Small Plan Workshop
2024 Enrolled Actuaries Conference (March 13, 2024)
Cash Balance Design
2024 Enrolled Actuaries Conference (March 12, 2024)
Small Plan Design
2023 CCA Annual Meeting (October 18, 2023)
Dealing With Lump Sum Issues
2023 Enrolled Actuaries Conference (May 05, 2023)
Small Plan Gotchas
2023 Enrolled Actuaries Conference (May 03, 2023)
Cash Balance Design for Small Plans
2022 Enrolled Actuaries Conference (May 04, 2022)
Nondiscrimination Testing - Unique Issues for Small Plans
2021 Enrolled Actuaries Conference (May 03, 2021)
Pitfalls in Innovative Design
Pitfalls in Innovative Design Webinar (June 12, 2019)
401(a)(26) Issues
2019 Enrolled Actuaries Meeting (April 10, 2019)
Cash Balances – Small Plan Design and Operation
2019 Enrolled Actuaries Meeting (April 09, 2019)
Small Plan Design Including Floor Offset Plans
2018 Enrolled Actuaries Meeting (April 10, 2018)
Benefit Restrictions or Can I Pay that Lump Sum or Not
2016 Enrolled Actuaries Meeting (April 13, 2016)
Small Plan Funding Update
2016 Enrolled Actuaries Meeting (April 12, 2016)
Small Plan Workshop
2015 Enrolled Actuaries Meeting (April 15, 2015)
End of Year Valuations
2015 Enrolled Actuaries Meeting (April 13, 2015)
Small Plan Workshop
2014 Enrolled Actuaries Meeting (March 25, 2014)
Cash Balance - Small Plan
2014 Enrolled Actuaries Meeting (March 25, 2014)
Small Plan Workshop
2013 Enrolled Actuaries Meeting (April 09, 2013)
Small Plan Design (Not Cash Balance)
2013 Enrolled Actuaries Meeting (April 09, 2013)
Small Plan Issues Workshop
2012 Enrolled Actuaries Meeting (March 28, 2012)
Small Plan Design - Technical Issues
2012 Enrolled Actuaries Meeting (March 26, 2012)
Small Plan Design and Technical Issues
2011 Enrolled Actuaries Meeting (March 29, 2011)
Small Plan Workshop
2011 Enrolled Actuaries Meeting (March 28, 2011)
Small Plan Workshop
2010 Enrolled Actuaries Meeting (April 14, 2010)
Small Plan Design and Technical Issues
2010 Enrolled Actuaries Meeting (April 13, 2010)
Small Plan Design and Technical Issues
2009 Enrolled Actuaries Meeting (March 31, 2009)
Small Plan Workshop
2009 Enrolled Actuaries Meeting (March 30, 2009)
Small Plans Workshop
2008 Enrolled Actuaries Meeting (April 09, 2008)
Small Plan Design and Technical Issues
2008 Enrolled Actuaries Meeting (April 08, 2008)
415 Update
2008 Enrolled Actuaries Meeting (April 07, 2008)