Unlike prior years, I decided to go totally electronic for this year’s seminar. I will upload a ZIP file of last year’s CD right away.
Everything is contained in PDF files, and I have made it easy for you to print all the materials. I consolidated the PDFs into three HUGE files. You’ll need to buy a BIG binder. This year’s stack of paper clocks in at about 2,600 pages.
I will start updating the 2011 overheads and practice problems in June.
Updates
The 2011 syllabus is now available on the SOA web site:
http://www.soa.org/files/pdf/edu-jbe-booklet.pdf
There were NO changes to the exam conditions (versus 2010). Here is the short list of the additions to the reading list:
I have added recordings for IRC 436 to the online seminar. I will add some practice problems for IRC 436 in the next week.
Updates
I made a few more updates to the seminar:
- A.1 – Introduction – updated summary of all overhead pages
- N.1.2 – Section 404(o) – Maximum Deductible Limit – pages 19 and 20
- P.1 – Section 415 – Maximum Benefit Limits – pages 2, 43 and 44
- Q.1 – Section 416 – Top heavy Plans – pages 6 and 9
- M. – Section 412 – Waiver Rules – page 13
Updates
I updated various sections of the seminar:
- A. Introduction – pages 6, 10 and 11 and updated summary of all overhead pages
- B. Cost Methods – Entry Age Normal – page 10
- H. Yield Curve + AAV – pages 5, 6A (new), 21-32 (new)
- I. Yield Curve + PV Calculations – pages 3, 10-12, 21-23 and 27-29
Updates
I’ll be mailing out CDs plus a box of paper on July 31 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.
Updates
Even after my prior change, the video file was STILL not correct. I re-created the file – again.
Tip-O-The-Hat to Jennifer S for letting me know!
Updates
The video file was corrupted, so the screen was out of sync with the narration after page 7. I re-created the file, and it works much better now.
Big Tip-O-The-Hat to Mike C for letting me know!
Updates
Even after my prior change, the video file was STILL not correct. I re-created the file – again.
Big Tip-O-The-Hat to Jennifer S for letting me know!
Updates
The video file was corrupted, so the screen was out of sync with the narration after page 14. I re-created the file, and it works much better now.
Big Tip-O-The-Hat to Mike C for letting me know!
Updates
I am 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 09/06:
- H.2.0 – Yield curve problems (PDF)
- H.2.1 – Yield curve problem solutions
- I.2.0 – Yield curve Present value problems (PDF)
- I.2.1 – Yield curve Present value problem solutions – part 1
- I.2.2 – Yield curve Present value problem solutions – part 2
- I.2.3 – Yield curve Present value problem solutions – part 3
I also updated recordings for two overhead pages on 09/06:
- J.1.2 – Minimum Funding – revised discussion of page 430-13
- L.1.0 – Quarterly contribution rules – revised page 430(j)-06
- L.1.1 – Quarterly contribution rules – revised discussion for page 430(j)-06
Updates