Archive for the ‘Updates’ Category

2014 – No more paper

July 15th, 2014

As in prior years, I decided to go totally electronic for this year’s seminar.

I am updating the 2013 handouts and practice problems for 2014. I expect to have this finished this week. Then I will update the three HUGE PDF files in Section A.4 of the online seminar.


2013 – No more paper

May 9th, 2013

Just like 2012, I decided to go totally electronic for this year’s seminar.

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 2012 overheads and practice problems for 2013 in June.


Solutions to examples in overheads

October 8th, 2012

I just posted a ZIP file with PDFs for all the examples in the EA-2A seminar overheads. This gives you a nice typewritten version, instead of the handwritten ones.


Updates – 2009 and 2010 exam solutions

September 14th, 2012

I have started updating various sections of the seminar. I am recording solutions to both the 2009 and 2010 exams. When I update the recordings of the exam solutions, I also update the corresponding PDF file.

I recently updated the discussions for the following sections:

  • B.2.2.2.b – Cost methods – Entry Age Normal
  • D.2.1.b – G/L Aggregate Solutions – Part 2
  • D.2.1.c – G/L Aggregate Solutions – Part 3
  • D.2.2.d. – G/L Individual Solutions – Part 4
  • D.2.2.e. – G/L Individual Solutions – Part 5


Updates at 09-06-2012

September 7th, 2012

I made numerous revisions to the online seminar materials:

  • Updated overheads to reflect the renumbering of the 2012 exam conditions
  • Updated summaries of prior exam problems to include the 2011 exam
  • Corrected errors in several practice problems
  • Added outline of IRS Notice 2011-96 on model amendments for IRC 436 restrictions
  • Corrected errors in 2010 exam solutions

I added a ZIP file with all the changes to the Introduction section of the seminar. I am uploading revised seminar discussions for several overhead pages.


2011 exam solutions – completed

August 31st, 2012

I have completed the 2011 exam solutions. I uploaded the PDF file to the Infinite Actuary web site.

If you did not take the 2011 exam last year, I recommend that you NOT look at the 2011 exam yet – save this file for future reference.

Set up a reminder to go off on October 20, 2012. This gives you time to learn the EA-2A materials first. About a week before the 2012 exam, you should take the 2011 exam as your “final exam”.


2012 EA-2A syllabus released

August 20th, 2012

The 2012 syllabus is now available on the SOA web site:

Here is a rundown of the various changes …

Excludes changes due to MAP-21

Suggested Readings now includes ERISA section 206(g). This is nothing new, since section 436 of the Internal Revenue Code has provisions that are parallel to the provisions in section 206(g) of ERISA.

Cutoff date for Internal Revenue Code is May 31, 2012

One item was added to the reading list:

Added new exam condition 45, which is the same as EA-2B exam conditions 31 and 32:
(45) Unless otherwise specified, AFTAPs have been certified on a timely basis. The plan has provisions for automatically restoring accruals ceased due to the application of IRC section 436, to the extent permitted by regulations, and the plan’s actuary has provided the required certification to permit such restoration.

Renumbered prior exam conditions 45-56

Updated table of limits for 2012


IRC 436 overheads

August 3rd, 2012

Somehow these were left out of the files I posted to Section A of the online seminar on July 31, 2012. I have updated the complete set of overheads to include IRC 436. I also added a new file with only the IRC 436 seminar overheads, plus some IRC 436 practice problems.


2012 Seminar materials – updates finished

July 31st, 2012

I have finished updating many of the IRC 430 and IRC 416 practice problems for 2012. I also made some minor revisions to a few of the outlines, as well as revisions to the 2010 exam solutions. I updated the Introduction (Section A of the seminar) to reflect the 2012 files.


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