Archive

Author Archive

2012 Updates to discussions

May 24th, 2012

I updated various sections of the seminar to eliminate the 2011 “revision marks” on the overheads. In addition, I have updated the discussions for the following pages:

  • A. Introduction – pages 1 and 11
  • N. IRC 404(o) – deductible limits – pages 19 and 20
  • P. IRC 415 – Maximum benefit limitations – pages 1, 2, 11, 40, 43, 44 and 46
  • Q. IRC 416 – Top heavy plans – page 6

Updates

2012 – No more paper

May 11th, 2012

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

Finished live seminars

October 14th, 2011

A bit of post-seminar humor to celebrate – now back to work!

Uncategorized

2011 EA-2A syllabus released

September 15th, 2011

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

2011 Updates to discussions – Part Deux

August 10th, 2011

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

2011 Updates to discussions

August 5th, 2011

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

Printing … Printing …

July 22nd, 2011

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

Getting started – slowly

May 19th, 2011

Here is a bit of Tumblr humor that is VERY close to the entire concept of studying for EA-2A.

Uncategorized

Lesson L.1.1- again

September 22nd, 2010

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

Correction for lesson L.1.1

September 21st, 2010

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