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 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.


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

By Judy Miller6/17/2016 • 0 Comments

Karen, Kurt and I wrapped up an American Retirement Association Government Affairs Committee (GAC) meeting June 14 with visits with staff of the committees of jurisdiction on Capitol Hill. Presidents and Presidents-Elect of ARA and other membership divisions were also in the Hill contingent. READ MORE

By Karen Smith6/17/2016 • 0 Comments

Earlier this month, ACOPA members were emailed information about two changes to the ACOPA Operating Principles (OP). In July, ACOPA members will have an opportunity to vote on these changes. I recommend that membership approve the changes. READ MORE

By Norman Levinrad5/17/2016 • 0 Comments

Hi there ACOPeeps, I hope you are all enjoying springtime – the sunshine, the flowers, the birds, the pollen, the severe allergies, and the catch-up work on all the stuff you put aside the last few months. READ MORE

By Lynn Young5/17/2016 • 0 Comments

In a recent Chief Counsel Advice Memorandum, the IRS responded to a request regarding the application of the “otherwise excludable employees” for purposes of coverage testing. READ MORE

By Lauren Okum5/17/2016 • 0 Comments

Oh, the pesky RMD! Rather than delving into the basic rules, I’d like to discuss some controversial issues that have recently been brought to my attention. READ MORE

By Kurt Piper5/17/2016 • 0 Comments

In April 2016, Judy Miller, Karen Smith and I went to Guanajuato, Mexico to attend a couple of actuarial inter-societal meetings. READ MORE

By Judy Miller5/17/2016 • 0 Comments

Just when you start feeling pretty good, tax reform rises from the dead, and here we go again. READ MORE

By Norman Levinrad5/17/2016 • 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 (as anyone who I have corralled to talk about motorcycles knows full well). READ MORE

By Norman Levinrad4/14/2016 • 0 Comments

Yay, another busy season behind us! Like the calendar pages flapping by in an old movie to show the passage of time, one pension deadline after another marks our lives as pension professionals. READ MORE

By Judy Miller4/14/2016 • 0 Comments

By now you know that the “reasonable classification” proposal was stripped from the closed plans proposed regulation on April 14.  A huge “Thank You” to all of you who helped us get to this point. READ MORE

By Norman Levinrad4/14/2016 • 0 Comments

Welcome to the first of a regular Q&A series for the ACOPA e-news. In this feature I will be interviewing well-known people in the pension industry. My first victim, er… interviewee, is Carol Zimmerman, an actuary with the IRS. READ MORE

By Judy Miller4/14/2016 • 0 Comments

When did we first realize that the IRS read IRC §412(d)(2) to mean something other than what it appears to mean? READ MORE

By Karen Smith4/14/2016 • 0 Comments

Earlier this year, ACOPA members voted and approved the revised Joint Discipline Council (JDC) agreement with the other U.S.-based actuarial organizations. So, now we are working on getting the American Retirement Association (ARA) discipline procedures amended to reflect the new JDC agreement. READ MORE

By Norman Levinrad3/15/2016 • 0 Comments

Hi there. March 14 and another submission deadline is looming. What was I thinking when I chose the 15th of each month as a submission date for the monthly content for our e-news? You’d think that after 35 years in this business I’d have realized what a bad choice that was! READ MORE

By Tom Finnegan3/15/2016 • 0 Comments

For the last several weeks, the community of pension professionals has been focused on the potential impact of proposed changes to the general test under Code Section 401(a)(4). READ MORE

By Judy Miller3/15/2016 • 0 Comments

Last month I promised an update on the proposed Section 401(a)(4) regulations. Here's what ACOPA/ASPPA has been doing in response to the proposed changes. READ MORE

By Matt Beaurain3/15/2016 • 0 Comments

We work in an industry that seems have an infinite amount of rules and regulations. Unless you’ve written the regulations yourself, or have been in the retirement industry since the beginning of time, odds are that you will run into a situation where you need a colleague’s advice. READ MORE

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