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Retirement Plan Professionals Gather at 2012NAFE 
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The 2012 NIPA Annual Forum & Expo (2012NAFE) held at the luxurious The Cosmopolitan of Las Vegas, brought together more than 350 retirement plan professionals for four days of education, networking and fun. During the day, attendees participated in keynote and breakout sessions on a variety of current industry topics. Evening activities provided opportunities for attendees to network with peers and partners, including a Night on the Town to see the Broadway hit Jersey Boys. In addition, NIPA recognized George Romer, CPA, Principal, TR Paul, Inc. and E. Malcolm Thompson, FSA, President, Malcolm Thompson & Associates, with the NIPA Lifetime Achievement Award for their extraordinary contributions to the association and industry over the course of many years. Watch Thompson's acceptance speech. Thank you to everyone who attended and contributed to make the 2012NAFE a successful event. Plan to join us next year at the 2013NAFE, April 28-May 1, 2013 at The Cosmopolitan of Las Vegas.
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Make May Count With These Upcoming Webcasts
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Wednesday, May 16, 2012
A 403(b) plan is not a "set it and forget it" item. You need to think about day-to-day plan operation and features as well as IRS and ERISA requirements. Understand the importance of having your 403(b) plan document accurately capture your administration to keep your 403(b) plan running smoothly. We will also discuss what pending guidance to expect from the IRS.
While participants spend most of their time figuring out how much to contribute to their retirement plan or what to invest in, plan administrators and advisors need to understand the techniques of distributions to maximize retirement income. This session will cover the impact of the beneficiary and distribution strategies.
Wednesday, May 30, 2012
With the emphasis on sustainability and going "green," participant and governmental agency communications will be increasingly "in the clouds," and not on paper. This session will focus on guidance from the DOL, IRS and PBGC, as well as any SEC overlap. It will also clarify the electronic communication rules of each agency that must be followed.
View the full webcast schedule.
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A Gift From NIPA: Complimentary Webcast Recording
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This month, NIPA is offering a free 90-minute webcast recording called "Fee Disclosure" as a token of appreciation for your ongoing loyalty and support of the NIPA community.
This presentation is designed to help you turn 408b(2) into a market opportunity rather than a cost of doing business. Presenter Anthony L. Scialabba, Esq., Sills Cummis & Gross, explores the fundamental communication techniques of words, images, stories and questions. In combination, these tools can clarify the complicated, and help your clients better appreciate the value you provide.
Join NIPA or renew your membership to take advantage of monthly member gifts.
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Earn ERPA CPE at the 2012 ERPA Conference
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This one-of-a-kind program was developed based on topic suggestions from current and potential ERPAs with the goal of providing practical solutions to the issues they are currently facing. Speakers include industry experts who are also practicing ERPAs as well as local, regional and national government representatives from the Internal Revenue Service.
Earn up to 15 ERPA credits, including two ethics credits!
2012 ERPA Conference
June 7–8, 2012
Hyatt Regency Capitol Hill
Washington, D.C.
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When are AAMs Considered DIAs?
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By Fred Reish, Partner/Chair, Fiduciary Services ERISA Team at Drinker Biddle & Reath LLPThere is an emerging issue under both the participant and plan disclosure rules concerning the information that must be provided for asset allocation models (AAMs). It appears that some DOL officials are of the opinion that asset allocation models-at least under certain circumstances-are "designated investment alternatives" or DIAs. If AAMs are classified as DIAs, they are subject to disclosure requirements under both the plan and participant disclosure rules. As a practical matter, it may be impractical or even impossible for recordkeepers, broker-dealers and RIAs to provide that information. Read the full article.
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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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