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ACOPA Actuarial Symposium

2018 ACOPA Actuarial Symposium

August 10-11     Chicago


The ACOPA Actuarial Symposium has been designed for pension actuaries and professionals who are concerned about the impact of recent regulations. The sessions are geared specifically toward issues affecting actuaries in the pension field. The final “Ask the Experts” session provides an opportunity for you to ask questions relevant to your specific area of expertise





(Ends 7/6/18)
(7/7/18 - 08/3/18)
(After 8/3/18) 
 Member  $760  $860  $960
Non-Member   $910  $1,010  $1,110


Doubletree by Hilton Chicago — Magnificent Mile

300 East Ohio Street
Chicago, IL 60611

Reserve a Room

Room Rate: $199/night double or single
Reservation cut-off date: July 19, 2018



Registration Includes:

  • Access to all sessions
  • Continental breakfast on Friday and Saturday
  • Beverage breaks and lunch on Friday and Saturday
  • Reception on Friday evening 


You will receive an email confirmation of your registration from ASPPA. If you have not received a confirmation within 10 business days after registering, please contact Customer Care at

Cancellation Refund Policy

All registration cancellations and refund requests must be made in writing by August 3, 2018. A refund of the conference fee, minus a $100 processing fee, will be given for cancellations received by that date. No refunds will be granted for requests received after August 3, 2018. Submit all requests to Please note that refunds will not be given for no-shows.

Substitution Policy

Substitution of registrations is permitted prior to the conference and onsite. Only one substitution is permitted per original registrant. The individual submitting the substitution request is responsible for updating any contact information.


Attendees registering in advance may pick up their badge and on-site materials at the Registration Desk during conference hours. If you do not check in at the conference Registration Desk to pick up your badge, you will be deemed a no-show and continuing education credit will not be issued. Refunds will not be given for no-shows. Attendees will not be allowed to pick up other attendees' badges/materials.

Continuing Education

How many ASPPA CE credits is each session worth?

  • 50 minutes = 1 credit hour
  • 75 minutes = 1.5 credit hours
  • 100 minutes = 2 credit hours

The conference is designed to offer up to 16 ASPPA, JBEA, and ERPA CE credits. For other types of continuing education credit, including CLE or state insurance credit, please submit your request for pre-approval by June 25, 2018. ASPPA staff will apply for advance approval of the program if the application process and filing fees are not prohibitive.

Please check the website periodically for updates. We will post approved credit and credit applied for as it is available.


2018 ACOPA Actuarial Symposium Steering Committee

Committee Chair
Andrew Forgave, EA, MAAA, MSPA, Pinnacle Plan Design, LLC, Worthington, OH

Conference Committee
Raymond D. Berry, MSPA, ASA, EA, MAAA, Grant Thornton LLP, Arlington Heights, IL
Sharmila Chatterjee, ASA, EA, MAAA, MSPA, Aprio, Atlanta, GA
John R. Markley, FSPA, CPC, Markley Actuarial Services, Inc., Lancaster, PA

ACOPA President
William G. Karbon, MSPA, CPC, QPA, CBIZ Benefits & Insurance Services, Inc., Lawrenceville, NJ



ACOPA's Mission

  • Advance the knowledge of actuarial science as it relates to retirement and other employee benefit plans
  • Promote and maintain the highest professional and ethical standards among its members
  • Enable actuaries engaged in pension practice to assemble and discuss common issues
  • Promote an interchange of information among actuaries and the leadership of various actuarial organizations
  • Keep the public informed about the profession and the responsibilities of the professional pension actuary in public practice
  • Promote the expansion of the private retirement system by educating governmental agencies and Congress on issues that affect the short- and long-range health of the private retirement system
  • Promote the education and professional development of both pension actuaries and actuarial students



The ASPPA College of Pension Actuaries (ACOPA) was formed in September 2008 when ASPPA and the College of Pension Actuaries (COPA) combined to form a semi-autonomous operating unit within ASPPA. ACOPA is the primary source of professional organizational support for pension actuaries, and is charged with carrying out ASPPA’s responsibilities as one of the recognized U.S.-based actuarial organizations. All credentialed actuarial members of ASPPA are members of ACOPA.

Today ACOPA is part of the American Retirement Association, which was created in January 2015 to support the missions of ACOPA and its “sister” organizations, and to provide a single voice that can speak on behalf of the entire retirement industry. In addition to ACOPA, those sister organizations are ASPPA, the National Association of Plan Advisors (NAPA) and the National Tax-deferred Savings Association (NTSA).


Program Content

The views and opinions expressed by speakers or others who have provided materials to and for this conference are not necessarily those of ACOPA or its affiliate organizations. ACOPA and its affiliate organizations assume no responsibility for, nor endorses any of the comments, recommendations or materials that are provided.

Unauthorized Solicitations

Solicitation of business by anyone is strictly prohibited. Please report any violations to the registration desk.

Dress Code

Attire at the conference is business casual. Feel free to be comfortable in slacks, polo shirts, sweaters, blazers, blouses and, most importantly, comfortable shoes! Hotel meeting rooms tend to be cool, so bring a sweater or light jacket.


Please feel free contact the Conferences department by phone at 703.516.9300 or by email at Throughout the conference, you are welcome to stop by the Registration Desk for questions or additional information.


Online: 2018 ACOPA Actuarial Symposium
Fax: 703.516.9308
Mail: ASPPA, PO Box 34725,
Alexandria, VA 22334-0725