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 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

By Lynn Young2/14/2017 • 0 Comments

ACOPA continues to have a good reputation among the other actuarial organizations. While those relationships have been fostered by our leaders, both prior and current, it is also due to the level of professionalism that is exhibited in the work of our members every day. READ MORE

By Kurt Piper2/14/2017 • 0 Comments

First, the Los Angeles Advanced Pension Conference was a great success. Many thanks to our conference committee and ARA staff who make these conferences possible. READ MORE

By Judy Miller2/14/2017 • 0 Comments

ACOPA GAC has been busy working on a comment letter on the proposed amendment to the 417(e) regulations that was published in November. It’s a relatively short proposal, but it has generated a lot of discussion and some serious concern. READ MORE

By Norman Levinrad1/18/2017 • 0 Comments

Happy New Year to all of you. I hope 2017 is a healthy year for all of you and your families. READ MORE

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