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Live and 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

August 2020


Related Employers - Controlled Groups, Affiliated Service Groups & Management Groups 

Presented by: David C. Schultz, J.D., FIS

Date: Thursday, August 20, 2020

Time: 11:00 AM - 12:40 PM Central Time 

Continuing Education Credits: 2.00 NIPA CPE; 2.00 ERPA CPE


Identifying the employer and its employees is a fundamental aspect of properly designing and administering any retirement plan, yet this can often be a complex and confusing task. Practitioners must be able to identify employers deemed related through the controlled group, affiliated service group, and management function group rules. Knowing what to look for and the right questions to ask is a significant part of the challenge. This 100 minute webcast will walk you through the process of determining related employer status and how the attribution rules can impact the determination. Special attention will be paid to the key questions that must be asked of plan sponsors to help with the proper identification of employers and employees.


This webcast is $99 for members and $199 for nonmembers.



Loans: Correcting Taxation, Qualification and Fiduciary Failures + COVID-19 Changes to Loans

Presented by: Stephen Forbes

Date: Wednesday, August 26, 2020

Time: 11:00 AM - 12:00 PM Centeral Time

Continuing Education Credits: 1.00 NIPA CPE; 1.00 ERPA CPE


One of the more frequent errors a practitioner faces involves participant loans. The IRS has finally issued the long-awaited options for self-correcting loan failures.With these new options, the IRS will expect improved compliance. Therefore, it is incumbent on practitioners to have a working knowledge of the loan correction procedures. In this NIPA webcast, Stephen Forbes will cover over 50 questions on the application of self-correction procedures to different loan failures. In addition to explaining the self-correction of loan failures, Stephen will address the significant changes made to participant loans by the COVID-19 legislation (CARES Act). Please join us for this informative webcast on participant loan corrections and the COVID-19 loan rules!


This webcast is $49 for members and $99 for nonmembers



September 2020


Welcome to the Future! Don't Get Left in the Past: How Your TPA Practice Can Benefit From Advancements in Technology Using Robotics, AI, and Digitization 

Presented by: Joseph Burt, ERPA, APA, QPA, Pension Plan Specialists P.C.

Date: Wednesday, September 30, 2020

Continuing Education Credits: 1.00 NIPA CPE; 1.00 ERPA CPE


Let’s face it, TPAs are not always the first to embrace technology. The time and expertise of implementing it can be an obstacle, and we don’t know if the investment will be worth it. The value we bring to our clients is substantial and so is the effort it requires from both a physical and monetary standpoint. Long hours are spent on repetitious tasks that are not always a good use of time and are prone to errors. How much time and money could we save by utilizing robotics, artificial intelligence, machine learning, and digitization in our practices? Gain a deeper understanding of the basics of what any TPA can do to leverage this technology as well as the most common functions within TPA practices that do. You’ll leave with a roadmap on how to get started, the software programs to utilize, the costs associated with developing internal processes, the associated savings, and what to watch out for in the future.


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




Webcast Recordings

Earn additional CPE credits with a NIPA webcast recording. Browse the webcast recordings directly and purchase a replay.

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