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 Lauren Okum11/16/2016 • 0 Comments

Hello, ACOPA peeps! It’s early November, and I recently returned from the 2016 ASPPA Annual Conference, where it was great to see many of you! I had the honor of co-chairing the conference this year as we celebrated ASPPA’s 50th anniversary. After six years of conference planning, I’m retiring from that role… at least temporarily. It’s been such an incredible experience for me, and Norm asked me to share some highlights with you. READ MORE

By Andrew Zimny11/16/2016 • 0 Comments

The issue of a successor employer and whether it must be aggregated for IRC Section 415 purposes with a predecessor employer is a fairly common situation when a professional entity such as a law firm operates for many years in a particular form (e.g., sole prop or LLC) and then later becomes part of a larger entity or partnership. READ MORE

By Kurt Piper11/16/2016 • 0 Comments

We wanted to provide an update on some ACOPA projects. READ MORE

By Judy Miller11/16/2016 • 0 Comments

My guess is you are already counting up your hours to make sure you will have your CE in by the end of this year, but what if you won’t make it? Do you have enough ethics credits? “Formal” education? What qualifies for ethics credit, anyway? READ MORE

By Norman Levinrad10/12/2016 • 0 Comments

Hi folks. Are you bored with no work to do? If so, here’s another ACOPA enews for you to read! READ MORE

By Richard Kutikoff10/12/2016 • 0 Comments

This second part of a two-part series on takeovers explores the best and worst practices in working with the old actuary when you are the new actuary. READ MORE

By James E. Holland10/12/2016 • 0 Comments

Since the issuance of the final regulations under § 417(e)(3) of the Internal Revenue Code in 1988, practitioners have been critical of the interpretation taken by the IRS in situations where a benefit was being paid partly in single-sum and partly in an annuity form. READ MORE

By Norman Levinrad10/12/2016 • 0 Comments

Many of us first heard of Jim Holland in the 1980s, when he was working at the IRS during the small plan audit program, so I thought Jim would be a good victim for an enews interview. READ MORE

By Kurt Piper10/12/2016 • 0 Comments

From Sept. 29 to Oct. 2, Karen Smith, Bill Karbon, Judy Miller and I attended a meeting of the North American Actuarial Council (NAAC). READ MORE

By Judy Miller10/12/2016 • 0 Comments

Twice in past few months I have had the pleasure of participating in discussions about recent activities of The Actuarial Foundation (TAF) and its plans for the future. READ MORE

By Norman Levinrad9/12/2016 • 0 Comments

Hi there! I hope you all had a great summer. Being buried in 9/15 deadlines makes it all too easy to forget the time off and trips we took just a few weeks ago. READ MORE

By Karen Smith9/12/2016 • 0 Comments

Judy Miller has written an excellent article about what the ACOPA LC has been up to, so I wanted to take this opportunity as my term as ACOPA President is beginning to wind down to make the case on a personal cause of mine. READ MORE

By Judy Miller9/12/2016 • 0 Comments

Since the last issue, we had a very successful ACOPA Symposium in early August. A big thank you to the committee. Sara DeFillipo (chair), Ray Berry and Drew Forgrave put together a great event. READ MORE

By Richard Kutikoff9/12/2016 • 0 Comments

This is the first of a two-part article about the best and worst practices in working with the new actuary when you are the old actuary. Part 2 will appear in the October ACOPA Monthly. READ MORE

By Norman Levinrad9/12/2016 • 0 Comments

This month’s Q&A features Ms. Bela Palli, the manager of the Standard Termination Compliance Division at the Pension Benefit Guaranty Corporation (PBGC). READ MORE

By Norman Levinrad9/12/2016 • 0 Comments

There is a perception that actuaries are a boring, nerdy bunch. But I know some of you have pretty cool hobbies, and there’s nothing people with hobbies enjoy more than talking about their hobbies. READ MORE

By Norman Levinrad6/17/2016 • 0 Comments

Hi there, fellow ACOPA members. Did you know we are so famous that an entire continental soccer championship is named after us? READ MORE

By Rick Block6/17/2016 • 0 Comments

Michael is an Enrolled Actuary and an MSPA. One day, Michael receives a phone call from a local divorce attorney. The attorney is looking for an actuary to value retirement benefits in a divorce action. READ MORE

By Daveyne Totten6/17/2016 • 0 Comments

The idea of using generational mortality rates for valuing pension benefits has been gaining traction in recent years. Many large plans are already using 2-dimensional mortality improvement scales for purposes of FASB accounting, and the IRS appears to be considering including a 2-dimensional mortality improvement scale under IRC Sections 430 and 417, possibly beginning as early as 2017. So, whether we want to or not, it’s probably time for small plan actuaries to start looking at understanding and calculating these rates. To read more, click here.

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By Norman Levinrad6/17/2016 • 0 Comments

I am sure many of you regularly use the 5500 Preparer’s Manual in your practice. Recently I interviewed its author, Janice Wegesin. Here’s the interview. READ MORE

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