Ethics Never Retires
2024 CCA Annual Meeting (October 29, 2024)
ERISA 50 Years - Where has the Time Gone?
2024 CCA Annual Meeting (October 29, 2024)
Church Plans
2024 Enrolled Actuaries Conference (March 13, 2024)
Ethics
2024 Enrolled Actuaries Conference (March 12, 2024)
Litigation Affecting DB Plans
2024 Enrolled Actuaries Conference (March 11, 2024)
Window Programs and Workforce Reductions: Design, Administration, and Strategy
2023 CCA Annual Meeting (October 16, 2023)
Actuarial Equivalent Litigation
Actuarial Equivalent Litigation Webinar (July 12, 2023)
Ethics
2023 Enrolled Actuaries Conference (May 03, 2023)
Litigation Affecting DB Plans
2023 Enrolled Actuaries Conference (May 01, 2023)
Actuarial Profession Self Discipline
2022 Enrolled Actuaries Conference (May 06, 2022)
Ethics
2022 Enrolled Actuaries Conference (May 04, 2022)
ERISA Litigation Affecting DB Plans
2022 Enrolled Actuaries Conference (May 02, 2022)
OOPS, We Made an Error!
2021 CCA Annual Meeting (October 26, 2021)
Ethics
2021 Enrolled Actuaries Conference (May 07, 2021)
Litigation Update
2021 Enrolled Actuaries Conference (May 05, 2021)
The Gray Area of Professional Judgement
2020 CCA Virtual Annual Meeting (October 19, 2020)
Ethics
2019 CCA Annual Meeting (October 29, 2019)
The Secret History of Excise Taxes (Defined Benefit Edition): A Practical Primer
2019 CCA Annual Meeting (October 29, 2019)
Overfunded Plans – Effective Use of Surplus
2019 Enrolled Actuaries Meeting (April 09, 2019)
Church Plans
2019 Enrolled Actuaries Meeting (April 09, 2019)
Ethics
2019 Enrolled Actuaries Meeting (April 09, 2019)
ERISA Litigation Affecting Defined Benefit Plans
2019 Enrolled Actuaries Meeting (April 08, 2019)
Daily Small Plan Consulting Issues
2018 CCA Annual Meeting (October 24, 2018)
Ethics
2018 CCA Annual Meeting (October 23, 2018)
Strategies to Alleviate Plan Overfunding
2018 CCA Annual Meeting (October 22, 2018)
Church Plans
2018 Enrolled Actuaries Meeting (April 11, 2018)
Ethics
2018 Enrolled Actuaries Meeting (April 10, 2018)
Meet the PBGC Participant and Plan Sponsor Advocate
2018 Enrolled Actuaries Meeting (April 09, 2018)
ERISA Litigation Affecting DB Plans
2018 Enrolled Actuaries Meeting (April 09, 2018)
2018 Professionalism Seminar – Managing Professional Liability and Reputational Risk
2018 Professionalism Seminar – Managing Professional Liability and Reputational Risk (April 08, 2018)
Managing Professional Liability Risk
2017 CCA Annual Meeting (October 23, 2017)
Reducing Professional Liability Risk
2017 Enrolled Actuaries Meeting (April 04, 2017)
More Ethics
2017 Enrolled Actuaries Meeting (April 04, 2017)
Ethics
2017 Enrolled Actuaries Meeting (April 03, 2017)
Accrual Rule Testing
2017 Enrolled Actuaries Meeting (April 03, 2017)
Dealing With PBGC Issues: Pitfalls and Strategies
2016 CCA Annual Meeting (October 25, 2016)
Annuity Buyouts
2016 CCA Annual Meeting (October 24, 2016)
More Ethics
2016 Enrolled Actuaries Meeting (April 12, 2016)
Ethics Situations that Public Plan Actuaries are Often Placed In
2016 Enrolled Actuaries Meeting (April 12, 2016)
Ethics
2016 Enrolled Actuaries Meeting (April 11, 2016)
Are There Any Guarantees in Life?
2016 Enrolled Actuaries Meeting (April 11, 2016)
Ethical Dilemmas II
2015 Enrolled Actuaries Meeting (April 14, 2015)
The ERISA Uncertainty Principle (Heisenberg’s ERISA)
2015 Enrolled Actuaries Meeting (April 14, 2015)
Ethical Dilemmas I
2015 Enrolled Actuaries Meeting (April 13, 2015)
Litigation Affecting DB Plans
2015 Enrolled Actuaries Meeting (April 13, 2015)
IRS Correction Programs – EPCRS, SCP, VCP and Audit CAP
2014 CCA Annual Meeting (October 21, 2014)
Fixing Plan Administrator Errors: Right/Wrong/Practical
2014 Enrolled Actuaries Meeting (March 25, 2014)
ERISA Litigation Affecting DB Plans
2014 Enrolled Actuaries Meeting (March 25, 2014)
IRS Audits
IRS Audits (December 04, 2013)
Compliance
2013 CCA Annual Meeting (October 23, 2013)
Big Machines: Certified Back-Loaders
2013 CCA Annual Meeting (October 23, 2013)
More Ethics
2013 Enrolled Actuaries Meeting (April 09, 2013)
Litigation Affecting DB Plans
2013 Enrolled Actuaries Meeting (April 09, 2013)
Best Actuarial Practices or Defensive Practice?
2013 Enrolled Actuaries Meeting (April 09, 2013)
Employee Contribution Design and Considerations
2013 Enrolled Actuaries Meeting (April 08, 2013)
Ethics
2013 Enrolled Actuaries Meeting (April 08, 2013)
The Consulting Actuary as Expert Witness
The Consulting Actuary as Expert Witness (October 24, 2012)
ERISA Litigation
2012 CCA Annual Meeting (October 22, 2012)
ERISA Litigation Affecting DB Plans
2012 Enrolled Actuaries Meeting (March 27, 2012)
More Ethics
2012 Enrolled Actuaries Meeting (March 27, 2012)
Quarterly Contributions and Liquidity Shortfall
2012 Enrolled Actuaries Meeting (March 26, 2012)
Ethics
2012 Enrolled Actuaries Meeting (March 26, 2012)
Pension Funding to Avoid Ruin
2012 Enrolled Actuaries Meeting (March 26, 2012)
ERISA Litigation Affecting DB Plans
2011 Enrolled Actuaries Meeting (March 29, 2011)
Case Studies in Professionalism & ASOPs
2011 Enrolled Actuaries Meeting (March 28, 2011)
How Not to Be a Fiduciary
2010 Enrolled Actuaries Meeting (April 14, 2010)
Ethical Dilemmas
2010 Enrolled Actuaries Meeting (April 13, 2010)
Pension Symposium: Monday Morning Quarterback
Pension Symposium: Monday Morning Quarterback (April 01, 2009)
Retirement Policy Under New Congress
2009 Enrolled Actuaries Meeting (April 01, 2009)
The Great Unknown: Q & Nas
2009 Enrolled Actuaries Meeting (March 31, 2009)
Backloading
2009 Enrolled Actuaries Meeting (March 30, 2009)
PPA 3 - So Close… and Yet So Far
2008 Employee Benefits Spring Meeting (June 04, 2008)
PPA 2 - PPA Recent Guidelines
2008 Employee Benefits Spring Meeting (June 04, 2008)
Top 10 Unresolved Issues in PPA
2008 Enrolled Actuaries Meeting (April 09, 2008)
Age Discrimination and 411(b)
2008 Enrolled Actuaries Meeting (April 08, 2008)
Courts vs. IRS
2008 Enrolled Actuaries Meeting (April 08, 2008)