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September 26, 2012
In This Issue

NIPA 2013BMC Speakers Announced BMC 
Registration is now open for the only conference focused on the business aspects of running your TPA firm.
 
2013BMC_Vertical
NIPA's 2013 Business Management Conference (BMC), January 12-14, 2013,
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. 

 
Register_New 

NIPA: Your One-Stop-Shop for CPEeducation
 
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 Webcastswebcasts
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 14th

Educate 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! renew
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 editorial

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.

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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