Membership       Education       Designations       Conferences       Community       TPA Owner Resources

December 5, 2012
In This Issue

BMC2013BMC: Register by December 14 to Save $100
 
Register by December 14 to save $100 off the regular registration rate for NIPA's 2013 Business Management Conference (BMC), January 12-14 in Scottsdale, AZ.
 

 

NIPA's 2013BMC 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

 

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
!

Register_New  
BMCwebcastJoin NIPA for the 2013BMC Webcast
Join us for a 2013 NIPA Business Management Conference (2013BMC) live webcast on Friday, December 14 from 10:00 a.m. - 11:00 a.m. CST.

2013BMC Chair Joe Burt will share session highlights, provide an inside scoop on the event and will be able to answer any questions you may have about the BMC. In addition, BMC speaker Garrison Wynn will give a preview of his session, The Real Truth About Success.

We encourage you to join the webcast and begin to make plans that will provide you with tips for a successful conference experience.

Register Today

WebcastGiftNeed Year-end ERPA Credits? Earn Up to 6 ERPA and NIPA Credits for $175
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 today to take advantage of this member benefit. 
 

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

 

*This offer is valid through December 31, 2012 and may only be redeemed once per member. 

 

 

WebcastsUpcoming Webcasts
As an approved ERPA sponsor, NIPA live webcasts are worth two NIPA and two ERPA CPE credits each. 
 
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!

Keeping Current - Washington Update
Thursday, December 13, 2012

What's going on in Washington, D.C. in the aftermath of the elections? What do we expect pension reform to look like and what can we do to affect Congress' views? What's the current status of the fee litigation, as well as other trends in the courts? Finish up 2012 with an entertaining overview of what happened this year with regard to retirement plans in legislation, regulation and litigation.
Register Today!
 
articleParticipant Disclosures About Brokerage Accounts
By Fred Reish, Partner/Chair, Fiduciary Services, ERISA Team at Drinker Biddle & Reath LLP

The DOL's 404a-5 regulation places a fiduciary obligation on plan sponsors-in their roles as ERISA plan administrators-to make certain disclosures to participants. In the rush to comply with the 408(b)(2) disclosures, some broker-dealers may have overlooked the participant disclosure guidance about brokerage accounts in Field Assistance Bulletin (FAB) 2012-02.

While the legal obligation is imposed on plan sponsors, the obligation will, as a practical matter, be on broker-dealers, since plan sponsors do not have the information or capability of making these disclosures. As a result, they will turn to their broker-dealers to satisfy the compliance requirements.

Read the full article

 

Calendar of Events

TPA Business Owner Resources

401(k) Sales Champion Workshop 

 

Errors & Omission (E&O) Insurance  

 

More TPA Business Owner Resources 

National Institute of Pension Administrators
330 N. Wabash Avenue, Suite 2000 | Chicago, IL 60611-4267 | P: 800.999.NIPA (6472) | F: 312.673.6609
nipa@nipa.org | www.nipa.org
Copyright © 2012. All Rights Reserved.