Retirement Plan Consulting for Nonprofits
2024 Enrolled Actuaries Conference (March 11, 2024)
Another Look at Bias
Another Look at Bias Webinar (November 15, 2023)
5 Strategies to Songwriting aka Building Valuable Relationships
2023 CCA Annual Meeting (October 18, 2023)
Latest Developments in Mortality Analysis and Projections
2023 CCA Annual Meeting (October 17, 2023)
Bias: Good, Bad, or a Fact of Life?
2023 CCA Annual Meeting (October 16, 2023)
Non-qualified Plans / Executive Benefits
2023 CCA Annual Meeting (October 16, 2023)
A Look at Mortality and Its Regulations
A Look at Mortality and Its Regulations Webinar (May 10, 2023)
Ethics
2023 Enrolled Actuaries Conference (May 03, 2023)
Measuring COVID Severity: What are the Odds and Ends?
Measuring COVID Severity: What are the Odds and Ends? Webinar (November 30, 2022)
Bias in Actuarial Work: A Primer
Bias in Actuarial Work: A Primer Webinar (October 26, 2022)
Legal and Regulatory Issues for Nonqualified Plans
2022 CCA Annual Meeting (October 19, 2022)
Plan Termination: Winding Down Nonqualified Plans
2022 CCA Annual Meeting (October 19, 2022)
Let's Talk Complexity: Demonstrating Leadership in a Post-Digital World
Let's Talk Complexity: Demonstrating Leadership in a Post-Digital World Webinar (July 13, 2022)
Non-qualified Plans
2022 Enrolled Actuaries Conference (May 06, 2022)
Being Conscious About Unconscious Bias
Being Conscious About Unconscious Bias Webinar (December 01, 2021)
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)
International Actuarial Practice for Domestic U.S. Actuaries
International Actuarial Practice for Domestic U.S. Actuaries Webinar (September 15, 2021)
Late Breaking Developments
2021 Enrolled Actuaries Conference (May 03, 2021)
Finding Your Voice, Even When The Conversation Is Tough
Finding Your Voice, Even When The Conversation Is Tough (January 13, 2021)
Financing Nonqualified Plan Liabilities
2020 CCA Virtual Annual Meeting (October 26, 2020)
Interactive Ethics
2020 CCA Virtual Annual Meeting (October 20, 2020)
Executive Benefits: Strategy and New Developments
2020 CCA Virtual Annual Meeting (October 20, 2020)
COVID-19 and Retirement
COVID-19 and Retirement Webinar (September 23, 2020)
Leadership Effectiveness – How To Say Anything To Anyone
Leadership Effectiveness – How To Say Anything To Anyone Webinar (June 17, 2020)
Fun with Funding: Strategies for Big and Small Plans (Single Employer)
Fun with Funding: Strategies for Big and Small Plans (Single Employer) Webinar (December 11, 2019)
Operating in Compliance With 409A in Nonqualified Deferred Compensation Plans
2019 CCA Annual Meeting (October 30, 2019)
The Big Wide World of Executive Benefits: Prevalence and Practice by Industry and Environment
2019 CCA Annual Meeting (October 30, 2019)
The Secret History of Excise Taxes (Defined Benefit Edition): A Practical Primer
2019 CCA Annual Meeting (October 29, 2019)
Effect of Tax Reform on Nonqualified Plans
2019 Enrolled Actuaries Meeting (April 08, 2019)
Basics of Nonqualified Plans
2019 Enrolled Actuaries Meeting (April 08, 2019)
Wellness Everything – Health, Wealth, Life and Everything In-Between
Wellness Everything – Health, Wealth, Life and Everything In-Between Webinar (February 13, 2019)
Executive Benefits and Nonqualified Plans
2018 CCA Annual Meeting (October 24, 2018)
Demystifying Proxy Calculations: Tricks, Traps and Treats
2018 CCA Annual Meeting (October 22, 2018)
Late Breaking Developments
2018 CCA Annual Meeting (October 22, 2018)
Nondiscrimination Testing Gotchas
2018 Enrolled Actuaries Meeting (April 10, 2018)
Actuarial and Legal Issues with Non-Qualified Deferred Compensation
2018 Enrolled Actuaries Meeting (April 10, 2018)
Pensions at Risk: Guarding the Underfunded Cookie Jar
Pensions at Risk: Guarding the Underfunded Cookie Jar Audio/Webcast (February 14, 2018)
Opioids In America: An Epidemic in the Making
Opioids In America: An Epidemic in the Making Audio/Webcast (November 08, 2017)
Business Session and Keynote Speaker Vanessa Van Edwards
2017 CCA Annual Meeting (October 23, 2017)
Actuarial Issues with Non-qualified Deferred Compensation
2017 Enrolled Actuaries Meeting (April 05, 2017)
Proxy and Related Calculations
2017 Enrolled Actuaries Meeting (April 03, 2017)
ASOP Updates - What You Need To Know and Why (They Are Good for You)
ASOP Updates – What You Need To Know and Why (They Are Good for You) Audio/Webcast (February 08, 2017)
Presidential Politics and Policy: Benefits Under Debate
Presidential Politics and Policy: Benefits Under Debate Audio/Webcast (September 14, 2016)
Actuarial Issues with Non-qualified Deferred Compensation
2016 Enrolled Actuaries Meeting (April 13, 2016)
Non-Discrimination Testing Gotchas
2016 Enrolled Actuaries Meeting (April 12, 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)
Employer Participation in Multiemployer Plans: A 360° Perspective
2015 CCA Annual Meeting (October 28, 2015)
Mergers and Acquisitions: Industry Differences, Different Perspectives
2015 CCA Annual Meeting (October 27, 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)
Old is All the Rage: Longevity Annuities and Other Possibilities for Providing Lifetime Income
Old is All the Rage: Longevity Annuities and Other Lifetime Income Possibilities Audio/Webcast (December 03, 2014)
Dealing With PBGC: Early Warning Program Negotiations, M&A Transactions, and More
2014 CCA Annual Meeting (October 20, 2014)
Late Breaking Developments
2014 CCA Annual Meeting (October 20, 2014)
Actuarial Issues with Non-qualified Deferred Compensation
2014 Enrolled Actuaries Meeting (March 26, 2014)
Nonqualified Deferred Compensation Plans: Issues and Challenges
2013 CCA Annual Meeting (October 23, 2013)
Dealing with Underfunded Plans: PBGC Issues
2013 CCA Annual Meeting (October 21, 2013)
Actuarial Issues with Non-qualified Deferred Compensation
2013 Enrolled Actuaries Meeting (April 10, 2013)
A Practical Guide to Dealing With PBGC "Downsizing" Liability
2012 CCA Annual Meeting (October 24, 2012)
Non-Discrimination Testing -- Advanced Topics
2012 Enrolled Actuaries Meeting (March 27, 2012)
Nonqualified DB Plans – What Services Might My Client Expect?
2011 CCA Annual Meeting (October 25, 2011)
PPA Hot Topics
PPA Hot Topics (May 11, 2011)
FICA & Early Inclusion
2011 Enrolled Actuaries Meeting (March 30, 2011)
Managing Credit Balances and Quarterlies
2011 Enrolled Actuaries Meeting (March 29, 2011)
Multiemployer Workshop
2010 CCA Annual Meeting (October 25, 2010)
Benefit Restrictions – Amendments and UCEB
2010 Enrolled Actuaries Meeting (April 13, 2010)