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 Norman Levinrad3/15/2018 • 0 Comments

Hi there! March 14 here and it’s one valuation review after the other — but the end of busy season is now in sight! I hope it goes smoothly for all of you. READ MORE

By James E. Holland3/15/2018 • 0 Comments

Can someone waive benefits in a defined benefit plan for funding purposes? And how does the the excise tax work in the final year of a plan? READ MORE

By Bill Karbon3/15/2018 • 0 Comments

The only way that ACOPA can successfully meet the needs of our membership is to rely on the hard work of our many volunteers. This month I would like to highlight the great work that is done by our Professionalism Committee. READ MORE

By ASPPA Net Staff3/15/2018 • 0 Comments

The ASPPA College of Pension Actuaries (ACOPA) has named longtime IRS executive Martin Pippins as its new Executive Director and Director of Regulatory Policy, effective May 1. READ MORE

By Norman Levinrad2/16/2018 • 0 Comments

Hi there. I just woke up to the news of another school shooting, and I’m thinking about the parents dealing with the incomprehensible grief of losing a child who they just sent off to school. READ MORE

By James E. Holland2/16/2018 • 0 Comments

It was a quiet Tuesday afternoon. The first State of the Union address from President Trump was to take place that evening. No one expected any interesting government releases before the speech. READ MORE

By Matt Rustige2/16/2018 • 0 Comments

For the longest time, it seemed an unwritten rule that the safe and wise path of a defined benefit plan termination should include an IRS Determination Letter request. However, this approach seems to have come under much more scrutiny in recent years by sponsors and advisors of plans both large and small. READ MORE

By Bill Karbon2/16/2018 • 0 Comments

I wanted to take this opportunity to catch everyone up on the activities of the ACOPA Leadership Council. The following summarizes the most important issues being addressed by leadership. READ MORE

By Norman Levinrad1/17/2018 • 0 Comments

Hi there, and a belated Happy New Year. It’s good to be back after the December break we took for the e-news. Any time we announce a break it’s essentially a euphemism for “I’ve got no content.” READ MORE

By Roman Androsov1/17/2018 • 0 Comments

EDITOR'S NOTE: Roman Androsov, Director of Actuarial Services at PenSys, Inc., has written an article explaining how the new 20% qualified business income deduction under the Tax Cuts and Jobs Act works and how it may affect incentives to set up plans. Click here to view the 16-page article in pdf form. READ MORE

By Karen Smith1/17/2018 • 0 Comments

On Dec. 7, 2017, I attended an Actuarial Standards Board (ASB) meeting. I had never attended an ASB meeting and was curious. Revisions to pension ASOPs 27 and 35 were on the agenda. So, I notified the Academy office that I planned to attend, booked my airfare and I was off to DC! READ MORE

By Bill Karbon1/17/2018 • 0 Comments

I would like to wish a Happy New Year to all ACOPA members!!! READ MORE

By Norman Levinrad11/15/2017 • 0 Comments

Hi folks, here we are again already! Thanksgiving is next week, and December is peeking around the corner. READ MORE

By Bill Karbon11/15/2017 • 0 Comments

I want to thank the ACOPA membership for providing me with the opportunity to serve as President for the next year. As I begin my term, I wanted to share some thoughts regarding my priorities for ACOPA. READ MORE

By James E. Holland11/15/2017 • 0 Comments

The IRS has finally issued an updated revenue procedure providing automatic approval for certain changes in funding method for single-employer plans that reflects the provisions of the Pension Protection Act of 2006 (PPA) and IRC § 430. READ MORE

By Karen Smith11/15/2017 • 0 Comments

For the 2017 ASPPA Annual Conference, I agreed to do the session on defined benefit topics that were not covered in other sessions. The description of the session indicated that one of the topics that I would cover was the accrual rules. “Easy enough,” I thought. READ MORE

By Norman Levinrad10/16/2017 • 0 Comments

Oh man, I should have gone to dental school! READ MORE

By James E. Holland10/16/2017 • 0 Comments

In the pension world, the word “disaster” is often applied to new laws, regulations or proposed tax or benefit reforms. We also refer to the usual weather-related events of hurricanes, floods and tornados as disasters. READ MORE

By Andrew Zimny10/16/2017 • 0 Comments

It is quite common for defined benefit plans to define optional benefit forms based upon the actuarial equivalence (AE) definition in the plan document. A recent situation led me to ask a series of questions that deal with three issues of AE, optional benefit calculations and relative value. READ MORE

By Norman Levinrad10/16/2017 • 0 Comments

I recently caught up with Judy Miller, ACOPA’s former Executive Director. Here are Judy’s reflections on her plans for retirement, ACOPA, the state of the industry and more. READ MORE

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