Archive

Archive for February, 2009

February 22nd, 2009

New Videos Posted

February 19th, 2009

FYI, numerous videos have just been posted. Each one is listed separately under “New or Updated Lessons”:

C. Section 410(b) Coverage
E. Section 411 Vesting Rules
G. Section 420 Asset Transfers
H. PBGC - Guaranteed Benefits and Miscelaneous
J. IRC 436 - corrected PDF file
K. IRC 417(e) Cashouts

Updates

2009 EA-2B syllabus released

February 18th, 2009

The 2009 syllabus is now available on the SOA web site:
http://www.soa.org/files/pdf/edu-jbe-booklet.pdf

Here is the short list of changes versus last year:

Updates

Where are the problems??

February 18th, 2009

Several people have emailed me about this. As I add the videos for each section of overheads, the videos for the problems in that section are being removed.

Not to worry - the videos for the problems will reappear shortly. I need to record the solutions for the “new” 2007 problems, and add them to the videos.

Updates

IRC 417(e) - minor revisions

February 13th, 2009

I have re-recorded the video for IRC Section 417(e) on Cashouts. These should be uploaded to the site within the next few days.

There are NO  significant changes - only cosmetic changes. I re-recorded pages 3-4.

Updates

IRC 411 - minor revisions

February 13th, 2009

I have re-recorded the videos for two pages of IRC Section 411 on Vesting Rules. These should be uploaded to the site within the next few days.

There are NO  significant changes - only cosmetic changes. I re-recorded pages 25-26.

Updates

IRC Section 410(b) - minor revisions

February 12th, 2009

I have re-recorded the videos for several pages of IRC Section 410(b) on Coverage Testing. These should be uploaded to the site within the next few days.

There are NO  significant changes - only cosmetic changes. I re-recorded pages 16, 21, 22, 25, 26, 30, 34, 35 and 36.

Updates

Section 420 - Revised recordings

February 12th, 2009

I have re-recorded the videos for IRC Section 420 on Asset Transfers. These should be uploaded to the site within the next few days.

The significant changes are on pages 4 and 10, which should show the the excess pension assets using the Funding Target. I also changed the numbers in the examples on pages 7 and 8.

Updates

Shipping materials - completed

February 5th, 2009

If you recently signed up for the EA-2B seminar, you should have received an email from me with your tracking information.

If you haven’t received the email, please send me an email to let me know about it!

Updates