News from NIPA.orgJanuary 25, 2012

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Registration is Open:
2012 NIPA Annual Forum & Expo
NAFE
New Location! The Cosmopolitan of Las Vegas

  

Registration is now open for the 2012 NIPA Annual Forum & Expo (2012NAFE) taking place April 29-May 2 at our new location, The Cosmopolitan of Las Vegas! Register by March 23, 2012 and save $100.

This four-day event provides timely information on all aspects of the retirement plan industry including the impact of recent or forthcoming legislation, industry trends and practical tools to help you advance your pension administration knowledge.   
  • Education - More than 25 education sessions focused on the most pressing issues you face each day, including:
    • Participant Fee Disclosure and Investment Basics 
    • Ethics in Employee Benefits 
    • Multiple Employer Plans (MEPs) - How Do They Work and When Do They Work?
    • Digital Signatures and the New Age of Communications 
  • Knowledge-sharing -  Leading industry experts and representatives sharing comprehensive knowledge of the latest trends, challenges and achievements  
  • Expo Hall - More than 50 leading industry vendors
    displaying the latest innovations in the marketplace  
  • Networking - Social events giving you dedicated time to interact with fellow retirement plan practitioners  
  • Continuing Education Credits---- Earn up to 21 continuing education credits from NIPA, CFP Board, JBEA, NASBA and ERPA CPE  
  • Scheduled face-to-face time to hear the latest solutions from industry vendors 
Remember, you will save $100 when you register by March 23, 2012!  

Accommodations at The Cosmopolitan of Las Vegas
Contact The Cosmopolitan of Las Vegas directly at 855.435.0005 for reservations and information regarding the hotel or book online here. Mention group code SNIPA2 for phone reservations to receive the special rate of $140 per night.

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TPA Business Owners Gather at 2012BMC BMC
The 2012 Business Management Conference (BMC), held at the Sanctuary on Camelback Mountain in Scottsdale, brought together nearly 100 TPA business owners for three days of education, networking and fun! During the day, attendees participated in six keynote sessions on topics such as maximizing productivity, building business relationships, the do's and don'ts of a healthy business and more. Evening activities provided opportunities for attendees to network with peers and partners as everyone enjoyed the warm Scottsdale evenings. This year's event also featured record participation from our sponsors 

Thank you to everyone who attended to make the 2012BMC a successful event. Plan to join us next year at the 2013BMC January 12-14, 2013 at the Sanctuary on Camelback Mountain in Scottsdale, AZ.

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NIPA Community Corner SpotlightSpotlight
Charles J. Rosenberg, Vice President, Intac Actuarial Services

  

NIPA is committed to celebrating our members. We recently visited with Charles J. Rosenberg, Vice President, Intac Actuarial Services.    

 

How and when did you get involved with NIPA?
I've been involved with NIPA since about 2001. I used to be involved in the ASPPA BLC group which dissipated, and a number of us in the group decided to join NIPA.    

 

What trends/developments are you noticing in the industry?  
Practitioners are trying to become more efficient to increase revenues. 

 

How has NIPA helped you personally and helped your business grow and be more competitive?
I have gained a lot from the Business Management Conference (BMC). Every year I am able to return to my office and implement 3-5 good ideas that help us to smartly grow our business.   

 

To read more about Charles, click here

  

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The Latest Q&As for TPAsQA

  

Q: A 457(b) plan document allows for distributions in the form of 10 year installments or a lump sum. If the participant dies before receiving 10 years of payments, the beneficiary would continue receiving those installment payments under the document. The question has arisen as to whether the beneficiary could elect a lump sum in lieu of continuing installment payments.     

 

I believe 457(b) plans are now subject to 401(a)(9) in the same manner as 401(k) plans and the additional death benefit rules under 457(d)(2) no longer apply. Is this correct?

A: Yes, that is correct.      

 

Q: If so, then the regulations would allow the beneficiary to choose a lump sum in lieu of the remaining installments and it would just be a situation where the client/ document may opt to be more restrictive.   

 

A: Yes; the regulations allow a beneficiary to elect a lump sum. The plan document can be more restrictive. 

 

For more Q&As for TPAs, click here.   

 

TAG is a technical support service that offers answers to pension questions via e-mail. TAG subscribers have access to an extensive Web site with a full array of links to primary source materials, a database of over 4,000 FAQs asked by pension professionals, tools and much more. Subscribers also receive daily updates on breaking news in the industry. For more information about TAG, go to: http://www.tagdata.com. TAG is part of Wolters Kluwer Law & Business, which includes CCH, Aspen Publishers, and FTWilliam.com. 

  

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In this Issuetop

Registration is Open: 2012 NIPA Annual Forum & Expo   

 

TPA Business Owners Gather at 2012BMC 

 

NIPA Community Corner Spotlight 

 

The Latest Q&As for TPAs  

 

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