News from NIPA.orgFebruary 22, 2012

nipalogo

2012NAFE_banner
Announcing the 2012NAFE Program Line-upNAFE2012 

  

Download the 2012 NIPA Annual Forum & Expo (2012NAFE) Advance Program or check your mailbox to preview the program details for the premier conference event for retirement plan professionals. And remember, you will save $100 when you register by March 23!

 

Held April 29-May 2 at our NEW LOCATION, The Cosmopolitan of Las Vegas, the 2012NAFE will present enriching, relevant education to help strengthen and expand your business.  

 

This four-day event features more than 25 education sessions focused on the most pressing issues you face each day, including: 

  • Participation Fee Disclosure and Investment Basics
  • Multiple Employer Plans (MEPs) - How Do They Work and When Do They Work?
  • Digital Signatures and the New Age of Communications   

NIPA Members
- Don't forget to redeem your February gift: an additional $50 discount* on 2012NAFE registration! Be sure to use promo code FEB2012GIFT to receive additional $50 off listed price. This discount expires February 29, 2012.

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).    

 

Register_New  


*Discount cannot be applied or combined with other offers. Valid for individual member registrations only; does not apply to employer discount program, guest registration or sponsor and exhibitor registration. Questions? Contact nipa@nipa.org

  

Return to top 

Complimentary Webcast:WorkshopWebcast
The 401(k) Sales Workshopİ:

Grow Plan Referrals from Financial Advisers

  

Join NIPA on February 28 from 1:00 p.m.-1:45 p.m. CST to experience a live online demonstration of the 401(k) Sales Champion Workshopİ, a unique, cost effective and memorable way to grow referrals and improve client service while strengthening relationships with your financial adviser partners.

Chris Barlow, Managing Director of KnowHow401(k), will take you on a tour of the workshop and explain how it can become a major component of your firm's plan to grow referrals from financial advisers. Chris will also take your questions during the webcast and share ideas as to how TPAs are planning to utilize the workshop in their territory.

The 401(k) Sales Champion Workshopİ was designed to increase the sales effectiveness of financial advisers already active in 401(k) and to help other advisers quickly become sales champions. By partnering with a local NIPA TPA, financial advisers also gain access to a tremendous resource for retirement plan technical expertise. Only a limited number of licenses are available.

To learn more about this exclusive program, only available from NIPA, click here.

This webcast is available for free to both NIPA members and nonmembers. 
Register_New 

Return to top 

APA_APR
Enroll in NIPA's APA/APR and Distinguish Yourself from the CompetitionAPRAPA

Registration for NIPA's Accredited Pension Administrator (APA) and Accredited Pension Representative (APR) designations is now available. Enroll by April 30 to complete your exams during the May testing window.

Earning one of NIPA's designations is definitely worth the investment of time and money. Not only will it give you a sense of personal accomplishment, but it will demonstrate your professional competency and commitment to the industry. You'll stand out from your peers, plus, you'll earn continuing education credits from NIPA, ERPA and the CFP Board upon completion.

NIPA makes earning your designation convenient and flexible APA/APR designation exams are administered online, making it easier and more convenient to schedule and complete your APA/APR exams. Plus, both the APA/APR Course 1 and the APA Course 3 are open-book and may be taken from home or work!

Don't miss this opportunity to strengthen your personal and professional value. Enroll in these designation programs and get instant return on your investment.

Take the first step in becoming an APA or APR. Enroll in an exam today!

Return to top 

IRS Changes Determination Letter Program Article
Reprinted with permission from 401(k) Advisor

  

The IRS determination letter program gives a plan sponsor the opportunity to have the IRS review the plan document and determine whether its terms satisfy the Code's applicable qualification rules. These applications have been available to both individually drafted and pre-approved documents (e.g., master/prototype and volume submitter documents). For years, the IRS has had difficulty with processing several hundred thousand of these determination requests every five years. That is all about to change under guidance in Announcement 2011-82. 

Read the full article here.
 
Reprinted with permission from 401(k) Advisor. 

Return to top 

In this Issuetop

Announcing the 2012NAFE Program Line-up 

 

Enroll in NIPA's APA/APR and Distinguish Yourself from the Competition  

 

Complimentary Webcast: The 401(k) Sales Champion Workshopİ: Grow Plan Referrals from Financial Advisers

 

IRS Changes Determination Letter Program 

 

Quick Links
Experience NIPA for Free! 

Spend a few minutes sharing the benefits of NIPA with a colleague, and invite them to join for 90 days for free with promo code TRIALMEMBER.  

Click here for more information about NIPA's 90-day trial membership!    


Follow NIPA on LinkedIn to stay connected 24/7! 

View our profile on LinkedIn
TPA_webbanner