Earn End of Year CPE at the ERPA Conference  |
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If you have an APA or APR, be sure to submit your required CPE credits to NIPA by June 30, 2013. The American Institute of Retirement Education is hosting this year's ERPA Conference, May 30-31 at the Grand Hyatt in Denver. Earn the additional CPE credits you may need by attending the 2013 ERPA Conference, including required ethics courses! View the Education Brochure to learn more.
Fill out the registration form and forward to info@erpaconference.org or fax to 703.516.9308.
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Upcoming Webcasts |
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Don't forget 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 these upcoming June webcasts, offering 2 ERPA and 2 NIPA CPE credits:
Solving Cross-Testing Heartaches!
Wednesday, June 5, 2013
11:00 a.m. - 12:40 p.m. CT
When a cross-tested plan initially fails to satisfy nondiscrimination, there still may be options that can be used in order for the test to pass. To find solutions to your cross-testing failures, it's important to understand how cross-testing works. Join nondiscrimination testing expert Kevin Donovan to learn the various testing and design options available and how to use them.
Ethics for Professional Plan Administrators
Tuesday, June 18, 2013
11:00 a.m. - 12:40 p.m. CT
The webcast will focus on the ethics rules applicable to professionals practicing in the area of plan administration. It will focus on NIPA's Code of Ethics as well as the IRS' Circular 230. It will also examine common scenarios that frequently create ethical issues for administrators.
Register now at the new $99 member rate!
*Non-members can register at a new $199 non-member rate.
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Increase Referrals with the 401(k) Sales Champion Workshop© |
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The 401(k) Sales Champion Workshop© is a NIPA TPA Business Owner Resource that offers exclusive access to an online, 401(k) sales and service training program that will allow your company to grow referrals and improve client services by providing financial advisers with valuable professional development. The workshop consists of 14 online video segments describing a 7-Step process that financial advisers can follow to optimize their 401(k) sales opportunities.
Download the flyer for more information.
To learn more about becoming a TPA Business Owner member and how you can access exclusive resources like the NIPA 401(k) Sales Champion Workshop©, contact NIPA Headquarters or call 800.999.NIPA (6472).
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This month, NIPA is offering a free 100-minute webcast recording.
Choose one webcast recording and join NIPA today to take advantage of this member benefit.
Don't wait - this discount will only be available through May 31!
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Fiduciary Obligation to Select Appropriate Share Classes |
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By Fred Reish, Partner/Chair, Fiduciary Services, ERISA Team at Drinker Biddle & Reath LLP
I imagine that, by now, you have heard about the Court of Appeals decision in Tibble v. Edison. While the court decided a number of issues, the most important one is that fiduciaries have an obligation to select appropriate share classes for their plans. Closely related to that is the trial court's admonition that fiduciaries must ask about the available share classes.
Read the full article
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