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October 10, 2012
In This Issue

High-Impact Keynotes at 2013BMCBMCkeynotes  
2013BMC_Vertical
NIPA's 2013 Business Management Conference (BMC), January 12-14, 2013,
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!

 
Register_New 

Stand Out from the Competition with APA/APR DesignationsDesignations
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).

 

 

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 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.
 
A Gift From NIPA: 50% off Certificate CoursesOctGift
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.  

 

If you have any questions, contact NIPA Headquarters at 800.999.NIPA (6472).  

Disclosures for Individual Brokerage AccountsArticle

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.

 

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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