Join NIPA Today! 
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| Join NIPA today to enjoy the following NIPA member benefits and opportunities for a full year:
If you have any questions, or need more information about how to renew online, contact NIPA Headquarters at 800.999.NIPA (6472).
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NIPA Announces 2012-2013 Officers and Directors
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| NIPA is pleased to announce the 2012-2013 officers and new board members.
President
Ralph DelSesto, APR, is Vice President of TPA Distribution & Support Strategy for the 401(k) and 403(b) markets at ING, and entered the role as President of NIPA's board of directors on July 1, 2012. With nearly 20 years of experience in the retirement plan industry, DelSesto has held various positions at ING that plan management, information technology, and sales & marketing. He holds a bachelor's degree in marketing and finance from CCSU, a Series 6 and 26 registrations with FINRA and various industry related designations. DelSesto is located in Windsor, Conn.
President-Elect
Kristine Creighton, APA, QKA, QPA, ERPA will serve as NIPA's President-Elect for the 2012-2013 term. Creighton is the owner of Pension Plan Services, Inc., an independent third-party administration firm providing plan design, documents, recordkeeping, and administration for Employer Retirement plans, specifically for the small business employer. Creighton is based out of West Des Moines, Iowa.
Chief Financial Officer
Ann Slotwinski, APR, will serve as Chief Financial Officer. Slotwinski serves as Assistant Vice President of TPA Services for John Hancock Financial Services and has over 25 years of experience in the group insurance and pension industry, with a background in various functions for both U.S. and Canadian business. Slotwinski is based out of Boston.
Immediate Past President
James B. Eberhardt, APA, President, Pension Services Corporation, will remain on the Board of Director's as Immediate Past President. In his current role, Eberhardt serves as President of Pension Services Corporation, where his primary expertise resides in Qualified Plan Administration with extensive knowledge in Group Medical Insurance, Key Employee Coverage, Non-Qualified deferred compensation and investment consulting. Eberhardt has more than 30 years in the retirement plan industry. Eberhardt is based out of Pasadena, Calif.
Executive Committee Member-at-Large
Patrick M. Shelton, GBA, is the Managing Member in Benefit Plans Plus, L.L.C and will serve on the executive committee for the 2012-2013 term. He has more than 20 years of retirement plan industry experience and is responsible for executing the firm's business plan and over-all business development. In addition, he specializes in financial advisor relations, including 401k sales prospecting presentations, vendor searches and fiduciary consulting. Shelton is based out of St. Louis.
DirectorsMichael B. Stuber, QPA, ERPA, joins the board for the 2012-2013 term and will serve a three-year term. Stuber is Director of Pension Operations at Primark Benefits and has more than 25 years of experience in qualified pension plan consultation. Stuber provides complete administration, compliance and consulting services for all types of employee benefit plans. He is based in Burlingame, Calif.
NIPA Board of Directors also consists of Lynn Banziruk, APA, RPA, The Hartford, Simsbury, Conn., Robert Chin, Abacus Benefit Consultants, Inc., Cranston, R.I., Theresa Conti, APR, QKA, Sunwest Pensions, Tempe, Ariz., Darren Holsey, APA, QKA, Premier Retirement Services, Inc., Wilsonville, Ore., Michelle Marsh, QKA, Retirement Plan Concepts & Services, Fort Wayne, Ind. and Marc M. Roberts, Associated Pension Consultants, Sacramento, Calif.
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Upcoming Webcasts
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Tuesday, August 14, 2012
Having plan years that end other than December 31 can be helpful in spreading out the workload. However, have you considered all of the issues that a fiscal plan year brings with it? This webcast will help you recognize and understand how to handle these issues for fiscal year plans.
Register today!Creditor Protection of Retirement AssetsWednesday, September 12, 2012Clients frequently ask questions regarding the "safety" of funds held in a qualified retirement plan. This session will review the asset protection features and potential weaknesses of tax qualified retirement plans and IRAs. Register today!RMDs for a DBThursday, September 20, 2012Explore the trials and tribulations of required minimum distributions in defined benefit plans, including the many complexities of the calculations and subsequent distribution. Register today!View the full webcast schedule.
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Advance Your Business with NIPA TPA Business Owner Resources
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NIPA is dedicated to providing resources to help TPA business owners become more effective and profitable in growing their business and successfully navigating through the firm's life cycle. Maximize efficiency and improve bottom-line results with these TPA business owner resources from NIPA. Receive Quality Coverage and Discounts on Errors & Omissions InsuranceQualify for a 5% annual credit on your premium when you purchase E&O insurance through the NIPA program. If your E&O insurance is $12,000 per year, your 5% credit back will be $600. This benefit alone will pay for your annual membership as a NIPA Business Owner!
Save time and gain valuable industry knowledge with Quarterly Qualified Plan Updates. Your subscription includes a brief, customizable written summary in newsletter format to share with clients and prospects and a recorded webcast featuring unbiased commentary on the latest industry updates each quarter.
An online, 401(k) sales and service training program for financial advisors that will allow your company to grow referrals and improve client services. Only available through NIPA!
Learn more about NIPA's TPA Business Owner Resources.
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A Gift From NIPA: 50% Off Online Certificate Courses
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NIPA offers five online certificate courses that work around your schedule. Each course is comprised of online content, a comprehensive exam and a certificate issued at the time of successful completion.
In addition, as an approved ERPA sponsor, each NIPA certificate course is eligible for NIPA and ERPA CPE credits.
Don't wait - this discount will only be available through July 31!
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Can You Hear Me Now? Summary Plan Description and Summary of Material Modifications
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By Chris Ciminera, Belfint, Lyons & ShumanI think back to the cell phone commercial with the Verizon spokesman with his black glasses and hand to his head as a parallel for retirement plan communications. Creating a plan or changing provisions without employees knowing about it doesn't create good "coverage" for plan sponsors. In fact, the Employee Retirement Income Security Act (ERISA) requires that plan sponsors communicate to participants facts regarding the plan. Luckily, I can say that it appears that most plan sponsors understand that required communications to participants are needed, even if the communications don't always "get through." These communications include a Summary Plan Description (SPD), which is a summary of the plan provisions in an easily understandable format. Although plan sponsors understand that an SPD needs to be provided, there are some areas where they get confused. Specifically, when to provide this required communication and how to communicate plan amendments are common questions.
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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