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ASEA Monthly
Greetings from the rearview mirror! One of the last actions in my term as president was to present a change in the operating principles.
In December 2022, I alerted the membership to a proposed change to the operating principles regarding the election of the Executive Vice President. The vote was...
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At the end of the plan year, some of our small cash balance (CB) and traditional defined benefit (DB) clients will contact us wanting to know what “the” contribution is for the previous year, as though there was a single option for what they are required to put in.
In fact, there is not one...
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In recent years there has been a lot of discussion around the topic of Imposter Syndrome. Initially called the “Imposter Phenomenon” in the 1970s by Pauline Rose Clance and Suzanne Imes, “an internal experience of intellectual phoniness” and the fear of it being exposed, was once believed to be a...
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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...
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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...
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If you’re older than a certain age, you’re familiar with the tagline, “Roaches check in, but they don’t check out.” It’s kind of like that in a 401(k) plan. You can easily check your money in (contribute to the plan), but it can be hard to check it out (withdraw it).
Often, you can borrow money...
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The ASEA Google Group is one of the most valuable benefits of membership. It sees both in-depth and diverse daily traffic. Members can jump right in and network on the Google Group, asking questions, getting answers, and participating with the best of the pension actuary industry. The only place...
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It's an unbelievable honor to join the American Retirement Association (ARA) and the American Society of Enrolled Actuaries (ASEA) teams. In my short time with ASEA, I've had the pleasure of working with Alan Stone and Elizabeth Duda, both incredibly talented and working very hard to further the...
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The Washington Update at Actuarial Insights was necessarily fast-paced. SECURE 2.0 includes dozens of new retirement plan-related provisions and we wanted to give an overview of as many as time permitted.
SECURE 2.0 included several provisions of particular interest to defined benefit plan ...
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By: Kathy Tompkins
The Women in Retirement Conference, affectionately known as WiRC, is an amazing conference held each January where women "WiRC" together with members from all five sister organizations: ASEA, ASPPA, NAPA, NTSA, and PSCA.
WiRC's primary goal is to address the challenges and...
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By John Sullivan
I am incredibly excited to join the American Retirement Association (ARA), specifically the American Society of Enrolled Actuaries (ASEA), as Chief Content Officer. The association and society are well-known for their professionalism, insight, and execution.
Filling the void...
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The "busy" season is well underway for our ASEA members. (By the way, this is Clint Blankenship acting as President for 2023).
What is the busy season? An ASEA member's spouse and friends will tell you the busy season is from January to December every year. Finding purpose and new perspective...
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It was great to see such an impressive turnout at the ASPPA Annual conference this year. It felt like attendance was nearly at pre-pandemic numbers. Most of the sessions I attended seemed to be bursting at the seams.
I was asked to share my experience of being at the conference both as an...
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In addition to the Joint Board continuing education requirements, members of ASEA and the other US-based actuarial organizations are subject to the continuing education requirements of the qualification standards (QS) promulgated by the American Academy of Actuaries. The QS have been updated for...
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How many times have we heard a call for volunteers and said, “not me,” “someone else will volunteer” or “I don’t have the time”?
Volunteering for a committee at ASPPA may seem daunting, scary, and intimidating. I would like to share that while taking that first step of saying yes to volunteering...
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It’s rare an actuarial newsletter article requires a spoiler alert, but if you haven’t finished Season 1 of House of Dragons (HOD) consider yourself alerted.
Alan, our ASEA Monthly Newsletter editor, said I could write about anything and while I could have talked about #CutieGate (a reference to...
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ASPPA and the American Retirement Association have scheduled their annual Business Meetings at this year’s ASPPA Annual Conference at the Gaylord National hotel in National Harbor, MD.
ARA Business Meeting
The ARA will hold its Business Meeting on Sunday, Oct. 23, 2022, at 4:30 p.m. ET at the...
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I used to think that I did a pretty good job of keeping up with professional requirements. However, after reading the Academy’s “Professionalism for the Solo Actuary,” I was shocked and dismayed to learn that I may be on the lazy train to ABCD-ville. This is not the actuary I dreamt of being as a...
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The Mid-Atlantic Pension Counseling Project (MAPCP) provides information, advice, and representation to retired workers and their family members seeking to access pension benefits. MAPCP helps workers and retirees track down pension information, determine whether they are entitled to benefits, and...
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The ASEA symposium was finally back in person this year. It was really great to see everyone and have a chance to reconnect after three years! It was reminder of the value of being at an in-person conference, where you have the chance to ask questions of the experts and to collaborate with peers...
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