NIPA is dedicated to providing resources to help TPA business owners become more effective and profitable in growing their business and successfully navigating through their firm's life cycle. Maximize efficiency and improve bottom line results with these TPA business owner resources from NIPA.
Quality content at your fingertips with NIPA's Customer Marketing Tools
NIPA's Customer Marketing Tools
position your TPA firm as the go-to source for industry trends and retirement
plan insight. Educate, provide value and earn credibility among your customer
base by taking advantage of these tools - all included as part of your NIPA
Business Owner membership.
All TPA Business Owner members receive instant access to the NIPA Customer Marketing Tools on NIPA.org!
Learn more about NIPA's Customer Marketing Tools
Increase referrals with the 401(k) Sales Champion Workshop - offered exclusively through NIPA
NIPA is pleased to expand its TPA
Business Owner Resources by offering exclusive access to the 401(k) Sales Champion Workshop©, an online, 401(k) sales and service training
program that will allow your company to grow referrals and improve client
services by providing financial advisers with valuable professional
This exclusive program is only available through NIPA! Don’t
wait – only a limited number of licenses are available!
Learn more about the 401(k) Sales Champion Workshop
Reinforce your firm as a source of current information with the Quarterly Qualified Plan Update
Each quarter, you will receive a
one-to-two page written summary on topics such as legislative updates,
IRS guidance, Department of Labor activity, court cases and tax
calendar. This summary is customizable with your company's logo and
positions your company as current and up-to-date on the most pressing
issues in the industry.
Beginning in January 2013, this benefit will be available
at no additional subscription fee to all NIPA TPA Business Owner
Learn more about the Quarterly Qualified Plan Update
Receive quality coverage and discounts on errors & omission (E&O) insurance
& Omission (E&O) program in partnership with Heffernan
Professional Practice Insurance Brokers (HPPIB). Members will receive a
5% annual credit on their premium through this program. If your E&O
insurance is $12,000 per year, your 5% credit back will be $600. This benefit alone will pay for your annual membership as a NIPA Business Owner.
Learn more the E&O insurance program
Generate leads with custom marketing services offered by TF Campaigns, LLC
In partnership with TF Campaigns, LLC, NIPA is pleased to offer an exclusive discount on a customized lead generation and marketing program. TF Campaigns produces customized lead generation for TPAs, utilizing a proprietary voice-over PowerPoint capability, distributed on behalf of the TPA using a unique e-mail delivery and reporting system. Regularly $1,000 per month, this service is available to NIPA members for only $700 per month — a 30% savings!
Click here to see a sample campaign.
Save on education expenses for you and your staff
As an approved ERPA education sponsor, NIPA is the most cost-effective source for year-round ERPA CPE. You and your staff can earn all the CPE you need on an annual basis through online certificate courses, the NIPA Annual Forum & Expo, designation programs and live and recorded webcasts. Save even more when you enroll your entire staff in NIPA's Webcast Package Program and our Group Tuition Program. These programs allow you to pre-pay educational expenses for you or your staff and achieve maximum savings.
Learn more about these various education discounts.
Savings on The 403(b)/457 Plan Requirements Handbook
In partnership with Thompson Publishing Group, NIPA is pleased to offer an exclusive discount on The 403(b)/457 Plan Requirements Handbook. Regularly $399, this book is available to NIPA members for only $279 — a 30% savings!
Learn more about The 403(b)/457 Plan Requirements Handbook
FedEx Office Discount Program
Enrollment in our FedEx Office discount program – discounts on copying, printing and general business services.
- Single-sided black & white copies $0.033
- Two-sided black & white copies $0.066
- Color copies per page $0.42
- Other all retail services 15% discount
Learn more about the FedEx Office discount program
Questions? Email NIPA Headquarters or call 800.999.NIPA (6472).