ACOPA Monthly

Here you’ll find a chronological archive of posts sent to ACOPA members in the ACOPA Monthly newsletter, which launched in August 2015.


ACOPA Monthly

ACOPA Monthly

By Richard Kutikoff5/16/2017 • 0 Comments

It’s Friday at 4:59 p.m. and you answer the phone; it’s your client Fred. He’s a good client; he owns Fredco, a construction firm with 20 full-time employees who have been with him for many years. READ MORE

By Eric Brandon5/16/2017 • 0 Comments

Last month I attended the 42nd Annual Enrolled Actuaries meeting. While I attended a number of very informative and interesting sessions, there are two particular sessions that stand out in my mind: Ethics and More Ethics.


By Mary Ann Rocco5/16/2017 • 0 Comments

It started when I received an email from Norm with “Are you a nerd?” in the subject line. My first thought was, “Of course I’m a nerd; I’m an actuary, aren’t I?” READ MORE

By Judy Miller5/16/2017 • 0 Comments

Back in January, President Trump issued his Executive Order on Reducing Regulation and Controlling Regulatory Costs (EO 13771). This is where he mandated that for every new regulation issued by a government agency, two old ones must be repealed. READ MORE

By Kurt Piper5/16/2017 • 0 Comments

On May 4-6, Bill Karbon, Judy Miller and I attended a meeting of the North American Actuarial Council (NAAC). There were a number of topics I found of interest.


By Norman Levinrad4/17/2017 • 0 Comments

Hi everyone. As you are reading this, your busy season will have just ended. I hope it went smoothly and was not too stressful for all of you. READ MORE

By Ilene Ferenczy4/17/2017 • 0 Comments

We worked recently on an interesting matter that has rather far-reaching consequences for some sponsors of defined benefit and cash balance (collectively, DB) plans. READ MORE

By Kevin Donovan, Sheri Alsguth, Lynn Young4/17/2017 • 0 Comments

The final Section 430 regulations provided clarity on the ordering of contributions. READ MORE

By Lynn Young4/17/2017 • 0 Comments

Several ethics presentations over the last year have focused on scandals in professional sports and how the lessons learned from them apply to our work. As I think about changes in our industry, there is one scandal that came to the forefront: Maria Sharapova. READ MORE

By Kurt Piper4/17/2017 • 0 Comments

First, as I have mentioned in the last couple of newsletters, our Membership Committee organized a membership drive at the Enrolled Actuaries Meeting April 2-5, 2017. There will be a similar drive at the annual Western Benefits Conference July 9-12, 2017 in Anaheim, CA.


By Judy Miller4/17/2017 • 0 Comments

With the April 15 deadline just passed, I figured this is a good time to update you on the prospects for tax reform. READ MORE

By Norman Levinrad3/15/2017 • 0 Comments

Yoo hoo! I hope your busy season is going smoothly. Don’t forget to eat healthy, exercise and get your sleep – all of that adds up to managing the stress successfully. READ MORE

By James E. Holland3/15/2017 • 0 Comments

Earned income is a key concept for setting up a retirement plan for a self-employed individual. There has been recent information provided by the IRS with respect to the treatment of post-retirement payments. READ MORE

By Norman Levinrad3/15/2017 • 0 Comments

In this month's interview, we visit with Sal Tripodi, ASPPA Past President, Eidson Award recipient, author of The ERISA Outline Book and one of the best known people in the industry. READ MORE

By Jeff Shouldis3/15/2017 • 0 Comments

Recently I received a text message from my wife that said, “You should consider taking out the trash in the kitchen.” Now, text messages can struggle to describe tone and can often be interpreted in multiple ways. So my mind raced: What exactly does this mean — that I “should consider” this? READ MORE

By Judy Miller3/15/2017 • 0 Comments

We have a Treasury Secretary now. Someday soon, we probably will also have a Secretary of Labor. Until there are also some assistants in place – like those for tax policy at Treasury and for EBSA at DOL – those departments won’t be fully functional. READ MORE

By Kurt Piper3/15/2017 • 0 Comments

First, as I mentioned in the last newsletter, our Membership Committee is organizing a membership drive at the Enrolled Actuaries Meeting, April 2-5, 2017. There will be a similar drive at annual Western Benefits Conference, July 9-12, 2017, in Anaheim, CA. READ MORE

By Norman Levinrad2/14/2017 • 0 Comments

Hi there, y’all. I hope February is doing well by you. We’ve finally come out of the unusual harsh weather we’ve had here in Oregon, and the crocuses are already blooming. READ MORE

By Daveyne Totten2/14/2017 • 0 Comments

This two-part article discusses how curtailments and settlements work specifically with regard to plan terminations. Part 1 (published in the January 2017 issue) described the treatment of curtailments, and Part 2 describes the treatment of settlements. READ MORE

By James E. Holland2/14/2017 • 0 Comments

There is a saying that bad cases make bad law (or, as sometimes stated, bad facts make bad law). Arguably, this is what happened in the Tax Court decision, Pizza Pro Equipment Leasing, Inc. v. Commissioner of Internal Revenue. READ MORE

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