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February 6, 2013
In This Issue

NIPA WebcastsWebcasts
In this struggling economy, providing continuing education opportunities for your staff at a cost-effective rate is more important than ever before.

That's why we're excited to announce a new $99 member rate* for all NIPA live and recorded webcasts! This new reduced rate will allow even more staff to attend additional webcasts throughout the year on the most critical information needed to keep your company performing at its best.

Check out this upcoming February webcast, offering 2 ERPA and 2 NIPA CPE credits:

Safe Harbor 401(k) Plans - An Advanced Look

Tuesday, February 19, 2013
11:00 a.m. - 12:40 p.m. CT
 

A safe harbor design offers invaluable benefits to plan sponsors seeking a simple solution to satisfy their 401(k) plans' nondiscrimination requirements. Although the basics may be simple, operating the safe harbor plan may prove difficult if the plan sponsor isn't careful. In this advanced webcast, Karen Smith will briefly review the basics of contribution options, timing of contributions and employee notification. Then, she will explore deeper the intricacies of safe harbor plans, including:

 

  • Plan document set up;
  • Considerations with the ACP Safe Harbor;
  • Avoiding the ACP test;
  • Creative plan designs: top heavy exemption, cross testing, maximizing the match;
  • Permissible mid-year amendments; and
  • Stopping a safe harbor: either suspending the contribution or terminating the plan.

 

Register now at the new $99 member rate! 

 

*Non-members can register at a new $199 non-member rate. 

 

Save $150 on 2013NAFE RegistrationGift
 

NIPA is extending an additional $50 discount on 2013NAFE registration - that's $150 savings off the regular rate! Be sure to register by February 28, 2013. Join now to take advantage of this members-only offer.


The 2013 NIPA Annaul Forum & Expo is an event dedicated exclusively to retirement plan professionals. This four-day event provides timely information on all aspects of the retirement plan industry including the impact of recent or forthcoming legislation, industry trends and practical tools to provide enhanced support to your organization, and discover innovative solutions to help you strengthen your business.

 

In order for NIPA members to receive this limited time $150 registration discount, be sure to login before registering. NAFE in-person rates automatically reflect $100 discount upon member login. Join now to receive the additional $50 off the listed price. Register today!

 

New in 2013!

This year NIPA is offering the 2013NAFE Virtual Conference. Now more of your staff members can benefit from live education sessions!

 

 

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

 

TPA Business Owners Gather at 2013BMCBMC
The 2013 Business Management Conference (BMC), held on January 12-14 at the Sanctuary on Camelback Mountain in Scottsdale, brought together nearly 100 TPA business owners for three days of education, networking and fun!
   
During the day, attendees participated in six keynote sessions on topics such as maximizing productivity, building business relationships, the do's and don'ts of a healthy business and more. Evening activities provided opportunities for attendees to network with peers and partners as everyone enjoyed the Scottsdale evenings. 
  
Thank you to everyone who attended to make the 2013BMC a successful event. Plan to join us next year at the 2014BMC January 11-13, 2014 at the Sanctuary on Camelback Mountain in Scottsdale, AZ. 
  
Enroll in the Upcoming APA/APR Designation ExamsAPAAPR
Enroll in NIPA's Accredited Pension Administrator (APA) or Accredited Pension Representative (APR) designation exams by April 30 to secure your testing location.
  
As a TPA business owner, your clients are relying on you to administer their plans and keep them in compliance with endlessly changing laws, regulations and filings. NIPA's best-in-class APA and APR designations ensure your staff has the expertise required to do their daily jobs - and set your firm apart from the competition.
  • APA Designation - earned by the successful completion of four self-study courses and examinations covering all aspects of plan administration
  • APA APR EducationAPR Designation - earned by the successful completion of two self-study courses and examinations covering the fundamentals of retirement plans with an emphasis on defined contribution plans and investment philosophy 

Calling All ERPAs!

ERPAs automatically qualify for the APR upon joining NIPA, and are eligible to obtain the APA by taking a single open-book comprehensive exam.

 

Don't wait to become a APA or APR! Enroll in an exam today!

 

ArticlePlans with Only Brokerage Accounts
By Fred Reish, Partner/Chair, Fiduciary Services, ERISA Team at Drinker Biddle & Reath LLP

 

On July 30, the DOL reissued its Field Assistant Bulletin (FAB) concerning participant disclosures. The FAB was reissued because of the controversy about the DOL's position on individual brokerage accounts.   

 

The new FAB deletes the old, and controversial, Q&A 30 and replaces it with a new Q&A 39.

 

Read the full article  

Calendar of Events
February 19, 2013
 
March 14, 2013
  
  
  
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
[email protected] | www.nipa.org
Copyright � 2013. All Rights Reserved.