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
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
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
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
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
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
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
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
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
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