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Live & Recorded Webcasts

Live and Recorded Webcasts

Throughout the year, NIPA offers webcasts and other educational opportunities that provide relevant, timely information in a convenient and flexible format. NIPA's low-cost, online education allows you to maximize industry knowledge and earn NIPA and, when applicable, ERPA continuing education credits from the comfort of your workstation.

 

Upcoming Live Webcasts

 

November 2018

RMD Basics - When, How Much and to Whom

 

Presented by: Kimberly B. Martin, APA, CPC, QPA

Date: Thursday, November 8, 2018
Time: 11:00 A.M. – 12:00 P.M. Central Time
Continuing Education Credits: 1.20 NIPA CPE; 1.00 ERPA CPE 

 

The required minimum distribution (RMD) rules must be satisfied by all qualified retirement plans, and the annual RMD deadline is fast approaching. In this webcast, Kim Martin will address:  

  • When RMDs must be paid
  • What amount is used to calculate RMDs
  • How to determine lifetime RMDs, and
  • Calculating RMDs after death

This webcast costs $49 for members and $99 for nonmembers.

 

 

Avoiding Common Errors – Plan Design & Administrative Considerations Webcast Series

 

Each year, the IRS publishes its “Top Ten” list of compliance failures in tax-qualified retirement plans. Virtually all of these failures can be traced to how companies have designed and administered their 401(k) and other retirement plans. Join NIPA and ERISA attorneys Patti Hedgpeth and Andrew Douglass for a two-part webcast series to discuss how TPAs can better design and monitor tax-qualified retirement plans to minimize the occurrence of these common errors.

 

Part 1: Elective Plan Design Issues

Presented by: Patti Hedgpeth and Andrew Douglass

Date: Tuesday, November 27, 2018
Time: 11:00 A.M. – 11:50 A.M. Central Time
Continuing Education Credits: 1.00 NIPA CPE; 1.00 ERPA CPE 

 

 Is your plan design contributing to administrative errors? This webcast will focus on elective plan design issues that can lead to mistakes. 

 

Part 2: Issues Found in All Plans

Presented by: Patti Hedgpeth and Andrew Douglass

Date: Thursday, November 29, 2018
Time: 11:00 A.M. – 11:50 A.M. Central Time
Continuing Education Credits: 1.00 NIPA CPE; 1.00 ERPA CPE

 

Be prepared for the 2018 plan valuation season! This webcast will identify issues common to all plans that can lead to mistakes. 

 

As part of this series, attendees can participate in one or both webcasts. Participation in both webcasts costs $79 for members and $149 for nonmembers. 

 

 

Webcast Recordings

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