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Accredited Pension Administrator
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NIPA provides practical information and effective, relevant designation programs necessary to achieve career advancement and improve day-to-day performance. Through NIPA’s Accredited Pension Administrator (APA) program, you will earn a prestigious designation that carries with it a sense of personal accomplishment and demonstrates your professional competency.

NEW! Receive $1,000 towards your APA Designation through the PenChecks NIPA APA Designation Scholarship. Learn more about the requirements for applying for the scholarship. 

Click Here to Register


APA Designation Benefits

As an APA student working toward a designation, you will gain comprehensive insight into the knowledge and skills needed to successfully perform daily administrative tasks, including: determining eligibility; allocating contributions; fulfilling reporting and disclosure requirements; processing distributions; performing compliance testing; correcting errors and much more.

Potential APAs include:

  • Pension administrators
  • Retirement relationship managers
  • ERISA compliance specialists

Earning the APA Designation

To earn the APA designation, students must complete four APA-self study courses and examinations, including APA Courses 1, 2, 3 and 4 (Courses 1 and 3 are open book). To maintain the designation, you must complete 15 hours of continuing professional education and hold a current NIPA membership (annually).

Course 1: Fundamentals of Qualified Plan Administration (pdf)
Course 2: A Comprehensive Guide to 401(k) Plans (online textbook) 
Course 3: Distributions and Loans (three-part online textbook)
Course 4: Selected Topics in Retirement Plans (hard copy textbook and supplement textbook in PDF format)

 

Additional APA/APR Designation Program Information

Calling all ERPAs!

For retirement plan professionals who obtain the Enrolled Retirement Plan Agent (ERPA) designation, NIPA will automatically grant the APR designation upon joining NIPA – no insurance license or FINRA series 6, 7,65, 66, 24 necessary! ERPA designees are also eligible to obtain the APA designation by taking a single open-book, comprehensive, online exam from their home or office.

 

To learn more about the 2014 program, download NIPA's 2014 Education Brochure.


Download the information flyer for more details!

 

 


 

National Institute of Pension Administrators
330 N Wabash Ave, Suite 2000
Chicago, IL 60611-7621
Phone: 800.999.NIPA (6472) • Fax: 312.673.6609
E-mail: nipa@nipa.org