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Onsite Handouts from the 2009 Enrolled Actuaries Meeting

All sessions of the Conference will be conducted in compliance with Federal and State antitrust laws and any discussion of anticompetitive activities among participants is strictly prohibited.
 
 The views expressed here are those of the presenter(s), and not necessarily those of the Enrolled Actuaries Meeting or its sponsoring organizations.

Session Title Added Handout
General Sessions
001 Funding Policy: Beyond Minimum 04-09-2009 001.pdf
002 The Great Unknown: Q & NAs 04-09-2009 002.pdf
003 Retirement Policy Under New Congress 04-09-2009 003.pdf
Track #1
101 Measuring Assets and Liabilities - Basic 04-09-2009 101-202.pdf
102 Measuring Liability - Advanced 04-09-2009 102-201.pdf
103 Participant Disclosure After PPA 04-09-2009 103.pdf
104 Small Plan PPA Issues 04-29-2009 104.pdf
105 Backloading 04-09-2009 105.pdf
Track #2
201 Measuring Liability - Advanced 04-09-2009 102-201.pdf
202 Measuring Assets and Liabilities - Basic 04-09-2009 101-202.pdf
204 409A Update - The First Real Year 04-09-2009 204.pdf
206 Current Issues w/ Public Employee Retirement Systems 04-29-2009 206.pdf
208 Cash Balance and Hybrid Plans (Basic Issues) 04-09-2009 208.pdf
Track #3
303 Dialogue with the DOL 04-09-2009 303.pdf
304 Small Plan Workshop 04-09-2009 304.pdf
307 PPA Lump Sum Plans 04-09-2009 307.pdf
Track #4
402 Minimum Funding - Advanced Topics 04-09-2009 402-501.pdf
403 IRS Focus Group 04-09-2009 403.pdf
405 Annual Check-up and Late Breaking Developments 04-29-2009 405.pdf
407 Professional Standards Affecting Pension Actuaries 04-09-2009 407.pdf
Track #5
501 Minimum Funding - Advanced Topics 04-09-2009 402-501.pdf
502 PPA Funding: Tactics and Strategies 04-09-2009 502-601.pdf
504 Redesigning Retirement Programs - DC Plans for DB Actuaries 04-29-2009 504.pdf
505 4010 Reporting After PPA 04-29-2009 505.pdf
508 Cash Balance and Hybrid Plans (Advanced Topics) 04-09-2009 508.pdf
Track #6
601 PPA Funding: Tactics and Strategies 04-09-2009 502-601.pdf
602 Rethinking FE and LDI 04-09-2009 602.pdf
603 Dialogue with the Joint Board for the Enrollment of Actuaries (JBEA) 04-09-2009 603.pdf
604 Small Plan Design and Technical Issues 04-29-2009 604.pdf
605 Frozen Plans of all Flavors 04-09-2009 605.pdf
607 PPA Reports -- Only the Facts or Something Useful? 04-09-2009 607.pdf
Track #7
701 PPA Funding – Benefit Restrictions – Advanced 04-09-2009 701.pdf
702 PBGC Update 04-09-2009 702.pdf
703 Inconvenient Truths 04-09-2009 703.pdf
704 Small Plan Gotchas 04-09-2009 704.pdf
706 PPA for Single Employer Collectively Bargained Plans 04-09-2009 706.pdf
707 Funding Retiree Welfare Benefits 4-30-2009 707.pdf
Track #8
801 Liability Estimation For Range Certifications 04-09-2009 801.pdf
802 Introduction to New Schedule SB 04-09-2009 802.pdf
803 Dialogue with IRS and Treasury 04-09-2009 803.pdf
807 Health Topics for Pension Actuaries 4-30-2009 807.pdf

 

 
 Enrolled Actuaries Meeting
c/o Conference of Consulting Actuaries
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Phone: 847-719-6500     Fax: 847-719-6506
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The Enrolled Actuaries Meeting is jointly sponsored by the American Academy of Actuaries and the Conference of Consulting Actuaries
in cooperation with the Society of Actuaries.

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