Archive

Author Archive

2011 updates – 410(b) coverage testing

February 3rd, 2011

I updated the recordings for IRC Section 410(b)  – pages 1, 2, 42, 43 and 44.

Updates

2011 updates – 401(l) safe harbor designs

February 2nd, 2011

I just updated the recordings for IRC Section 401(l)  (pages 1 and 2).

Updates

2011 updates – Exam Overview and 401-414

January 27th, 2011

I just updated the recordings for the Exam Overview section (pages 1, 6, 7 and 8). I also updated the discussion on IRC Sections 401 and 414 (pages 1, 9, 10 and 11).

Updates

When will materials be ready?

January 20th, 2011

As shown on my web site, January 31 is when I send out the EA-2B materials. I’m finalizing the materials to distribute to all of you.

If you purchased the live or online course for 2011, you will receive a box with 1,600 pages of material. In addition, you’ll get a CD-ROM (with PDF files for overheads, outlines and practice problems) in the box.

If you are getting a free-peat of the online course, you will receive a CD-ROM in the mail.

Updates

Recent changes

April 6th, 2010

I revised the online seminar to reflect recent changes in both the overheads and in the 2008 exam solutions.

Overhead pages changed:

  • Intro pages 3 and 4
  • IRC 410(b) page 41
  • IRC 411 page 9
  • IRC 417 page 15
  • PBGC misc page 44

Exam solutions changed:

  • IRC 401(a)(4) – problem 2008-19 and 2008-20
  • IRC 411 – problem 2008-04
  • PBGC misc – problem 2008-30

Updates

Update – PBGC Guaranteed benefit problems

March 6th, 2010

I corrected a minor error in the recorded solution for 2006 exam problem 25. I added the solution for 2007 exam problem 32, which was missing.

Updates

Recording 2008 exam problem solutions

February 23rd, 2010

I have updated the discussion of the IRC 436 sample problems. The recording did not match the typewritten version of the solutions for those problem.

I have started updating ALL of the “problem review” sections to include the 2008 exam problems. As I post each new recording, I will also update the PDF file to reflect the added problems.

Updates

Shipping, Shipping – DONE!

February 2nd, 2010

I sent out the last of the EA-2B packages on Monday, 02/01. You should have received an email from FedEx with your tracking information.

This week I am in California to attend Larry Deutsch’s Non-discrimination Testing Symposium. Gotta get those credit hours some time!

I am also typing up the 2009 EA-2B exam solutions.

Uncategorized

When will materials be ready?

January 17th, 2010

As shown on my web site, January 31 is when I send out the EA-2B materials. I’m finalizing the materials to distribute to all of you.

If you signed up for the live course, you will receive a box with 1,400 pages of material. In addition, you’ll get a CD-ROM (with PDF files for everything) in the box.

If you signed up for the online course, you will receive a CD-ROM in the mail.

Updates

Trivial update – 401(a)(4)

January 17th, 2010

I revised the PDF file to include the revision date on pages 13 and 43.

Updates