|
NIPA 2013BMC Speakers Announced |
|
Registration is now open for the only conference focused on the business aspects of running your TPA firm.
is an exclusive opportunity to explore new ideas, strategies and best practices with industry thought-leaders on topics such as market trends, branding and standing out from the competition. New for 2013: the BMC now offers the opportunity to earn ERPA credits in addition to the NIPA CPE credits that have always been available! Sessions and speakers include:
- Market Trends, Issues and Opportunities for TPA Firms
Bob Wuelfing, R.G. Wuelfing & Associates and Ron L. Bush, APA, Brightwork Partners, LLC - Stand Out from the Crowd
Brandon Shea, RidgeWorth Investments - Creating a Presentation that Lasts
Brian Burkhart, Square Planet - Establishing Your Own Brand
Brian Burkhart, Square Planet - The Real Truth About Success
Garrison Wynn, Wynn Solutions - Coaching for Success
Rich Meiss, MBA, Meiss Education Institute - Legislative and Regulatory Update - What's New Out of Washington D.C.
Robert M. Kaplan, APA, ING
Mark your calendar and start planning now to attend NIPA's 2013BMC this January.
|
NIPA: Your One-Stop-Shop for CPE |
|
NIPA is the most cost-effective resource for continuing professional education for you and your staff. Maximize your professional development funds and start planning your budget today.
With year-round educational programs, NIPA provides various avenues for staying up-to-date on the latest information, legislation and trends in the retirement plan industry, including:
As an ERPA approved education sponsor, NIPA can help your employees earn ERPA credit to stay on top of industry standards.
Watch your mailbox for NIPA's 2013 Education Brochure or download the PDF now.
Questions? Contact NIPA Headquarters at 800.899.NIPA (6472).
|
Upcoming Webcasts |
|
As an approved ERPA sponsor, NIPA live webcasts are worth two NIPA and two ERPA CPE credits each.
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 24 for a valuable discussion of design options that will enhance your clients' retirement plans.
Plan Governance, Practices & Procedures Wednesday, November 14thEducate your clients, the plan sponsors, of their non-delegable duties, responsibilities and actions connected with starting and maintaining a qualified retirement plan and the management of plan assets, including management tools, practices and procedures to promote and facilitate compliance.
|
Join NIPA Today! |
| Become a member of NIPA to enjoy a variety member benefits and opportunities, including:
If you have any questions, or need more information about how to renew online, contact NIPA Headquarters at 800.999.NIPA (6472).
|
Finding Missing Participants without the IRS Letter-Forwarding Program |
|
Source: FYI� (For Your Information�) Buck Consultant's newsletter
The IRS issued Revenue Procedure 2012-35 to update its letter-forwarding program for humane purposes. The prior version, contained in Revenue Procedure 94-22, authorized the forwarding of letters from retirement plan administrators in an effort to locate missing participants or beneficiaries. The new procedure, which applies to letter-forwarding requests postmarked on or after August 31, 2012, does not authorize the forwarding of letters from retirement plan administrators to missing participants. Consequently, plan administrators will be limited to using private locator services or the Social Security letter-forwarding program in attempting to reach participants or beneficiaries that they cannot find.
Read the full article here. |
|
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.
|
|
|