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High-Impact Keynotes at 2013BMC
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will provide insight into the evolution and lifecycle of successful TPA business management. The 2013BMC is an exclusive opportunity for TPA business owners 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.
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, SquarePlanet - Establishing Your Own Brand
Brian Burkhart, SquarePlanet - 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
Register by December 5 to save $100!
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Stand Out from the Competition with APA/APR Designations
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Enroll in the November testing window by October 15
Enroll your employees in NIPA's APA/APR designation exams to improve day-to-day performance and stand out from the competition.
Learn more about NIPA's APA/APR designations, curriculum, exam equivalencies and group tuition in NIPA's 2013 Education Brochure and enroll today.
Calling all ERPAs! For retirement plan professionals who obtain the Enrolled Retirement Plan Agent (ERPA) designation, NIPA will automatically grant the APR designation upon joining NIPA - no insurance license or FINRA series 6, 7, 65, 66, 24 necessary! ERPA designees are also eligible to obtain the APA designation by taking a single open-book, comprehensive, online exam from their home or office.
Enroll in the November testing window.
Questions? Contact NIPA Headquarters at 800.899.NIPA (6472).
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Upcoming Webcasts
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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 & ProceduresWednesday, November 14, 2012
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.
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A Gift From NIPA: 50% off Certificate Courses
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Earn NIPA and ERPA CPE credits
Advance your industry knowledge and earn NIPA and ERPA CPE credits with NIPA's Online Certificate Courses, available for 50% off to NIPA members. NIPA's five online certificate courses work around your schedule, letting you choose the best time to study and complete the exams to advance your knowledge of pension administration. Each course is comprised of online content, a comprehensive exam and a certificate issue at the time of successful completion.
Don't wait - this discount will only be available through October 31! Join NIPA today to take advantage of this member benefit.
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Disclosures for Individual Brokerage Accounts
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By Fred Reish, Partner/Chair, Fiduciary Services, ERISA Team at Drinker Biddle & Reath LLP
In DOL Field Assistance Bulletin (FAB) 2012-02R, the Department of Labor explained the disclosures for individual brokerage accounts in participant-directed plans. I am concerned that many broker-dealers have not focused on these new "requirements". That is true for several reasons, including:
- So much money and energy have been devoted to complying with the plan disclosure requirements, that is, the 408(b)(2) disclosures.
Read the full article here.
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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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