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 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

By James Turpin3/15/2016 • 0 Comments

As actuaries we deal with data on a daily basis. Most of the time we tend to only think of data as demographic (participant information) or financial (plan assets, contributions and distributions). However, data also includes the plan documents that we rely on to determine who is covered by the plan, what benefits are to be paid to participants, when those benefits can be paid and the form of benefit payments. READ MORE

By ASPPA Net Staff3/4/2016 • 0 Comments

The American Retirement Association Annual Business Meeting will be held on Sunday, Apr. 17, 2016, during the 2016 NAPA 401(k) SUMMIT in Nashville. READ MORE

By Norman Levinrad2/17/2016 • 0 Comments

This has been a challenging month for me so far. READ MORE

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

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