Satellite Radio and 3(16) Services
Karen Smith offers her perspective on purchasing 3(16) services in an article that is a follow-up to “Is There a Market for 3(16) Plan Administrator Services?” the third in a three-part series of...
View ArticleFrom the Leadership Council
The week of Jan. 18, 2016, ACOPA members will have the opportunity to vote to approve the proposed amended Joint Discipline Council Agreement. You will be receiving an email with our formal...
View ArticleFrom the Leadership Council
On behalf of the ACOPA Leadership Council, here's our monthly update for members on some of ACOPA's activities.More...
View ArticleUsing Different Crediting Rates in a Cash Balance Plan
Listen in on a discussion between Karen Smith and Larry Deutsch about using different crediting rates for different groups of participants in a cash balance plan.More...
View ArticleUpdate on Discipline Process
Earlier this year, ACOPA members voted and approved the revised Joint Discipline Council (JDC) agreement with the other U.S.-based actuarial organizations. So, now we are working on getting the...
View ArticleACOPA Leadership Council Update
Earlier this month, ACOPA members were emailed information about two changes to the ACOPA Operating Principles (OP). In July, ACOPA members will have an opportunity to vote on these changes. I...
View ArticleFrom the Leadership Council
Judy Miller has written an excellent article about what the ACOPA LC has been up to, so I wanted to take this opportunity as my term as ACOPA President is beginning to wind down to make the case on a...
View ArticleAccrual Rule Refresher
For the 2017 ASPPA Annual Conference, I agreed to do the session on defined benefit topics that were not covered in other sessions. The description of the session indicated that one of the topics that...
View ArticleFly on the Wall
On Dec. 7, 2017, I attended an Actuarial Standards Board (ASB) meeting. I had never attended an ASB meeting and was curious. Revisions to pension ASOPs 27 and 35 were on the agenda. So, I notified the...
View ArticleWorking with Remote Employees
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...
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