022)
Clients with Problems: How to Consult to Clients with Financial Challenges 2021 Enrolled Actuaries Conference (May 05, 2021)
Single-Employer Plan Funding Rules Refresher Single-Employer Plan Funding Rules Refresher Webinar (May 13, 2020)
Funding Methods and Changes 2019 Enrolled Actuaries Meeting (April 09, 2019)
Benefit Restrictions - Notification Issues - What, When, and How? 2010 CCA Annual Meeting (October 25, 2010)