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Earn CPE with NIPA: Save 30% on June Webcasts
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NIPA webcasts are worth two NIPA and two ERPA CPE credits each.
Use promo code MAYJUNESPECIAL to receive 30% off all NIPA live webcasts in June.
Tuesday, June 26, 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.
Register today!Distributions: Retirement Planning Thursday, June 28, 2012While 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. Register today!Participant Fee Disclosures and Investment BasicsWednesday, July 11, 2012While you are likely prepared to provide participants their new fee disclosures, do you know what you are handing out? In order to understand the disclosure, this webcast will first look into investments and structures generally found in retirement plans. What are the differences between mutual funds and sub-accounts; money market, table value guaranteed income funds. Do you understand what the quarterly comparison chart is trying to illustrate and what the Department of Labor wants illustrated? Register today!View the full webcast schedule.
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A Gift From NIPA: 2012NAFE Education Session Recording
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NIPA is pleased to present this month's members-only gift: a 2012 NIPA Annual Forum & Expo education session recording: What's New with DB Plans? presented by Norman Levinrad, CPC, FSPA, President, Summit Benefit & Actuarial Services, Inc.
To hear a review of the most recent IRS and Treasury guidance that affect DB plans, click here and follow the steps to complete the complimentary order. Once you have completed the complimentary order, please proceed using the instructions below.
- Go to akp.smithbucklin.com (no www.)
- Enter the following name and password
Name: NipaWebcast
Password: welcome
Don't wait - this recording will only be available through June 30!
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Questions to Create Additional Service Opportunities with Clients
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By Louise Belli, APA, Nathan Wechsler & Company, P.A.Our CPA firm services many tax clients, and we also offer Retirement Plan and Audit Services. We encourage on-going conversations with our clients to help create opportunities to provide additional services. Start by asking clients if they currently have a Profit Sharing, 401(k), or 403(b) Plan. If not, offer to provide free plan illustrations and ideas. Point out the tax advantages and benefits to offering a retirement plan. Are you satisfied with your current plan investments and/or service provider/record-keeper/advisor? Have they compared services vs. fees paid, are the plan investments being reviewed, does their current service provider prepare their Form 5500, and provide e-filing services, 1099Rs for plan distributions? Clients may be doing some of these tasks themselves and would gladly hire your firm to take them over. 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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