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September 12, 2012
In This Issue

Register Now for NIPA's 2013 Business Management ConferenceRegister
Registration is now open for the only conference focused on the business aspects of running your TPA firm.

NIPA's 2013 Business Management Conference (BMC), January 12-14, 2013, will provide insight into the evolution and lifecycle of successful TPA business management. Featuring high-impact keynotes 2013BMC_Verticaland peer-to-peer knowledge exchange, this one-of-a-kind event is an open forum for TPA business owners. 2013BMC is an exclusive opportunity to explore groundbreaking industry trends as well as discuss the challenges affecting your business and day-to-day work.

The 2013BMC will allow you to:
  • Network with fellow TPA business owners from around the country
  • Learn new ideas, strategies and best practices from industry thought-leaders
  • Identify ways to effectively drive growth and maximize efficiency within your firm  

Mark your calendar and start planning now to attend NIPA's 2013BMC this January. 


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Join NIPA Today to Receive Exclusive Industry BenefitsRenew
NIPA accepts membership year-round. If you haven't already, be sure to join online to receive NIPA benefits and opportunities, including:
If you have any questions, or need more information about how to join online, contact NIPA Headquarters at 800.999.NIPA (6472). 

As an approved ERPA sponsor, NIPA live webcasts are worth two NIPA and two ERPA CPE credits each.

RMDs for a DB
Wednesday, September 26, 2012

Explore the trials and tribulations of required minimum distributions in defined benefit plans, including the many complexities of the calculations and subsequent distribution.


Plan Design Considerations for 2013

Wednesday, October 24, 2012

With 2012 quickly coming to a close and the New Year just around the corner, now is the time to think about plan designs for the 2013 plan year. Join Aimee Nash and Christian Hofstadter on October 24th for a valuable discussion of design options that will enhance your clients' retirement plans.
Register today!

View the full webcast schedule.

A Gift From NIPA: $99 Live WebcastGift
Only available through September 30

Register for the live webcast, Plan Designation Consideration for 2013, taking place on Wednesday, October 24 for the special rate of $99! That's a savings of $76 off the member rate! To take advantage of this special offer, join NIPA now.

With 2012 quickly coming to a close and the New Year just around the corner, now is the time to think about plan designs for the 2013 plan year. Join Aimee Nash and Christian Hofstadter of Wolters Kluwer for a valuable discussion of design options that will enhance your clients' retirement plans, including:
  • Adding safe harbor or auto enrollment features to 401(k) plans
  • Using early or dual eligibility provisions
  • Creative uses of matching contributions
  • Using cross-testing allocations
  • Maximizing forfeitures
  • Allocation condition considerations
  • Possible changes to the definitions of compensation
  • Timing of amendments and document type considerations
  • Required participant disclosures
  • Additional responsibilities required of the plan sponsor as a result of the amendment(s) 
If you have any questions, contact NIPA Headquarters at 800.999.NIPA (6472).

Information Request LettersEditorial
By Christopher J. Ciminera, Belfint, Lyons & Shuman, P.A.

The employee benefit plan audit season is in full gear now and, if not already started, your employee benefit plan audit is most likely around the corner. At our firm that means engagement letters and information request letters are being sent out in preparation for the audit. Having the right information ready in a timely fashion is imperative for a smooth and efficient audit. To help those plan sponsors that may be new to the audit process understand the extent of the audit procedures auditors will perform, as well as the extent to which their involvement will be necessary, the American Institute of Certified Public Accounts (AICPA) Employee Benefit Plan Audit Quality Center (EBPAQC) has a 403(b) Plan Resource Center which includes a 403(b) Sample Auditor Request List for Plan Information.

Read the full article here. 
 
Calendar of Events
TPA Business Owner Resources

401(k) Sales Champion Workshop

 

Quarterly Qualified Plan Update

 

Errors & Omission (E&O) Insurance 

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

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National Institute of Pension Administrators
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