Fiduciary Responsibility: I am a Fiduciary Now What? 2021 CCA Annual Meeting (October 25, 2021)
Stay in Your Lane: How Not to (Inadvertently) Become a Fiduciary 2020 CCA Virtual Annual Meeting (October 21, 2020)
ERISA Fiduciary Responsibility - It's a Matter of Trust 2016 Enrolled Actuaries Meeting (April 13, 2016)
409 A Pitfalls and Fixes 2012 Enrolled Actuaries Meeting (March 26, 2012)
ERISA Basics 2011 Enrolled Actuaries Meeting (March 29, 2011)
Participant Disclosure After PPA 2010 Enrolled Actuaries Meeting (April 12, 2010)