Plan Termination Consulting and Considerations
2026 Enrolled Actuaries Conference (May 06, 2026)
Professionalism Revisited
Professionalism Revisited Webinar (December 03, 2025)
Recent and Potential Litigation Affecting Retirement Plans
Recent and Potential Litigation Affecting Retirement Plans Webinar (August 13, 2025)
Required Minimum Distributions
2025 Enrolled Actuaries Conference (May 09, 2025)
SECURE 2.0: Guidance and Design Opportunities for DC Plans
2024 CCA Annual Meeting (October 29, 2024)
SECURE 3.0 (SECURE 1.0 + SECURE 2.0): Actuaries Discuss DC
2024 Enrolled Actuaries Conference (March 13, 2024)
401(a)9 Regulations
2024 Enrolled Actuaries Conference (March 12, 2024)
Early Retirement Windows
2024 Enrolled Actuaries Conference (March 11, 2024)
New Issues in DC Plans
2023 Enrolled Actuaries Conference (May 05, 2023)
Missing Participants
2023 Enrolled Actuaries Conference (May 01, 2023)
Multiple Employer Plans
2019 Enrolled Actuaries Meeting (April 09, 2019)
Actuarial Equivalence
2019 Enrolled Actuaries Meeting (April 08, 2019)
Plan Administration Issues with New Mortality Basis
2018 Enrolled Actuaries Meeting (April 10, 2018)
Final and Proposed IRC §417(e) Regulations
2018 Enrolled Actuaries Meeting (April 09, 2018)
Actuarial Equivalence
2017 Enrolled Actuaries Meeting (April 05, 2017)
4010 Refresher for the Recently Afflicted
2017 Enrolled Actuaries Meeting (April 03, 2017)
Welcome to the New World of Section 4010 Reporting
2016 Enrolled Actuaries Meeting (April 13, 2016)
Age Discrimination Issues for Employee Benefit Plans
2016 Enrolled Actuaries Meeting (April 12, 2016)
HATFA
2015 Enrolled Actuaries Meeting (April 15, 2015)
Multiple Employer Plans
2015 Enrolled Actuaries Meeting (April 14, 2015)
Sec. 436 and MAP-21 Notices
2014 Enrolled Actuaries Meeting (March 25, 2014)
DOMA/Windsor
2014 Enrolled Actuaries Meeting (March 24, 2014)
Annual Funding Notices and Sec. 436 Restriction Notices
2013 Enrolled Actuaries Meeting (April 08, 2013)