Schedule SB - Form and Attachments 2023 Enrolled Actuaries Conference (May 01, 2023)
Standard Plan Terminations - The Process 2022 Enrolled Actuaries Conference (May 06, 2022)
Plan Administration - Nuts, Bolts, and Monkey Wrenches 2020 CCA Virtual Annual Meeting (October 27, 2020)
Develop Your Core 2019 CCA Annual Meeting (October 28, 2019)
Daily Small Plan Consulting Issues 2018 CCA Annual Meeting (October 24, 2018)
Walking Through a Standard Plan Termination 2018 CCA Annual Meeting (October 23, 2018)
So You Think You’re Smarter Than a New EA? 2018 CCA Annual Meeting (October 22, 2018)