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NIPA's membership calendar runs from July 1- June 30. When you join NIPA or renew your membership today, your membership is valid through June 30, 2018.    

Business Owner Membership ($595 — Through 6/30/2018)

Savings for you and the whole team with NIPA’s Business Owner membership. This membership is for TPA business owners and includes:

  • Savings on event registration for the Business Management Conference, the only conference that brings you together with fellow business owners and is focused on the business aspects of running your TPA firm
  • Savings on registration for the NIPA Annual Forum & Expo. Can’t send the whole team to the event? You and your employees can save on the NAFE Virtual Conference for a cost effective alternative to attending in-person.
  • Exclusive discounts and access to the following TPA Business Owner Resources: 
    • Risk Strategies Company E&O insurance: Access to a NIPA exclusive national broker to analyze, compare and provide the most effective, yet comprehensive, E&O solution for your firm 
    • Affinity HR Group: Affordable expert resources that help you tackle difficult "people issues"
    • 401(k) Sales Championship Workshop©: Allow your company to grow referrals and improve client services by providing financial advisers with valuable professional development
    • Cerulli Edge — Retirement Edition: Receive reporting, research and guidance directly from a leading research firm specializing in asset management and distribution trends worldwide.
    • Customer Marketing Tools: Use NIPA’s customizable templates that feature expert-driven content and a robust set of tools that make it quick and easy to market their firm and grow their business.
    • Find your answers to the questions you face every day fast through this cloud-based compliance library. NIPA Members can access state of the art search tools and receive a 10% discount on the platform.
    • Step Strategic Marketing: Gain access to TPALink, a mobile sales tool aimed to help owners grow revenue, streamline processes and increase productivity.
    • Strictly Business: Access NIPA's TPA business owner e-newsletter, comprised of business operations tips and updates for running their TPA firm effectively and efficiently.
  • Help your employees further their industry knowledge by enrolling them in one of our prestigious designation programs (APA/APR) at the discounted member rate, even if they are not members of NIPA!
  • Discounted rates for educational opportunities such as NIPA live webcast registrations and recordings and Certificate Courses
  • All Business Owner Members are entitled to specific voting privileges

All Business Owner Members who are APAs are required to fulfill 15 hours of Continuing Professional Education (CPE) credits per year. All Business Owner members who are APRs are required to fulfill 10 CPE credits per year. 

Executive Membership ($445 — Through 6/30/2018)

Executive membership is for anyone with a NIPA APA and/or APR designation. This membership category is also open to anyone whose primary focus is pension administration including pension administrators, business managers or operations managers. Executive Members receive various member benefits:


All members that hold an APA and/or APR designation must join NIPA as Executive Members (or Business Owner Members) to use their designation. All Executive Members are required to fulfill 10 hours of Continuing Professional Education (CPE) credits per year. Executive Members with an APA designation must complete 15 CPE credits per year to maintain the APA designation.


Do you have a QPA and/or ERPA designation? You will earn your APA designation just by joining NIPA as an Executive or Business Owner Member. Plus, if you are an ERPA, you will get your APR designation as well. Think you qualify? Complete our Equivalency Verification Form

Affiliate Membership ($390 — Through 6/30/2018)

Affiliate membership is for anyone who is affiliated with the retirement plan industry, but does not match the criteria of the Business Owner or Executive Member categories. These members include but are not limited to accountants, CPAs, consultants, attorneys, financial planners, brokers, advisors, HR benefit reps, service providers(documents/software/education) and record keepers. Affiliate Members will receive various member benefits:

Affiliate Members are not required to fulfill the Continuing Professional Education (CPE) requirements and therefore cannot hold an APA and/or APR designation.


Student Membership ($240 — Through 6/30/2018)

Student membership is for anyone currently working towards their APA or APR designation that has not joined NIPA as an Executive Member or Business Owner Member. Applicants for Student Memberships must be enrolled in either a May, August or November APA or APR course within the same year they apply for membership for their application to be accepted and must continuously enroll in at least one exam per year to maintain their Student Membership.


A Student Membership needs to be renewed annually but is limited to 5 years from the date the application is received or until the Student has fulfilled the APA or APR designation requirements — whichever situation occurs first. At this time, they must join NIPA as an Executive Member or Business Owner Member to maintain their membership or use their APA or APR designation. Student members receive various member benefits, including:

Complimentary Website Login

Experience the NIPA website for free as our guest! Registering as a Website User allows you to create a login and user profile for use on our website, to help you learn more about the benefits of NIPA membership. Use your guest account to track purchases in our online store, and to register for webcasts and events.

Join NIPA today!


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