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March 6, 2013
In This Issue

Send Multiple Employees and Save!NAFE
Register your staff with NIPA's employer group discount and receive maximize savings! The first registered employee is $825 and each additional employee is $775.
  
To receive this discount, two or more employees from the same firm must register at the same time and pay all together in one check or credit card payment. Learn more about the NAFE Employer Group Discount!  

2013NAFE Email Header 

 

The 2013 NIPA Annual Forum & Expo is an event dedicated exclusively to retirement plan professionals. This four-day conference 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 innovative solutions to help you strengthen your business. Attend the in-person event to earn up to 21 NIPA and up to 20 ERPA CPE credits. 
 
New in 2013!
This year NIPA is offering the 2013NAFE Virtual Conference.
The virtual conference is a cost-e­ffective way for everyone to experience the event first-hand. And, you can earn up to 17 ERPA CPE credits and up to 18 NIPA CPE credits over the course of three days!

 

Register for NAFE by March 23 for the best rates!

 

Upcoming WebcastWebcasts

Remember NIPA has 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. Check out this upcoming March webcast, offering 2 ERPA and 2 NIPA CPE credits:


Automatic Enrollment - Is there Strength in Numbers?Thursday, March 14, 2013
11:00 a.m. - 12:40 p.m. CT
 
 

There is new hope that Americans will be better prepared for retirement, thanks to automatic enrollment features offered through employer-sponsored 401(k) plans. How do you as a consultant help plan sponsors recognize the success of automatic enrollment features in helping them address their plan-related goals and these features drive higher participation and deferral rates along with better investment performance? Join Bob Kaplan in this NIPA webcast to learn the in's and out's of automatic enrollment plans, including:

  

  • Pitfalls to avoid when working with automatic enrollment;
  • How revenue ruling 2009-30 clarifies the use of escalator provisions
  • Education/communication needed to secure a successful engaged participant in the plan; and
  • An employer's perspective on the value automatic enrollment.

 

Register now at the new $99 member rate! 

 

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

 

A Gift From NIPA: 50% off Certificate CoursesGift
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 March 31! Join NIPA today to take advantage of this member benefit.
 
If you have any questions, contact NIPA Headquarters at 800.999.NIPA (6472).  

 

IRI Quarterly Qualified Plan Update ProgramIRIPlan
NIPA TPA Business Owner members will receive the IRI Quarterly Qualified Plan Update written summary each quarter at no cost as part of their annual Business Owner membership.

This valuable resource helps position your company as up-to-date on the most pressing issues in the industry, including legislative updates, IRS guidance, Department of Labor activity, court cases and more. Customize the summary with your company's logo and contact information and distribute it to your clients via email to position your company as an industry leader.
 
The first quarterly newsletter of 2013 is available now for TPA business owner members! Login now to access this resource. 
 
If you have questions about the program, or any problems accessing the summary on our website, contact NIPA Headquarters at 800.999.NIPA (6472).
  
ArticleAnticipated DOL Guidance

By Fred Reish, Partner/Chair, Fiduciary Services, ERISA Team at Drinker Biddle & Reath LLP

 

The Department of Labor recently issued its agenda for regulatory guidance. Several of the projects will impact retirement plans and particularly 401(k) plans. This email focuses on a DOL project to amend the 408(b)(2) regulation to possibly require that cover service providers furnish a "guide" or similar tool, along with the disclosures. In its description of the project, the DOL states: "A guide or similar requirement may assist fiduciaries, especially fiduciaries to small and medium-sized plans, in identifying and understanding the potentially complex disclosure documents that are provided to them or if the disclosures are located in multiple documents." 

 

Read the full article  

Calendar of Events
March 14, 2013
  
  
  
TPA Business Owner Resources

401(k) Sales Champion Workshop 

 

Errors & Omission (E&O) Insurance  

 

IRI Quarterly Qualified Plan Update

 

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
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