Recording 2008 Solutions

August 31st, 2010

I started recording the solutions for the 2008 exam problems. As I complete each section, I update the PDF file to include the 2008 problems. I updated these sections on 08/31

  • D.2.2 – Individual G/L problems (PDF)
  • D.2.2.c – Individual G/L problem solutions – part 3
  • F.2.0 – Ancillary Benefits problems (PDF)
  • F.2.4 – Ancillary Benefits problem solutions – part 4
  • F.2.5 – Ancillary Benefits problem solutions – part 5

Rick New Lessons

Printing … Stacking … Mailing

July 29th, 2010

I’ll be mailing out CDs plus a box of paper on 07/31/10 to ALL the seminar students this year (live and online).

You’ll need to buy a BIG binder. This year’s stack of paper clocks in at about 2,300 pages.

Rick Updates

2010 Updates to discussions

July 12th, 2010

In June, I started recording updates to the discussions of the single employer overheads (IRC 430 and IRC 404(0)). I have now finished recording updates to the multiemployer overheads.

Rick Uncategorized

Finished recording overhead problem solutions

September 1st, 2009

I finished all the single emplyer and multiemployer stuff, plus IRC 415, 416 and 417  last week. All that remains are 414(l) and a few of the 2007 problems on gain / loss, optional forms and ancillary benefits. The new recording should appear on the web site in a few days.

Rick Updates

Printing, Printing …

July 24th, 2009

I’ll be mailing out CDs plus a box of paper on 07/31/09 to ALL the seminar students this year (live and online).

You’ll need to buy a BIG binder. This year’s stack of paper clocks in at about 2,100 pages.

Rick Uncategorized

Overhead recordings – Multiemployer plans

July 10th, 2009

This week, I started recording discussions of the multiemployer overheads (IRC 431, 432 and 404). I expect most of those files to be uploaded next week.

Next week I start updating all the sample exam problems that I work during the seminar. Once I do that, I will start recording the new solutions.

Rick Uncategorized

Overhead recordings – Single employer plans

June 27th, 2009

Last week, I started recording discussions of the single employer overheads (IRC 430 and IRC 404(0)). I have almost finished revisions to the multiemployer overheads. I’ll start recording those as soon as I finish recording the single employer topics.

Rick Uncategorized

Overhead revisions – 416 and 417

June 4th, 2009

On Wednesday I finished making a few minor updates to the overheads for IRC 416 Top heavy plans and IRC 417(e) involuntary cash-outs.

Rick Uncategorized

Overhead revisions – Single employer plans

May 28th, 2009

Last week I updated the IRC 415 overheads to reflect the 2009 limits. I also reflected the changes made by WRERA.

Today I finished the updates to the overheads for single employer plans (minimum and maximum funding). Most of the revisions were related to WRERA as well.

Rick Uncategorized

Benefits Conference of the South

October 17th, 2008

I just got the email from ASPPA with the conference brochure. This meeting will be in Atlanta, GA on January 15-16, 2009:
http://www.asppa.org/archive/conf/2009/2009bcos.htm

Looks like I’ll be on the podium with Jim Holland to talk about “PPA 06 Funding Issues”. Darn, instead of 2 days to cover the topic, we only have 1 hour and 15 minutes!

Rick Uncategorized