Alan Stone

Hope your summer is off to a fun start. The end of June and beginning of July period truly feels like my one break during the busy year, even as the storm of September is on the horizon. First up this month, the ASEA Monthly staff presents its write-up of David Kupstas’ recent presentation—I  the... READ MORE

Hello ASEA!! We had our first nice weekend in New York in two months, and I’m heading out for a week away — so it’s all good spirits here. Our third issue in three months! Big thanks especially to Elizabeth Duda, as well as Joey Santos-Jones and David Kupstas. Let’s also give it up for David... READ MORE

Hello ASEA — It has been a challenging March 15 season (if not brain-crushing). It reminds me of planning a 2023 trip with high school friends last winter. We were picking a tentative date, and I advised that before March 15 would not be a good time for me to go ... and neither would before April... READ MORE

Hello ASEA!  It has been a fantastic summer, but I am trying to shift into ‘9/15 and 5500’ busy season before the avalanche hits. For those who were lucky enough to go to the ASEA Symposium, I hope you had a fantastic time and learned a lot. It would seem so, as Angie Vadnais, Senior Consulting... READ MORE

Hello ASEA– I had a momentous life change that occurred during the December Zoom call with the Legislative Relations Committee (LRC). Though I usually keep my Zoom camera off during such calls as I make coffee and put my work away for the day, I was in the holiday spirit and wanted to interact a... READ MORE

Hello ASEA— I am in the midst of getting ready for a few days off, while new issues and requests come in. Luckily, I have the ASEA Google Group to help with the more esoteric issues. Much appreciation to the big brains of ASEA. Summer is here, and you know what that means—getting geared up for... READ MORE

Hello ASEA— Happy 2020.5, all. I look forward to getting back to the old normal sooner than later. But actuarial work continues... I was edumacating (sic) myself on 401(a)(26) rules under the SECURE Act and I came across an article by John Markley, our former president and Industry Relations... READ MORE

If I have one actuarial memory that will last forever, it will be the early 1990s, and getting the actuarial results in the mail at my Park Slope, Brooklyn apartment (it was really Park Slope South – not the best neighborhood back then). I can still see the shelf where the mailman put the envelope... READ MORE

Hello ASEA—  Greetings from Queens, New York!  I have been very lucky not losing any friends or family, working from home, and staying healthy. The cancelled July meeting in Toronto for the EA-2L exam committee was a gut punch, but of course it could be worse. Alas, we will still meet, but... READ MORE