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March 5, 2014
 In This Issue

 
The 2014 NIPA Annual Forum & Expo (NAFE), April 27-30, provides you direct access to leading industry experts to address the topics that matter the most to you. 
  
In two of the general sessions, Tell Me More, presented by Gary DeMoss, Managing Director, Invesco Consulting, and You are a Brand - Stand Out from the Crowd!, presented by Brandon Shea, Managing Director, DCIO National Sales Manager, RidgeWorth Investments, you will gain the knowledge and insights you need to create a compelling message to your prospective clients and build instense client loyalty.
  
Learn a new and better approach for marketing yourself through a series of steps designed to help you select what to say, how to say it and how to reduce it down to 15 words or less in Sunday's general session with Gary DeMoss. Then in Monday's general session, Brandon Shea will share the 4-step branding process utilized by Fortune 500 companies and successful individuals to stand out from their respective crowds.
  
View all the sessions taking place at NAFE that have the power to advance your retirement plan knowledge and expertise to put yourself ahead of the competition.
  
Can't Send Everyone to Las Vegas for 2014NAFE?virtual
   
Take advantage of NIPA's cost-effective solution for everyone to experience the event first-hand: the 2014NAFE Virtual Conference!
    
Attend the 2014NAFE Virtual Conference, April 27-29, and participate in sessions as they stream live from Las Vegas. Attendees will have the ability to see the speaker on stage, access the session materials and interact live with the event from their office. Plus, you can earn up to 19 ERPA CPE and 19 NIPA CPE credits over the course of three days!
  
Want to learn more? Visit the Virtual Conference FAQ page for details.
      
Register for the Virtual Conference today!
   
Lucky You! Save 50% on Online Certificate Courses gift
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. NIPA offers five online certificate courses that work around your schedule, letting you choose the best time to study and complete the exams to advance your knowledge of pension administration.
Join NIPA to take advantage of this members-only gift. Don't wait - this discount will only be available through March 31!

Meet the Newest Members of NIPAnewmembers
NIPA is excited to introduce the following new members who recently joined NIPA:
  • Michael Cecere, Gray, Gray & Gray, CPAs
  • Mayra Chaidez, Retirement Revolution
  • Peter Coleman, The Benefit Practice
  • Yvonne Kepler, Penserv Plan Services, Inc.
  • Kim Patton, 3G Retirement Services, LLC
  • Jon Prescott, Colorado National Bank
Get your name on the list of NIPA members and join NIPA today. If you have any questions, or need more information about membership, contact NIPA Headquarters at 800.999.NIPA (6472).    
  
401k Plan Participants are Increasingly Using Target-Date Funds Article

A greater number of 401(k) plan participants are investing in target date funds, according to a report released by the Investment Company Institute (ICI) and the Employee Benefit Research Institute (EBRI). Target date funds, also known as "lifecycle funds," are designed to offer a diversified portfolio that automatically rebalances to be more focused on income over time.

 

Read the full article here.    

 
Source: Wolterskluwerlb.com 

 

Calendar of Events
TPA Business Owner Resources

TPAresources.com

 

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
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