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From the Executive Editor

ASEA Monthly

Hello ASEA —

Who is excited about the ASEA Advanced Actuarial Symposium in Chicago on Aug. 11-12?

Besides the great classes, you can see Madonna at Chicago’s United Center on Aug. 9 and 10, Bruce Springsteen at Wrigley Field on Aug. 9 and 11, and Reggae Gold on Aug. 10 at Subterranean. That last one starts at 10 p.m., so we old folks likely can’t attend!

Speaking of exciting information, we have four great articles for you. You may have noticed we are back to putting the “monthly” as ASEA Monthly, with back-to-back March and April issues for your enjoyment.

Our first article is Terminated 401(k) Plans and the “12-Month Rule” by David J. Kupstas, FSA, EA, MSEA, Chief Actuary of the ACG Retirement Plan Design and Administration Division. Much like how post-pandemic and working from home blurred the lines between weekends and workdays, the lines are blurred between a DB expert and a DC expert. Actuaries have to dip their toes in the DC world and vice versa. We hope this article brings you some knowledge of the DC world you were not otherwise aware of.

You can find David’s article here:

Speaking of mixing between the DB and DC world, our next article is a tribute to the ongoing works of a DC person. I called Susan D. Diehl QPA, CPC, ERPA, TGPC, BCF, President, PenServ Plan Services, Inc. I called Sue earlier today for her thoughts on this recognition. Sue said. “I do what I love, which is helping people, whether in the business of through Family Promise.”

You can find the article on Sue here:

After reading about the honor to Sue, you probably want to volunteer yourself.

Do that here:

Next up, we move to the ARA part of the articles. Welcome to Joey Santos-Jones, Director of Editorial Content, American Retirement Association.

Let’s learn about Joey in his article here:

And everyone’s favorite ASEA and NTSA Manager, Elizabeth Duda, provides us with significant updates to the Google Group.

You can find that here:

Happy Spring, all! See you soon!