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Where are you from/where do you live now?
Dallas/Georgia.
What was your first job in the field?
Coopers & Lybrand in Chicago.
Favorite actuarial moment?
Receiving my FSPA.
Volunteer activities through the years?
Writing up information for 401(a)(26).
Any advice you’d give...
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In a big win for ACOPA and the lobbying efforts of its members, the Pension Benefit Guaranty Corporation (PBGC) is expected to finalize a proposal that would allow employers to request coverage determinations prior to establishment of a plan, as part of a new formal process where the PBGC would...
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I hope to see as many ACOPA members as possible at the Actuarial Symposium in Chicago on August 9 and 10. Chicago is a great location for an event in summer time – any free time can be spent outside! For the past several years, attendance has been increasing and we are hoping to improve over last...
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First the Labor Department announced a target for a fiduciary rule redo – and now the Securities and Exchange Commission has announced a review of its Regulation Best Interest.
The SEC has announced a meeting on June 5 where it “…will consider whether to adopt a new rule to establish a standard of...
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We won’t be bringing you an ASPPA Connect newsletter on Monday due to the observance of Memorial Day, but we would like to share some little-known facts related to the holiday.
Arlington National Cemetery is located in Arlington, VA on the estate that had belonged to Robert E. Lee and his wife,...
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Absolute security is never assured. But one can take steps to increase the odds in one’s favor, and that includes retirement plans and preparing for a financially secure retirement.
Jack VanDerhei, Research Director at the Employee Benefit Research Institute (EBRA), speaking at the recent Plan...
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The federal government’s updated Spring 2019 unified regulatory agenda sheds some light on prospects for the Department of Labor’s next steps on a fiduciary rule revamp.
The DOL’s updated regulatory agenda confirms that the agency has set a target date of December 2019 to issue a Notice of...
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UPDATED MAY 24 AT 9:30 A.M. ET
One of the most consequential pieces of retirement security legislation in more than a decade has been approved overwhelmingly by the U.S. House of Representatives.
In a May 23 House floor debate that featured much praise and few objections, the Setting Every...
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The fire and ice of dragons in winter – the stuff of mythology. But even the seemingly commonplace can incorporate a dash of mythology as well, as a speaker at the recent Plan Sponsor Council of America (PSCA) annual conference outlined – concerning, of all things, DC plans.
In “Defined...
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The House of Representatives is moving forward with its promise to approve the Setting Every Community Up for Retirement Enhancement (SECURE) Act during the month of May.
On May 21, the House approved on a party-line vote the so-called “rule” for the SECURE Act (H.R. 1994) – a key procedural...
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