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 Alan Stone7/16/2018 • 0 Comments

Hello all – hope everyone is having a great Summer 2018. READ MORE

By Lynn Young, Andrew Forgrave7/16/2018 • 0 Comments

Remember the ASB’s request in July of 2014 for comments on the topic of ASOPs and Public Pension Plan Funding and Accounting? READ MORE

By Richard Kutikoff7/16/2018 • 0 Comments

Plan sponsors sometimes wonder what expenses can be paid from retirement plan assets and what expenses must be paid from business assets. The Department of Labor has provided some guidance to answer this question. READ MORE

By Karen Smith7/16/2018 • 0 Comments

I have been blessed to be part of a quickly growing TPA and actuarial firm. I love the energy and opportunities. However, growth does come with its own set of challenges. One of our biggest challenges has been hiring experienced administrators. READ MORE

By Alan Stone6/18/2018 • 0 Comments

Hello all – Sweet June has arrived and thus begin summer concerts, pool parties, vacation time and the inconsequential deadline of July 31 for my Form 5500s. To my clients: You are all going on extension! READ MORE

By Bill Karbon6/18/2018 • 0 Comments

ACOPA leadership was very active in Washington, DC from May 18-22. Leadership met with our new Executive Director, attended American Retirement Association (ARA) Government Affairs Executive Committee meetings, visited the Pension Benefit Guaranty Corporation (PBGC) and met with Senate and House Tax and Labor staffers. READ MORE

By John Markley6/18/2018 • 0 Comments

In May, ACOPA actuaries Tom Finnegan and Bill Karbon, our new Executive Director Marty Pippins and I participated in the Government Affairs Committee (GAC) weekend meetings in Washington. On Monday, May 21, we met with the PBGC and the IRS. READ MORE

By Mary Ann Rocco6/18/2018 • 0 Comments

PBGC has completely overhauled their missing participant program. The new rules are effective for plans that terminate on or after Jan. 1, 2018. READ MORE

By Andrew Forgrave6/18/2018 • 0 Comments

The ACOPA Actuarial Symposium is coming up! READ MORE

By ARA Staff6/18/2018 • 0 Comments

Nominations are now being accepted for American Retirement Association’s 2019 Board of Directors. READ MORE

By Alan Stone5/11/2018 • 0 Comments

Hello all – spring has finally sprung in New York, and my self-diagnosed Seasonal Affective Disorder has gone away. But with the nice weather, I have learned that my golf game is in shambles. It is not easy being a mathlete instead of an athlete. READ MORE

By Alan Stone5/11/2018 • 0 Comments

Recently I spoke with Martella A. Turner-Joseph, a partner at Joseph & Turner Consulting Actuaries, LLC in New York City. Martella chairs the Legislative Relations Committee (LRC), a subcommittee within the American Retirement Association’s Government Affairs Committee. READ MORE

By Joseph Nichols5/11/2018 • 0 Comments

This morning, as the thunderstorm approached, I was taking down hammocks from the metal swing set and reminded myself (yet again) that I do not have much common sense. Thank goodness I have math sense. Or do I? READ MORE

By Rick Block, Kevin Donovan5/11/2018 • 0 Comments

At this year’s Enrolled Actuaries meeting, we presented a session on “DC Plan Issues When Combined with DB Plans.” This session focused on what we considered to be issues that should be thought about when designing and operating DB/DC combos. Following are a few of our suggestions. READ MORE

By Lauren Okum5/11/2018 • 0 Comments

This article highlights the major differences between the Financial Accounting Standards Board's ASC 715 and International Accounting Standard 19, including a useful comparison chart. READ MORE

By Bill Karbon5/11/2018 • 0 Comments

ACOPA is going to establish a task force that will provide input to the Joint Select Committee on Solvency of Multiemployer Pension Plans. READ MORE

By Alan Stone4/10/2018 • 0 Comments

Hello all – I am sincerely honored to take over as Executive Editor of the ACOPA Monthly from Norm Levinrad. READ MORE

By Alan Stone4/10/2018 • 0 Comments

Recently I reached out to Annie (Voldman) Brown to see what she has been up to, as I hadn’t seen her as much on the listserv or at annual meetings. The result is my first “Catching Up with…” article. READ MORE

By Alan Stone4/10/2018 • 0 Comments

The inaugural “View from the Top” article features Jeff Wadle, an actuary at Greenspan & Associates, Inc. in California. Jeff is arguably the biggest contributor to the ACOPA listserv. Recently he was kind enough to answer some questions regarding his vast knowledge and how he goes about answering posted questions in such a comprehensive way. READ MORE

By Bill Karbon4/10/2018 • 0 Comments

Since education is so vital to ACOPA, I want to review the educational opportunities provided by ACOPA. We use multiple methods in attempting to meet this objective, including the listserv, conferences, exams, webcasts, periodicals and the ACOPA Monthly. READ MORE

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