Still Time to Register for 2012NAFE in Las Vegas! 
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Have you reserved your spot for the 2012 NIPA Annual Forum & Expo (2012NAFE), April 29-May at our new location, The Cosmopolitan of Las Vegas? With only 10 days remaining until kick-off, we don't want you to miss this unique opportunity to experience four days of industry education, networking and professional development! Preview the 2012NAFE Advance Program for full event information or visit the NAFE website.
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Earn CE Credits with Upcoming Webcasts
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Thursday, April 26, 2012 Preparing for a plan's financial statement audit should be more than just handing over a copy of the annual reporting package. The plan sponsor (your mutual client) may need assistance in gathering the information or documents that the auditor is requesting. Being well prepared before the commencement of the audit is the best way to contribute to a smooth and efficient audit experience. Register today!NEW! Ethics in Employee Benefits Wednesday, May 9, 2012 What does it mean for a retirement plan professional to act ethically? TPAs and advisors need to seriously consider this question in light of the roles they fill. Being ethical is not the result of reading about ethics or even attending an ethics seminar. Ethics involves making the right decisions every day, in every context, based on an ethical standard of conduct. While it seems obvious to avoid conduct that is dishonest, deceitful or fraudulent, sometimes we find ourselves in circumstances that are not so clear cut, and "doing the right thing" is difficult to determine.Register today! View the full webcast schedule.
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APA/APR Enrollment Available for May
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Hold an ERPA designation? You may qualify for the APR or APA designation! Learn more.
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A Gift from NIPA: 50% Off Certificate Programs
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The Latest Q&As for TPAs
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Q: Can an employer sponsor a 412(e)(3) plan and SEP Plan in the same year? If yes, is the limit on the SEP 6%?
A: Yes, and yes (§§404(a)(7)(D); 404(h)(3)). Note that the SEP cannot use the IRS model Form 5305-SEP as its document. Q: Can an employee in a C corp. make a deferral from their 2011 W2 pay after the end of year? A: Only if the plan document specifically provides for this, and the deferral is deposited to the plan within 2 1/2 months following the plan year end. The deferral must come from amounts that have not yet been paid to the participant. (§1.401(k)-2(a)(4)(i)(B)(2)). Q: Can pay issued 2012 be considered as 2011 pay and a deferral deducted from that pay? A client said that they contacted IRS and were told that this could be done. A: Only if the amount paid in 2012 is for 2011, and the requirements stated above are met. More Q&As for TPAsTAG 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, click here. TAG is part of Wolters Kluwer Law & Business, which includes CCH, Aspen Publishers, and FTWilliam.com.
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Experience NIPA for Free!
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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.
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