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June 19, 2013
In This Issue

Join NIPA to enjoy core NIPA benefits and opportunities that will set you apart from the competition. 

  

Choose NIPA as your partner for year-round continuing education and networking opportunities with fellow professionals who are passionate about influencing the future of the retirement plan industry.

 

Become a member now to enjoy the following NIPA benefits for a full year:  

 

  • New Business Owner Member benefit! NIPA's Customer Marketing Tools
  • New Business Owner Member benefit! Strictly Business, NIPA's new TPA Business Owner e-newsletter - Coming soon!
  • New Business Owner Member benefit! Exclusive, complimentary access to the IRI Quarterly Update 
  • Savings on BMC and NAFE conference registrations
  • Discounts on live webcasts and recordings
  • Member-only pricing on certificate courses
  • TPA business owner resources such as the 401(k) Sales Champion Workshop� and Heffernan E&O insurance
  • New in July! Complimentary annual subscription to TPAresources.com - a $600 value!
  • Monthly member gift emails including educational materials and registration discounts
  • Access to the online membership directory to connect with fellow retirement plan professionals
  • And more!


Join today!

 

If you have any questions, or need more information about how to become a member, contact NIPA Headquarters at 800.999.NIPA (6472).     

 

Upcoming WebcastsWebcasts

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 the upcoming webcast, offering 2 ERPA and 2 NIPA CPE credits:  

 

Toto, We Aren't in Kansas Anymore... 409(p) Anti-Abuse Testing
Thursday, July 18, 2013

11:00 a.m. - 12:40 p.m. CT
 
 

ESOPs established by S corporations must satisfy a complex anti-abuse test that must be passed every day of the plan year.  If you have ever wondered how an S corporation ESOP can be designed to meet the prohibited allocation rules under IRC �409(p), join Tina Fisher, Senior Consultant at Principal Financial Group, in this NIPA webcast to learn the ins and outs of the 409(p) anti-abuse rules. 

 

Register now at the new $99 member rate! 

 

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

 

Now Available: New Customer Marketing ToolsTPAtool

New Customer Marketing Tools are now available to TPA Business Owner members.

 

Customer Marketing Tools will position your firm as the go-to source for industry trends and retirement plan insight. Educate, provide value and earn credibility among your customer base by taking advantage of these tools. 


The latest topics include Deductions: How Much Can I Deduct? and Safe Harbor Solution for Your 401(k) Plan.
 
To learn more about becoming a TPA Business Owner member and accessing exclusive resources like the NIPA Customer Marketing Tools, contact NIPA Headquarters or call 800.999.NIPA (6472).

 

This month, NIPA is pleased to present a 2013 NIPA Annual Forum & Expo education session recording as the members-only gift. The session is General Session: Washington Update presented by Robert M. Kaplan, APA, CFP, CPC, QPA, Vice President, National Training Consultant, ING.

Listen to this recording, take the quiz following the session and pass with a minimum of 70% to receive 1.5 NIPA CPE credits and 1 ERPA CPE credit.
  
Article401k's Are Not a Tax Dodge for the Rich

Is the 401k a rich person's tax dodge that should be eliminated? Or, is it a smart investment in America and the middle class? The major beneficiaries of 401k are middle-class workers, business owners who must continue to be "incented" to offer plans in the workplace, and Uncle Sam is a major beneficiary of the tax-deferred treatment.

 

Source: Marketwatch.com. 

 

Read the full article   

 

Calendar of Events
TPA Business Owner Resources

401(k) Sales Champion Workshop� 

 

Errors & Omission (E&O) Insurance  

 

IRI Quarterly Qualified Plan Update

 

Customer Marketing Tools

 

More TPA Business Owner Resources 

Why NIPA  
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
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