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Complimentary Webcast 
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The 401(k) Sales Champion Workshop
Grow Plan Referrals from Financial Advisors
Join NIPA on November 15 from 1:00 p.m. - 2:00 p.m. CST for a complimentary live webcast that describes how NIPA TPA firms are using the 401(k) Sales Champion Workshopİ to grow referrals and improve client services while strengthening relationships with your financial adviser partners.
The 401(k) Sales Champion Workshopİ is a unique, cost effective tool to increase the sales effectiveness of financial advisers already active in 401(k) and to help other advisers quickly become sales champions. By partnering with a local NIPA TPA, financial advisers also gain access to a tremendous resource for retirement plan technical expertise.
Learn more about this exclusive program, only available from NIPA.
This webcast is available for free to both NIPA members and nonmembers, however registration is required.
Questions?
Contact NIPA Headquarters at 800.999.NIPA (6472).
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2013BMC: 8 ERPA Credits Available
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NIPA's 2013 Business Management Conference (BMC), January 12-14 in Scottsdale, AZ is an exclusive opportunity for TPA business owners to learn new ideas, strategies and best practices from key general sessions with industry thought leaders and share the foremost practices and strategies with fellow attendees at peer interaction sessions.
In addition to all of the valuable features and benefits that have always been available at NIPA's BMC, NIPA is excited to introduce a variety of new features for 2013.
Peer Interaction Sessions
In 2013, each general session speaker will be facilitating a peer interaction session following their presentation to give attendees the opportunity to dive deeper into each topic. In addition, a variety of industry topics will also be available for peer interaction sessions. Be sure to visit the BMC website
for peer interaction session availability.
Up to 8 ERPA Credits Available in 2013
NIPA's 2013BMC is a cost-effective opportunity to earn up to 8 ERPA CPE credits in addition to the 10 NIPA credits that have always been available!
Download the Advance Program for complete details on all the features and benefits available at NIPA's 2013BMC. Reserve your spot by December 14
and save $100!
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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.
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.
Register Today!
Creditor Protection of Retirement Assets
Tuesday, December 11, 2012
Attorney Richard Naegele will review the latest on the asset protection features and weaknesses of IRAs and tax-qualified retirement plans. He will discuss federal and state laws and the rules for bankruptcy protection.
Register Today!
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A Gift from NIPA: Earn Up to 6 ERPA and NIPA CPE Credits for $175
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Purchase three NIPA webcast recordings for the price of one!
Earn up to six ERPA and NIPA continuing education professional (CPE) credits in November and December when you purchase three NIPA webcast recordings at the special price of $175. That's a total savings of $350 off the member price!
Join NIPA now to receive this limited time offer!
If you have any questions, contact NIPA Headquarters at 800.999.NIPA (6472).
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403(b) Plan Annual Checklist
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| It is important to review the requirements for operating your 403(b) retirement plan annually. This checklist is a "quick tool" to help you keep your plan in compliance with many important tax rules.
Download the checklist.
Source: www.irs.gov |
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Effective November 26, 2012, our new address is:
National Institute of Pension Administrators
330 N. Wabash Avenue, 20th Floor
Chicago, IL 60611-4267
P: 800.999.NIPA (6472)
F: 312.673.6609
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