News from NIPA.orgJuly 27, 2011

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 2012NAFE: Submit Your Presentation
by August 5
NAFE   


Position yourself as an industry leader by showcasing your expertise to the retirement plan industry at 2012 NIPA Annual Forum & Expo (NAFE).   

  

The 2012NAFE will be held April 29 - May 2, 2012 at The Cosmopolitan of Las Vegas, Nevada. NIPA's Call for Presentations is now open through Friday, August 5, 2011.    

   

Conference Overview: 

  • In 2011, NIPA attracted over 400 attendees and 39 vendors to the conference.
  • The NAFE usually offers 25 or more educational sessions and at least 3 general sessions.
  • Educational sessions are typically scheduled for an hour and fifteen minutes. Certain sessions may be selected by the NAFE Planning Committee to reoccur during the conference.
  • You may submit as many presentations for the 2012NAFE as you wish.
  • It is important that you provide ALL of the information requested on the online form as this information will be published on the NIPA website and printed program.
  • If you are selected as a speaker, you will receive reimbursement according to the approved NIPA Speaker Reimbursement Policy.  

If you have not already done so, please fill out the submission form to be considered for this opportunity. If you have any questions or need more information, please contact NIPA Headquarters at nipa@nipa.org or call (800) 999-NIPA.    

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  Don't Forget to Redeem Your July and August Members-only Gifts Gifts

 

Remember, these gifts are only available to members. Be sure to renew your membership online at www.nipa.org to continue to receive these exclusive benefits.  

 

 Members-only July Gift:  

Save 20% on all NIPA Certificate Programs! 

 

During the month of July, NIPA members will receive 20% savings on all NIPA certificate programs   

 

Advance your knowledge of pension administration and the retirement plan industry by earning continuing education credits with NIPA's five online certificate programs. Each program is designed to work around your schedule, giving you flexibility to choose the best time to study and complete the exams.  

 

 

Use promo code julygift when registering to receive this discount. Don't wait to enroll---- this special discount will only be available through July 31, 2011.

 

Members-only August Gift:
Attend this Live Webcast for Just $99:  

Participant Fee Disclosure Regulations

 

The August gift allows NIPA members to attend the August 11 live Webcast, Participant Fee Disclosure Regulations, for the special price of $99! That's a savings of more than $75 off the regular member rate. 

 

Virginia Krieger Sutton of Johnson & Dugan Insurance Services Corporation will present a thorough review of the final Participant Fee Disclosure Regulations as well as pointers for meeting the requirement. Gearing up for this requirement will be the focus of many firms in the TPA and investment industry as the regulations are effective January 1, 2012 for calendar year plans. Join us and hear:

  • An overview of the Final Rule
  • What plan-related information must be provided
  • Investment-related information required
  • Acceptable formats for disclosures
  • Suggestions for accumulating and distributing the data

This Webcast also provides the opportunity to earn two NIPA and two ERPA continuing education credits.

 

In order for NIPA members to automatically receive this one-time special discount, be sure to login before registering. Don't wait to register - this special discount will only be available through August 11, 2011.

 

For members that register, additional nonmembers within the same office can attend at $50 each. Be sure to indicate the number of attendees during registration. 

 

To register, click here and remember to login as a member. If you have any questions, please contact NIPA Headquarters at nipa@nipa.org or 800.999.NIPA (6472).

 
 

Want to earn continuing education credits for the complimentary June Webcast recording? Be sure to complete the quiz and submit the form to NIPA Headquarters by July 29 to receive credit.  

  

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   Will DC Plans Become Budget Battle Pawns?Article  

 

The Obama administration and Congress are currently wrestling with budget deficits exceeding $1 trillion and a debt ceiling way north of $10 trillion. Approximately 1/3 of federal spending is reportedly financed by borrowing rather than tax revenues. According to the congressional Joint Committee on Taxation, policy decisions in the form of tax deductions and other breaks, known as "tax expenditures," reduce federal tax revenue by about $1.1 trillion a year. According to a blog by David Wray available on the Web site psca.org, the treatment of contributions to retirement savings plan is about 10% of the total and is among the largest of these so-called "expenditures." 

 Click here to read the full article.    

 

 Reprinted with permission from 401(k) Advisor. 

 NIPA Congratulates Certificate Recipients Certificate   

 

Congratulations to the following certificate recipients from February-July:

 

Loan Administrator
Jennifer Armstrong, GF Pension Corporation
David Ewing, Pension Specialists, Inc.
Brian Toole, John Hancock

The Fundamentals of Qualified Plans
Donald Clay, Benefits Administrators
Bonnie Harris, Unified Trust Company
Deborah Shultz, Acuff & Associates
Natalie Valdez, Acuff & Associates
Margaret Zimnoski

Distribution Administrator
Gay Carpenter, Acuff & Associates
Donald Clay, Benefits Administrators
Jeremy Hykel, July Business Services
Melody Love, Pension Advisory Group
Beth Mosek, July Business Services
Nicole Mrazek, Means & Associates, LLC 

 

IRA Essentials 

Faith Hill, Plan Administrators, Inc.

 

 

For more information about NIPA's online certificate programs, click here.     

 

 

 In this Issuetop

2012NAFE: Submit Your Presentation by August 5 

 

Don't Forget to Redeem Your July and August Members-only Gifts 

 

Will DC Plans Become Budget Battle Pawns? 

 

NIPA Congratulates Certificate Recipients 

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Upcoming Webcasts

Participant Fee Disclosure Regulations
Thurs., August 11, 11:00 a.m. CDT
Virginia Krieger Sutton, Johnson & Dugan Insurance Services Corporation

Members are eligible to attend at $99!

Back to School on Cash Balance/DC Combo Designs
Tues., September 20, 11:00 a.m. CDT
Kevin Donovan, CPA, MSPA, Pinnacle Plan Design, LLC
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