Non-qualified Plans / Executive Benefits
2023 CCA Annual Meeting (October 16, 2023)
Decumulation in DC Plans
2022 CCA Annual Meeting (October 19, 2022)
Plan Termination: Winding Down Nonqualified Plans
2022 CCA Annual Meeting (October 19, 2022)
Non-qualified Plans
2022 Enrolled Actuaries Conference (May 06, 2022)
Effective Retirement Income Delivery in Changing Economic Environments
2022 Enrolled Actuaries Conference (May 04, 2022)
Predictive Analytics and Participant Behavior
2021 CCA Annual Meeting (October 25, 2021)
Nonqualified Executive Plans: A Look From Participants’ Eyes
2021 CCA Annual Meeting (October 25, 2021)
Financing Nonqualified Plan Liabilities
2020 CCA Virtual Annual Meeting (October 26, 2020)
The Big Wide World of Executive Benefits: Prevalence and Practice by Industry and Environment
2019 CCA Annual Meeting (October 30, 2019)
Effect of Tax Reform on Nonqualified Plans
2019 Enrolled Actuaries Meeting (April 08, 2019)
Retirement Planning Models Meet Holistic Financial Wellness: How to Incorporate Non-Traditional RIGs
2016 CCA Annual Meeting (October 24, 2016)
Actuarial Issues with Non-qualified Deferred Compensation
2016 Enrolled Actuaries Meeting (April 13, 2016)
Financial Wellness
2016 Enrolled Actuaries Meeting (April 11, 2016)
Executive Benefits: Choices and Concerns from the Practical to the Prudent
Executive Benefits: Choices and Concerns from the Practical to the Prudent Audio/Webcast (November 11, 2015)
Latest Issues and Trends in the Non-Qualified World
2015 CCA Annual Meeting (October 26, 2015)
Actuarial Issues With Non-qualified Deferred Compensation
2015 Enrolled Actuaries Meeting (April 13, 2015)
Actuarial Issues with Non-qualified Deferred Compensation
2014 Enrolled Actuaries Meeting (March 26, 2014)
Consulting to Not-for-Profit Organizations
2014 Enrolled Actuaries Meeting (March 24, 2014)
Nonqualified Deferred Compensation Plans: Issues and Challenges
2013 CCA Annual Meeting (October 23, 2013)
Actuarial Issues with Non-qualified Deferred Compensation
2013 Enrolled Actuaries Meeting (April 10, 2013)
409 A Pitfalls and Fixes
2012 Enrolled Actuaries Meeting (March 26, 2012)
Nonqualified DB Plans – What Services Might My Client Expect?
2011 CCA Annual Meeting (October 25, 2011)
409A Pitfalls and Fixes
2010 Enrolled Actuaries Meeting (April 14, 2010)