Walking Through a Standard Plan Termination
2018 CCA Annual Meeting (October 23, 2018)
Benefit Calculation Challenges
2015 CCA Annual Meeting (October 27, 2015)
QDROs
2015 Enrolled Actuaries Meeting (April 13, 2015)
Fixing Plan Administrator Errors: Right/Wrong/Practical
2015 Enrolled Actuaries Meeting (April 13, 2015)
Cash Balance Issues for Small Plan Actuaries
2014 CCA Annual Meeting (October 20, 2014)
ASOPs Update
ASOPs Update (June 11, 2014)
Small Plan Gotchas
2014 Enrolled Actuaries Meeting (March 24, 2014)
Plan Termination for Small Plans
2014 Enrolled Actuaries Meeting (March 24, 2014)
ASOPs Update
2014 Enrolled Actuaries Meeting (March 24, 2014)
Audit Experience Workshop
2013 Enrolled Actuaries Meeting (April 10, 2013)
Small Plan Design (Not Cash Balance)
2013 Enrolled Actuaries Meeting (April 09, 2013)
Best Actuarial Practices or Defensive Practice?
2013 Enrolled Actuaries Meeting (April 09, 2013)
Terminating Small Plans
2012 Enrolled Actuaries Meeting (March 28, 2012)
QDRO's
2012 Enrolled Actuaries Meeting (March 26, 2012)
Closing General Session – Courting Danger and Other Risks of Expert Testimony
2008 CCA Annual Meeting (October 29, 2008)