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170 Matching News Items

1.  ASPPA and ACOPA Comment Letter to Actuarial Standards Board on Proposed Revision of ASOP No. 4, 'Measuring Pension Obligations and Determining Pension Plan Costs or Contributions' (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; ASPPA College of Pension Actuaries [ACOPA] Link to more items from this source
June 4, 2012
"[ASPPA and ACOPA] are concerned the proposed changes to ASOP 4 unilaterally and inappropriately expand the typical engagement between plan sponsors and actuaries, and would require calculations beyond the economic value such calculations would provide."
2.  The American Retirement Association: A New Name for an Expanding Mission
American Retirement Association [ARA] Link to more items from this source
Mar. 12, 2015
"For nearly half a century, the American Society of Pension Professionals and Actuaries (ASPPA) and its affiliated organizations have been working for America's retirement. As of today, it does so under a new name as broad and expansive as the members it represents: the American Retirement Association.... [T]he American Retirement Association is a nonprofit professional organization with two major goals: to educate all retirement plan and benefits professionals, and to create a framework of policy that gives every working American the ability to have a comfortable retirement.... The American Retirement Association is composed of four premier retirement industry associations: [1] the American Society of Pension Professionals & Actuaries (ASPPA); [2] the ASPPA College of Pension Actuaries (ACOPA) ; [3] the National Association of Plan Advisors (NAPA); and [4] the National Tax-deferred Savings Association (NTSA)"
3.  ASPPA and ACOPA Comment Letter to Actuarial Standards Board on Proposed Introductory Actuarial Standard of Practice (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; ASPPA College of Pension Actuaries [ACOPA] Link to more items from this source
June 4, 2012
"While the addition of the 'Terms of Construction' section may add clarity to the meaning of future ASOPs, the addition of the 'Terms of Construction' potentially changes the meaning of all existing ASOPs without providing actuaries an opportunity to comment on those changes. Because these terms were not explicitly defined previously in the ASOPs, an actuary during ASOP comment periods and then while applying the ASOPs would have read these terms using a common sense meaning instead of the meaning the Introductory ASOP currently assigns to them."
4.  ASPPA and ACOPA on Proposed Revisions Comment Letter to ASOP No. 27, 'Selection of Economic Assumptions for Measuring Pension Obligations' (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; ASPPA College of Pension Actuaries [ACOPA] Link to more items from this source
June 4, 2012
"Our comments are predicated on significant modification of the proposed changes to Introductory Actuarial Standard of Practice, most specifically on the definitions of 'must', 'should' and 'should consider.' ... We believe the guidance should be more specific on the nature and extent of a range of reasonable assumptions. Without that specificity, sections 3.5 and 3.6 are difficult if not impossible to implement."
5.  Text of Enrolled Actuaries Pension Examination EA-2, Segment F, Fall 2023 (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; Joint Board for the Enrollment of Actuaries [JBEA]; Society of Actuaries Link to more items from this source
Nov. 29, 2023
61 pages. Full text of Nov. 9, 2023 exam with answers, published online by IRS.
6.  Text of 2017 Enrolled Actuary Program Booklet: Basic (EA-1) Examination, Pension EA-2 (Segments L and F) Examinations (PDF)
Joint Board for the Enrollment of Actuaries [JBEA]; American Society of Pension Professionals & Actuaries [ASPPA]; Society of Actuaries Link to more items from this source
Aug. 11, 2017
35 pages. "The EA-1 examination ... covers the mathematics of compound interest and practical financial analysis and the mathematics of life contingencies and practical demographic analysis. The pension (EA-2) examination consists of two segments: The EA-2 (Segment L) law examination ... covers relevant pension laws ... as they affect pension actuarial practice.... The EA-2 (Segment F) examination ... covers the selection of actuarial assumptions and calculation of minimum required and maximum tax-deductible contributions under current pension law, along with the related actuarial mathematics." [Issued July 2017, for Nov. 2017 and May 2018 exams. Rev. July 27, 2017]
7.  Text of 2017 Enrolled Actuary Program Booklet: Basic (EA-1) Examination; Pension EA-2 (Segment L) Examination; and Pension EA-2 (Segment F) Examination (PDF)
Joint Board for the Enrollment of Actuaries [JBEA]; American Society of Pension Professionals & Actuaries [ASPPA]; Society of Actuaries Link to more items from this source
Feb. 8, 2017
35 pages. "The EA-1 examination ... covers the mathematics of compound interest and practical financial analysis and the mathematics of life contingencies and practical demographic analysis. The pension (EA-2) examination consists of two segments: The EA-2 (Segment L) law examination ... covers relevant pension laws ... as they affect pension actuarial practice.... The EA-2 (Segment F) examination ... covers the selection of actuarial assumptions and calculation of minimum required and maximum tax-deductible contributions under current pension law, along with the related actuarial mathematics." [Issued Jan. 2017, for May and November, 2017, exams; rev. Feb. 2, 2017]
8.  Enrolled Actuaries Pension Examination Program Booklet (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; Joint Board for the Enrollment of Actuaries [JBEA]; Society of Actuaries Link to more items from this source
July 28, 2023
35 Pages, Rev .Jul. 10, 2023. Syllabus for November 2023 Pension EA-2 (Segment F) Examination; May 2024 Basic (EA-1) Examination; and May 2024 Pension EA-2 (Segment L) Examination.  
9.  Enrolled Actuary Program Booklet: Basic (EA-1) Examination, Pension EA-2 (Segments L and F) Examinations (PDF)
Joint Board for the Enrollment of Actuaries [JBEA]; American Society of Pension Professionals & Actuaries [ASPPA]; Society of Actuaries Link to more items from this source
Feb. 6, 2023
35 pages. "The EA-1 examination ... covers the mathematics of compound interest and practical financial analysis and the mathematics of life contingencies and practical demographic analysis. The pension (EA-2) examination consists of two segments: The EA-2 (Segment L) law examination ... covers relevant pension laws ... as they affect pension actuarial practice.... The EA-2 (Segment F) examination ... covers the selection of actuarial assumptions and calculation of minimum required and maximum tax-deductible contributions under current pension law, along with the related actuarial mathematics." [Issued Jan. 2023 for May 2023 and Nov. 2023 exams. Rev. Jan. 24, 2023]
10.  Text of Enrolled Actuaries Pension Examination EA-1, Spring 2022 (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; Joint Board for the Enrollment of Actuaries [JBEA]; Society of Actuaries Link to more items from this source
June 1, 2022
36 pages. Full text of May 12, 2022 exam with answers, published online by IRS.
11.  Text of Enrolled Actuaries Pension Examination EA-1, Spring 2021 (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; Joint Board for the Enrollment of Actuaries [JBEA]; Society of Actuaries Link to more items from this source
June 13, 2021
33 pages. Full text of May 12, 2021 exam with answers, published online by IRS.
12.  Text of Enrolled Actuaries Pension Examination EA-2, Segment L, Spring 2019 (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; Joint Board for the Enrollment of Actuaries [JBEA]; Society of Actuaries Link to more items from this source
Aug. 27, 2019
91 pages. Full text of May 7, 2019, exam with answers, published online by IRS.
13.  Text of Enrolled Actuaries Pension Examination EA-1, Spring 2019 (PDF)
Joint Board for the Enrollment of Actuaries [JBEA]; American Society of Pension Professionals & Actuaries [ASPPA]; Society of Actuaries Link to more items from this source
Aug. 27, 2019
72 pages. Full text of May 7, 2019 exam with answers, published online by IRS.
14.  Text of Enrolled Actuaries Pension Examination EA-2, Segment F, Fall 2017 (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; Joint Board for the Enrollment of Actuaries [JBEA]; Society of Actuaries Link to more items from this source
Dec. 10, 2017
111 pages. Full text of Nov. 7, 2017 exam with answers, published online by IRS.
15.  Text of Enrolled Actuaries Pension Examination EA-2, Segment L, May 2017 (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; Joint Board for the Enrollment of Actuaries [JBEA]; Society of Actuaries Link to more items from this source
July 25, 2017
95 pages. Complete text of exam dated May 2, 2017, with answers, published online by IRS.
16.  Text of Enrolled Actuaries Pension Examination EA-2, Segment F, Fall 2016 (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; Joint Board for the Enrollment of Actuaries [JBEA]; Society of Actuaries Link to more items from this source
Nov. 29, 2016
108 pages. Complete text of exam dated Nov. 8, 2016, with answers, published online by IRS.
17.  Text of Enrolled Actuaries Pension Examination EA-2, Segment L, Spring 2016 (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; Joint Board for the Enrollment of Actuaries [JBEA]; Society of Actuaries Link to more items from this source
May 31, 2016
93 pages. Complete text of exam dated May 10, 2016, with answers, published online by IRS.
18.  Text of Enrolled Actuaries Pension Examination Segment L, Spring 2015 (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; Joint Board for the Enrollment of Actuaries [JBEA]; Society of Actuaries Link to more items from this source
May 27, 2015
97 pages. Complete text of exam dated May 5, 2015, with answers, published online by IRS.
19.  Text of Enrolled Actuaries Pension Examination EA-2, Segment L (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; Joint Board for the Enrollment of Actuaries; Society of Actuaries Link to more items from this source
June 12, 2013
Text of questions and answers from the May 2013 exam.
20.  Enrolled Actuaries Pension Examination Program Booklet (PDF)
American Society of Pension Professionals & Actuaries [ASPPA]; Joint Board for the Enrollment of Actuaries [JBEA]; Society of Actuaries Link to more items from this source
Aug. 17, 2022
35 pages. Syllabus for November 2022 Pension EA-2 (Segment F); May 2023 Basic (EA-1); and May 2023 Pension EA-2 (Segment L) examinations. Rev. July 25, 2022.
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