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 Shelly Jamieson9/14/2017 • 0 Comments

The IRS issued Revenue Procedure (Rev. Proc.) 2017-41 on June 30, 2017, which makes significant changes to the IRS pre-approved plan program. READ MORE

By Kurt Piper9/14/2017 • 0 Comments

I thought that since we have just had our elections, it would be a good time to write about the importance of elections for ACOPA. READ MORE

By Charles Brown9/14/2017 • 0 Comments

Living in Jacksonville, FL, my wife Tiffany and I love to stay fit and take advantage of the great outdoors. READ MORE

By Norman Levinrad7/13/2017 • 0 Comments

Hi there, readers. I trust you are all enjoying summer and its long days, the gin and tonics, the BBQ’s, the camping, the 100 mosquito bites in one night... READ MORE

By Susan Feit7/13/2017 • 0 Comments

Preparing the Schedule SB is typically a basic task that pension actuaries must complete. However, while preparing the 2016 SB for a terminated plan, I questioned how to report certain transactions. READ MORE

By Mike Eaton7/13/2017 • 0 Comments

All of us have them – plans that are underfunded and PBGC-covered. Each and every one of these plans is subject to required quarterly contributions, and like it or not, most small plans don’t make required quarterly contributions. READ MORE

By Joseph Nichols7/13/2017 • 0 Comments

Happy Summer, ACOPA friends! There are some exciting things happening with The Actuarial Foundation these days. READ MORE

By Kurt Piper7/13/2017 • 0 Comments

I thought that since I have maybe figured out this job and have not yet become irrelevant, it’s the perfect time to tell you what I see the State of the College is. READ MORE

By Judy Miller7/13/2017 • 0 Comments

On June 12, ACOPA representatives, along with other ARA representatives, met with about 15 folks from IRS and Treasury to discuss current issues of concern to our membership. READ MORE

By Sheri Alsguth7/13/2017 • 0 Comments

I enjoy travelling when I’m not working; my husband and I have been to many places all across the world. READ MORE

By ARA Staff7/13/2017 • 0 Comments

Nominations are now being accepted for American Retirement Association’s 2018 Board of Directors. READ MORE

By ARA Staff7/13/2017 • 0 Comments

The American Retirement Association Annual Business Meeting will be held on Sunday, Oct. 22, 2017, at 3:00 p.m. during the 2017 ASPPA Annual Conference in National Harbor, MD. READ MORE

By Norman Levinrad5/16/2017 • 0 Comments

Hi Devoted Readers. This is Grand Executive Editor For Life Norm reporting to his reliable followers on this magnificent occasion… Okay, I have apparently been reading way too much North Korea news! READ MORE

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

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