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August 28, 2013
In This Issue

BMCJoin More Than 100 of the Nation's Top TPA Business Owners at the 2014BMC
NIPA's 2014 Business Management Conference (BMC) taking place January 11-13, 2014 will provide insight into the evolution and lifecycle of successful TPA business management. 
  
This intimate, three-day event also features peer interaction sessions that provide enriching discussions and innovative solutions to help strengthen and expand your business.
 
The 2014BMC is your opportunity to:
  • Network with more than 100 fellow TPA business owners from around the country
  • Learn new ideas, strategies and best practices from industry thought-leaders
  • Identify ways to effectively drive growth and maximize efficiency within your firm

Register by December 14, 2013 to save $100.

  
Now Available: Q3 2013 IRI Quarterly Plan UpdateIRI

The third IRI Quarterly Plan Update newsletter of 2013 is available now for TPA Business Owner Members! Login now to access this resource in the Business Owner Member Resources group page on the NIPA website.  

 

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

 

Position your firm 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. This valuable resource allows you to customize the summary with your company's logo and contact information. When you distribute the summary to your clients you can position your company as an industry leader.

  
If you have questions about the program, or any problems accessing the summary on our website, contact NIPA Headquarters or call 800.999.NIPA (6472).

 

NIPA is pleased to present a members-only gift of 50% off all of NIPA's online certificate courses! 
 

In a constantly changing industry, it is critical to understand regulations and advance your knowledge of pension administration. NIPA offers five online certificate courses that work around your schedule.

 


Join NIPA to take advantage of this members-only gift. Don't wait - this discount will only be available through September 30!

 

renewBecome a Member of NIPA

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

  

Learn about all the exclusive benefits and resources only available through your NIPA membership here.  

 
Join NIPA today for access to NIPA member benefits through June 30, 2014!

 

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

 

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

 

The Office of Management and Budget (OMB) has posted that it received a proposed regulation from the Department of Labor. Unfortunately, it is not the much-anticipated proposed regulation on fiduciary advice. Instead, it is a regulation that addresses the development of a "Guide or Similar Requirement for Section 408(b)(2) Disclosures."


Even though this is not the fiduciary advice regulation, it could have a material impact on the retirement plan community. We don't know what the proposed regulation will say-and we won't know for about three months (when the OMB approves and releases the proposed regulation). However, the DOL has previously given us an idea about their thinking.

 

Read the full article.    

 

Calendar of Events
TPA Business Owner Resources

NIPA B2B Exchange

 

401(k) Sales Champion Workshop� 

 

Errors & Omission (E&O) Insurance  

 

IRI Quarterly Qualified Plan Update

 

Customer Marketing Tools

 

More TPA Business Owner Resources 

       
National Institute of Pension Administrators
330 N. Wabash Avenue, Suite 2000 | Chicago, IL 60611-7621 | P: 800.999.NIPA (6472) | F: 312.673.6609
[email protected] | www.nipa.org
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