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 Judy Miller2/17/2016 • 0 Comments

By now you have heard that the proposed IRS regulation on “Nondiscrimination Relief for Closed Defined Benefit Plans and Additional Changes to the Retirement Plan Nondiscrimination Requirements” is more about the “Additional Changes” than “Closed Defined Benefit Plans. READ MORE

By Kevin Donovan2/17/2016 • 0 Comments

As we are all aware, the issue of compensation for self-employed (SE) persons at times results in circular calculations. READ MORE

By Angie Barclay2/17/2016 • 0 Comments

The LA Advanced Pension Conference took place on January 21-22 at the Hilton Universal City Hotel in Los Angeles. Actuaries, administrators and other retirement professionals from around the country gathered to enhance their skills, learn new topics and collaborate with peers. READ MORE

By Karen Smith2/17/2016 • 0 Comments

Listen in on a discussion between Karen Smith and Larry Deutsch about using different crediting rates for different groups of participants in a cash balance plan. READ MORE

By Alan Stone2/17/2016 • 0 Comments

This decade is a big one for 50th anniversaries and celebrations. In 2015, the Grateful Dead celebrated their 50th anniversary with concerts in California and Chicago. In 2017, my high school classmates will celebrate their 50th birthdays (Go Ward Melville Patriots!). But 2016’s biggest 50th anniversary belongs to ASPPA.


By Karen Smith2/17/2016 • 0 Comments

On behalf of the ACOPA Leadership Council, here's our monthly update for members on some of ACOPA's activities. READ MORE

By Norman Levinrad1/15/2016 • 0 Comments

Hi there and Happy New Year. I woke up this morning hoping I’d won the $1.5 billion Powerball, but unfortunately I hadn’t — apparently three other people will instead share my winnings. READ MORE

By David Lipkin1/15/2016 • 0 Comments

It seems that at many of the ethics roundtable discussions at ASPPA and ACOPA conferences, the question of abandoning a client shortly before a due date (such as 10/14) comes up. Most people regard this as both (a) undesirable and (b) a possible violation of the ethics codes. READ MORE

By Osmundo Bernabe, Glenn Soderstrom1/15/2016 • 0 Comments

As previously indicated in Part 1 of this article, the suspension of benefits process can be very complicated. A phrase we often hear, “It depends on the specific set of facts and circumstances,” is very much applicable in applying the suspension of benefits rules. READ MORE

By William Karbon1/14/2016 • 0 Comments

As we ring in the new year, we also enter that time of year when we focus on providing actuarial services to clients with calendar plan/fiscal years. In preparing for these calendar year clients, the actuary needs to be aware of the revised principles that are now imposed by the Actuarial Standard of Practice (ASOP) No. 35, Selection of Demographic and Other Noneconomic Assumptions for Measuring Pension Obligations. READ MORE

By Freeman Levinrad1/14/2016 • 0 Comments

The Internal Revenue Service (IRS) has announced the end of the determination letter program as we know it. Beginning Jan. 1, 2017, the IRS will no longer accept determination letter applications based on the 5-year remedial amendment cycle (see IRS Announcement 2015-19). READ MORE

By Judy Miller1/14/2016 • 0 Comments

Another year in the rear view mirror. My mother always told me that time goes by more quickly as you get older, and she was definitely right about that. Before looking ahead, I’d like to thank the dozens of ACOPA members who made last year a very productive one for us. READ MORE

By Karen Smith1/14/2016 • 0 Comments

In December 2015, Judy Miller, Kurt Piper, Lynn Young and I went to Scottsdale, Ariz. to attend several actuarial inter-societal meetings. READ MORE

By Norman Levinrad12/14/2015 • 0 Comments

Wow, here we are again with year end just two weeks away and knee deep in new plan proposals and set ups! Like every other year, 2015 just blew by in a blur of work. READ MORE

By Osmundo Bernabe12/14/2015 • 0 Comments

What is “Suspension of Benefits”? The purpose of this post is to provide an overview of the rules as they apply to the suspension of benefits and to the adjustment of benefits not received during the suspension period as it relates to defined benefit plans.


By James E. Holland12/14/2015 • 0 Comments

In September 2015, more than seven years after issuing proposed rules, the IRS issued final rules under IRC §430. This article will describe the changes and additions made by the final rules. READ MORE

By Karen Smith12/14/2015 • 0 Comments

The week of Jan. 18, 2016, ACOPA members will have the opportunity to vote to approve the proposed amended Joint Discipline Council Agreement. You will be receiving an email with our formal communication of the materials. I wanted to take a few minutes to provide some additional information in a less formal tone. READ MORE

By Judy Miller12/14/2015 • 0 Comments

One of ACOPA’s responsibilities is to present the views of our membership to regulators and other relevant bodies. Last month I wrote about legislative proposals, and the success we (ASPPA/ACOPA, and now ARA) have had getting Congress to take our proposals seriously. READ MORE

By Norman Levinrad11/12/2015 • 0 Comments

Wow, the days sure roll by fast from one content submission deadline to another! Here we are in mid-November, with year-end soon upon us. READ MORE

By James E. Holland11/12/2015 • 0 Comments

In September, more than seven years after issuing proposed rules, the IRS issued final rules under IRC §430. This article will describe the changes and additions made by the final rules. READ MORE

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