Cash Balance & Hybrid Plans – Final & Proposed Regulations
Minneapolis Pension Council, October 2014

OPEB Investments: The Danger in Playing it Safe
Minnesota School Boards Association, January 2013

Market-Based Cash Balance Plans
Minneapolis Pension Council, December 2013

Cross-Tested Plans – How-to & Examples
ISCEBS Symposium, Boston, September 2013

“The New Pension Funding Regulations: They’re Not All They Appear to Be”
International Foundation of Employee Benefit Plans, webcast November 2009

Professional Firm Cash Balance Plans,
Van Iwaarden Associates, September 2009