EA Exam 2F
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Tue, 15 Jul 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.
Thu, 09 May 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 […]
Mon, 08 Oct 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.
Fri, 14 Sep 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 – […]
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A. Introduction ... lessons ... min of video
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1. Discussion ...
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2. Exams and solutions ...
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2009 exam (EA-2A) (handout)
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2009 solutions (handout)
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2010 exam (EA-2A) (handout)
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2010 solutions (handout)
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2011 exam (EA-2A) (handout)
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2011 solutions (handout)
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2012 exam (EA-2A) (handout)
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2012 solutions (handout)
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2013 exam (handout)
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2013 solutions (handout)
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2014 exam (handout)
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2014 solutions (handout)
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2015 exam (handout)
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2015 solutions (handout)
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2016 exam (handout)
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2016 solutions (handout)
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2017 exam (handout)
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2017 solutions (handout)
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2018 exam (handout)
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2018 solutions (handout)
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3. Updates after 07/26/2019 ...
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A.3 ZIP file - seminar updates 09-06-19 (handout)
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4. ALL seminar handouts as of 07/26/2019 ...
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A.4.7 Seminar overheads (handout)
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A.4.8 Exams and solutions 2016-2018 (handout)
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A.4.16 Video Player Keyboard Shortcuts (handout)
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B. Cost Methods ... lessons ... min of video
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1. Discussion ...
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B.1.1. Non-level Cost Methods - Outline (handout)
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B.1.1.a Solution for page CM-4 (handout)
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B.1.3. Individual Level Premium (14:33)
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2. Prior Exam Problems ...
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B.2.2.A Entry Age Normal - problems (handout)
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C. Employee Contributions and Side Funds ... lessons ... min of video
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1. Discussion ...
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C.1.1. Employee Contributions - Outline (handout)
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C.1.2. Employee Contributions (10:56)
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C.1.3. Side Funds - Outline (handout)
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C.1.4. Side Funds (5:05)
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2. Prior Exam Problems ...
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D. Gains and Losses ... lessons ... min of video
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1. Discussion ...
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D.1.1. Gains/Losses - Aggregate (18:11)
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D.1.2. Gains/Losses - Individual (29:37)
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2. Prior Exam Problems ...
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D.2.1. G/L Aggregate - Problems (handout)
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D.2.2. G/L Individual - Problems (handout)
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E. Optional Forms of Benefit Payment ... lessons ... min of video
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1. Discussion ...
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E.1.1. Optional Forms - Outline (handout)
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E.1.1. Optional Forms (25:30)
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2. Prior Exam Problems ...
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F. Ancillary Benefits ... lessons ... min of video
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1. Discussion ...
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F.1.1. Ancillary Benefits - Outline (handout)
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F.1.1. Ancillary Benefits (15:02)
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2. Prior Exam Problems ...
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F.2.0. Ancillary Benefits Problems (handout)
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G. End of Year Valuation ... lessons ... min of video
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1. Discussion ...
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G.1.1. End of Year Valuation - Outline (handout)
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G.1.1. End of Year Valuation (2:12)
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2. Practice Problems ...
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G.2.1. Valuation Problems (6:08)
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H. IRC 430(g) - Yield Curve + AAV ... lessons ... min of video
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1. Discussion ...
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2. Prior Exam Problems ...
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H.2.0. Yield Curve + AAV - Problems (handout)
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I. IRC 430(h) - Present Value Calculations ... lessons ... min of video
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1. Discussion (non-Cash Balance) ...
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2. Prior Exam Problems (non-Cash Balance) ...
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3. Discussion - Cash Balance plans ...
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4. Prior Exam Problems - Cash Balance plans ...
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J. IRC 430 - Minimum Contributions ... lessons ... min of video
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1. Discussion ...
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J.1.0. Minimum Funding - Outline (handout)
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J.1.1. Minimum Funding - Part 1 (26:01)
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J.1.2. Minimum Funding - Part 2 (15:34)
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J.1.3. Minimum Funding - Part 3 (16:54)
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J.1.4. Minimum Funding - Part 4 (23:04)
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2. PPA 2006 Examples ...
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3. Prior Exam Problems ...
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J.3.0. Minimum Contributions Problems (handout)
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K. IRC 430(i) - At-Risk Plans ... lessons ... min of video
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1. Discussion ...
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2. Prior Exam Problems ...
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K.2.0. At-Risk Plans Problems (handout)
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L. IRC 430(j) - Quarterly Contributions and Liquidity Requirements ... lessons ... min of video
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1. Discussion ...
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2. Prior Exam Problems ...
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W. IRC 436 - Benefit Restrictions ... lessons ... min of video
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1. Discussion ...
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W.1.0. IRC 436 Rules - Outline (handout)
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W.1.1. IRC 436 Rules - Part 1 (16:37)
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W.1.2. IRC 436 Rules - Part 2 (21:53)
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W.1.3. IRC 436 Rules - Part 3 (16:18)
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W.1.4. IRC 436 Rules - Part 4 (10:52)
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2. Prior Exam Problems ...
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W.2.0. Benefit restrictions - Problems (handout)
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M. IRC 412 - Waivers ... lessons ... min of video
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1. Discussion ...
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M.1.0. Waiver Rules - Outline (handout)
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M.1.1. Waiver Rules (17:01)
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2. Prior Exam Problems ...
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M.2.0. Waivers - Problems (handout)
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N. IRC 404(o) - Maximum Deductible Limit ... lessons ... min of video
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1. IRC 404(o) Deductible Limit Discussion ...
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2. IRC 404(o) - Prior Exam Problems ...
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N.2.0. 404(o) Deductible Limit Problems (handout)
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3. IRC 404(a)(7) Deductible Limit Discussion ...
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4. IRC 404(a)(7) - Prior Exam Problems ...
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O. Section 417(e) - Cashout Restrictions ... lessons ... min of video
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1. Discussion ...
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O.1.0. Cashout Restrictions - Outline (handout)
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O.1.1. Cashout Restrictions (11:50)
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2. Prior Exam Problems ...
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P. TESTED ON EA-2L EXAM - IRC 415 ... lessons ... min of video
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1. Discussion ...
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P.1.1. Section 415 - Part 1 (20:50)
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P.1.2. Section 415 - Part 2 (21:48)
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P.1.3. Section 415 - Part 3 (22:22)
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P.1.4. Section 415 - Part 4 (21:54)
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P.1.5. Section 415 - Part 5 (23:44)
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P.1.6. Section 415 - Part 6 (9:53)
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2. Prior Exam Problems ...
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P.2.0. Benefit Limitations Problems (handout)
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Q. TESTED ON EA-2L EXAM - IRC 416 ... lessons ... min of video
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1. Discussion ...
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2. Prior Exam Problems ...
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Q.2.0. Section 416 Problems (handout)
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R. IRC 431 - Multiemployer Plans ... lessons ... min of video
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1. Minimum Funding Standard Account Discussion ...
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R.1.0. IRC 431 MFSA - Outline (handout)
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R.1.1. IRC 431 MFSA - Part 1 (22:50)
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R.1.2. IRC 431 MFSA - Part 2 (19:55)
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R.1.3. IRC 431 MFSA - Part 3 (11:50)
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2. MFSA - Prior Exam Problems ...
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R.5.0. Minimum Funding Problems (handout)
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3. Full Funding Limitation Discussion ...
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4. Full Funding Limitation - Prior Exam Problems ...
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S. IRC 432 - Multiemployer Plans ... lessons ... min of video
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1. Discussion ...
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2. Prior Exam Problems ...
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T. IRC 404 - Multiemployer Plans ... lessons ... min of video
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1. IRC 404 Basic Rules Discussion ...
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T.1.0. 404 Basic Rules - Outline (handout)
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2. IRC 404 Fresh Start and FFL Discussion ...
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3. IRC 404 Basic Rules Problems ...
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4. IRC 404 Fresh Start and FFL Problems ...
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U. IRC 414(l) - Mergers and Spinoffs ... lessons ... min of video
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1. Discussion ...
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2. Prior Exam Problems ...
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U.2.0. IRC 414(l) Problems (handout)
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V. Multiemployer regulations - Reference material ... lessons ... min of video
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1. 431 Regulations (Shortfall) Discussion ...
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2. Practice problems - 431 Regulations (Shortfall) ...
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3. Method changes - Discussion ...
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4. Practice problems - Method changes ...
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5. 404 Regulations Discussion ...
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V.5.0. IRC 404 Regulation - Outline (handout)
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6. Practice problems - 404 Regulations ...
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