Membership       Education       Designations       Conferences       Community       TPA Owner Resources

January 14, 2015
401(k) Nondiscrimination Tests Explainedarticle

With acronyms like ADP, ACP, NHCEs and HCEs, the technicality of 401(k) plan nondiscrimination testing may seem overwhelming. 

 

Even though nondiscrimination testing is likely performed by a plan's record keeper or third-party administrator, plan sponsors need to understand the basics of the tests, including the types of contributions that are tested, the methods used and the consequences of failing. 

 

Read the full article

 

Source: PlanAdviser.com


2015NAFE Registration Openbmc
Registration for the most important retirement plan professionals' event of the year, the 2015 NIPA Annual Forum & Expo (2015NAFE), is now open!

The 2015NAFE is designed exclusively for retirement plan professionals like you. This four-day event, taking place May 3-6 in Las Vegas, helps you discover innovative solutions for strengthening and expanding your business. We are focusing on business growth, productivity increases, industry trends and so much more! Attend 2015NAFE and earn up to 21 ERPA CPE credits and 21 NIPA CPE credits. 

Register today to save $100.
Member Gift: Save an Extra $50 When You Register for the 2015NAFE by January 31gift
Receive an additional $50 off 2015NAFE registration!* 

Registration is now open for the 2015NAFE! This event offers world-class education to enhance the services you provide to your organization's clients. We are excited to offer NIPA members $50 off the early bird registration rate - a total savings of $150
 
Join NIPA now to redeem this member gift. Don't wait - this code expires January 31!

*Valid for in-person conference only. Not redeemable on virtual conference. Does not apply to new APA/APR registrations. 

Hear What NIPA Members Have to Say

"When I send my staff to the NAFE I know they are going to get their continuing education, they will receive up-to-date information on the new regulations and new laws and they will have the chance to network and talk to other people in the industry."  

 

- Marc Roberts, APA, ERPA, President, Associated Pension Consultants

Register now for the Form 5500 NIPA webcast on March 24, from 11:00 p.m. - 12:40 p.m. CT.  

This upcoming webcast will focus on understanding the numerous 2014 Form 5500/5500-SF series changes, the new Form 8955-SSA electronic filing requirement, review of the proposed FORM 5500-SUP, Form 5558 processing and acceptance concerns, DIL and IRS employee benefit plan current initiatives, common errors that are easy to avoid and more! 

Participate in this webcast and earn 2 NIPA CPE credits and 2 ERPA CPE credits. Register today.
Apply by January 30 for the PenChecks NIPA Scholarship and you could receive $1,000 towards your APA Designation. 

The PenChecks NIPA APA Designation Scholarship will be awarded to six individuals who have successfully completed the application process. Two recipients will be selected for each testing window. All you need to do is:

  • Fill out your name, address and contact information
  • State how the APA designation will improve your career in the retirement plan industry
  • Explain why you should receive the scholarship 
  • Provide a brief recommendation from a supervisor
Submit your application for the May/Junes testing window by January 30.  
B2B Partner Exchange, NIPA's Newest Business Owner Benefitb2b
Sign-up today to learn more about NIPA's newest benefit: the NIPA Growth Masters program.

NIPA membership already offers a variety of resources for TPA business owners, but we're expanding with a new, powerful, year-long program focused on how to rapidly grow your revenue in 2015 and beyond! Join us tomorrow from 11:00 a.m. — 12:00 p.m. CT and speak directly with our program leader, Alex Goldfayn, who will explain how the NIPA Growth Masters program will work, what the goals and outcomes will be, and how the program will be tailored to NIPA Business Owner Members.

 

Register now to learn more about this new benefit. This session is free for all interested attendees.
 In This Issue

Calendar of Events

TPA Business Owner Resources

Step Strategic Marketing

 

Cerulli Associates - Industry Insights and Trends

 

AXIS Retirement Analytics Platform

 

NIPA B2B Exchange

 

401(k) Sales Champion Workshop� 

 

Errors & Omission (E&O) Insurance  

 

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