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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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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 ... READ MORE
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... READ MORE
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 left by former Chief... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... 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
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... READ MORE
As I sit here writing this today, I realize it is 2 years to the day since my last day in the office. Now I can barely think about being in the office. What would my cats do? Who would retrieve all the packages? Then there’s the lunch planning, clothing planning, do I ever want to go back to... READ MORE
I’m not sure why anyone would be interested, but Alan asked me to write a brief update on my change from Summit to EGPS. After more than 25 years of building and running Summit, my partner Jeff Curl and I decided to sell Summit to EGPS last year. No, I haven’t retired! I’m working as Chief Actuary... READ MORE

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