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 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

By Daveyne Totten1/18/2017 • 0 Comments

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

By Alan Stone1/18/2017 • 0 Comments

Robotron is, with no hesitation, the greatest video game that I’ve ever played. It is the “Exile on Main Street” and “The Godfather, Part II” of its industry, capable not only of providing me with continued enjoyment over two-thirds of a lifetime, but also ruining for me much of the inferior output that came afterward. READ MORE

By Kurt Piper1/18/2017 • 0 Comments

The rest of the EC and I have spent much of the past two months discussing a number of diverse professionalism and membership issues and projects, and I thought I would take this opportunity to speak of these from atop the head of Ozymandias. READ MORE

By Judy Miller1/18/2017 • 0 Comments

Nothing boring about 2017 in Washington. Many practitioners, and plan sponsors, are hoping Trump appointees will pare back, or throw out, regulations and other administrative actions initiated by the previous administration. READ MORE

By Norman Levinrad11/16/2016 • 0 Comments

Wow, what a week we’ve just had as a country. I’m not going to make any political comments, but I think we can all agree we’re going to be on a roller coaster for a while. READ MORE

By Tom Finnegan11/16/2016 • 0 Comments

Recently, cash balance designs have emerged in which the HCEs of the sponsor receive a lower interest credit rate for their hypothetical accounts than do the NHCEs. READ MORE

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

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