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 Alan Stone8/14/2018 • 0 Comments

Hello all — it has been a busy month in ACOPA-land. READ MORE

By ASPPA Net Staff8/14/2018 • 0 Comments

The Department of Labor's ERISA Advisory Council on Employee Welfare and Pension Benefit Plans is seeking new members for a term beginning next year. In addition, the Joint Board for the Enrollment of Actuaries is getting ready to issue a solicitation for new members to the Joint Board Advisory Committee, which consists of private sector enrolled actuaries. READ MORE

By ASPPA Net Staff8/13/2018 • 0 Comments

The American Retirement Association Annual Business Meeting will be held on Sunday, Oct. 21, 2018, at 4:20 p.m. during the 2018 ASPPA Annual Conference in National Harbor, MD. READ MORE

By Eugene Joseph8/13/2018 • 0 Comments

The answer to most “knock knock” jokes is hilarious and funny. However, the answer, “GDPR, GDPR, GDPR,” to my “Knock Knock! Who's there?” post on the ACOPA Listserv on June 6, 2018, is anything but hilarious and funny. READ MORE

By Justin Greindl8/13/2018 • 0 Comments

For those who may have been preoccupied with last year’s deadline season, the ASB adopted a new ASOP last September 2017. We are now approaching the effective date where this standard will apply to any work with a measurement date on or after Nov. 1, 2018. READ MORE

By Angie Barclay8/13/2018 • 0 Comments

We’ve been hard at work filling an extensive schedule with options to meet your continuing education credit requirements, strengthen your knowledge, and expand your expertise. READ MORE

By ASPPA Net Staff8/10/2018 • 0 Comments

The ASPPA College of Pension Actuaries (ACOPA) honored Norman Levinrad, EA, CPC, FSPA, MAAA, with the 2018 Edward E. Burrows Distinguished Achievement Award at the ACOPA Actuarial Symposium in Chicago on Aug. 10. READ MORE

By Alan Stone7/16/2018 • 0 Comments

Hello all – hope everyone is having a great Summer 2018. READ MORE

By Lynn Young, Andrew Forgrave7/16/2018 • 0 Comments

Remember the ASB’s request in July of 2014 for comments on the topic of ASOPs and Public Pension Plan Funding and Accounting? READ MORE

By Richard Kutikoff7/16/2018 • 0 Comments

Plan sponsors sometimes wonder what expenses can be paid from retirement plan assets and what expenses must be paid from business assets. The Department of Labor has provided some guidance to answer this question. READ MORE

By Karen Smith7/16/2018 • 0 Comments

I have been blessed to be part of a quickly growing TPA and actuarial firm. I love the energy and opportunities. However, growth does come with its own set of challenges. One of our biggest challenges has been hiring experienced administrators. READ MORE

By Alan Stone6/18/2018 • 0 Comments

Hello all – Sweet June has arrived and thus begin summer concerts, pool parties, vacation time and the inconsequential deadline of July 31 for my Form 5500s. To my clients: You are all going on extension! READ MORE

By Bill Karbon6/18/2018 • 0 Comments

ACOPA leadership was very active in Washington, DC from May 18-22. Leadership met with our new Executive Director, attended American Retirement Association (ARA) Government Affairs Executive Committee meetings, visited the Pension Benefit Guaranty Corporation (PBGC) and met with Senate and House Tax and Labor staffers. READ MORE

By John Markley6/18/2018 • 0 Comments

In May, ACOPA actuaries Tom Finnegan and Bill Karbon, our new Executive Director Marty Pippins and I participated in the Government Affairs Committee (GAC) weekend meetings in Washington. On Monday, May 21, we met with the PBGC and the IRS. READ MORE

By Mary Ann Rocco6/18/2018 • 0 Comments

PBGC has completely overhauled their missing participant program. The new rules are effective for plans that terminate on or after Jan. 1, 2018. READ MORE

By Andrew Forgrave6/18/2018 • 0 Comments

The ACOPA Actuarial Symposium is coming up! READ MORE

By ARA Staff6/18/2018 • 0 Comments

Nominations are now being accepted for American Retirement Association’s 2019 Board of Directors. READ MORE

By Alan Stone5/11/2018 • 0 Comments

Hello all – spring has finally sprung in New York, and my self-diagnosed Seasonal Affective Disorder has gone away. But with the nice weather, I have learned that my golf game is in shambles. It is not easy being a mathlete instead of an athlete. READ MORE

By Alan Stone5/11/2018 • 0 Comments

Recently I spoke with Martella A. Turner-Joseph, a partner at Joseph & Turner Consulting Actuaries, LLC in New York City. Martella chairs the Legislative Relations Committee (LRC), a subcommittee within the American Retirement Association’s Government Affairs Committee. READ MORE

By Joseph Nichols5/11/2018 • 0 Comments

This morning, as the thunderstorm approached, I was taking down hammocks from the metal swing set and reminded myself (yet again) that I do not have much common sense. Thank goodness I have math sense. Or do I? READ MORE

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