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 Norman Levinrad11/15/2017 • 0 Comments

Hi folks, here we are again already! Thanksgiving is next week, and December is peeking around the corner. READ MORE

By Bill Karbon11/15/2017 • 0 Comments

I want to thank the ACOPA membership for providing me with the opportunity to serve as President for the next year. As I begin my term, I wanted to share some thoughts regarding my priorities for ACOPA. READ MORE

By James E. Holland11/15/2017 • 0 Comments

The IRS has finally issued an updated revenue procedure providing automatic approval for certain changes in funding method for single-employer plans that reflects the provisions of the Pension Protection Act of 2006 (PPA) and IRC § 430. READ MORE

By Karen Smith11/15/2017 • 0 Comments

For the 2017 ASPPA Annual Conference, I agreed to do the session on defined benefit topics that were not covered in other sessions. The description of the session indicated that one of the topics that I would cover was the accrual rules. “Easy enough,” I thought. READ MORE

By Norman Levinrad10/16/2017 • 0 Comments

Oh man, I should have gone to dental school! READ MORE

By James E. Holland10/16/2017 • 0 Comments

In the pension world, the word “disaster” is often applied to new laws, regulations or proposed tax or benefit reforms. We also refer to the usual weather-related events of hurricanes, floods and tornados as disasters. READ MORE

By Andrew Zimny10/16/2017 • 0 Comments

It is quite common for defined benefit plans to define optional benefit forms based upon the actuarial equivalence (AE) definition in the plan document. A recent situation led me to ask a series of questions that deal with three issues of AE, optional benefit calculations and relative value. READ MORE

By Norman Levinrad10/16/2017 • 0 Comments

I recently caught up with Judy Miller, ACOPA’s former Executive Director. Here are Judy’s reflections on her plans for retirement, ACOPA, the state of the industry and more. READ MORE

By David Weaver10/16/2017 • 0 Comments

On Oct. 3, 2017, the IRS released Notice 2017-60, which summarizes rules provided in regulations released Oct. 5, 2017 in regard to 2018 mortality and mortality improvement tables. READ MORE

By Norman Levinrad9/14/2017 • 0 Comments

I hope those of you in the hurricane-affected areas are coping with the massive disruptions to your lives. Things like 9/15 deadlines become trivial when you’ve been evacuated from your home, your home is under water, or you have no power for an extended time. READ MORE

By James Turpin9/14/2017 • 0 Comments

It was a dark and stormy night when Snoopy the dog took a call from a potential client. READ MORE

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

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