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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

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. 

 

 

December 2018

Ethics and Professional Responsibility

Presented by: Ilene H. Ferenczy, J.D., CPC, APA

Date: Tuesday, December 11, 2018
Time: 11:00 A.M. – 12:40 PM Central Time
Continuing Education Credits: 2.00 NIPA CPE; 2.00 ERPA CPE

 

This session is intended to provide practitioners with the tools needed to recognize, evaluate, and reasonably solve ethical conundrums. The first portion of the session is a succinct discussion of the Circular 230 ethical rules that generally apply to practitioners in the retirement plan area, as well as ethical obligations imposed by other organizations (such as NIPA or the American Bar Association) and by the practitioner's own moral code. The second portion of the session is a series of skits, providing the participants with opportunities to hear various hypothetical ethical scenarios, and then contemplate possible acceptable solutions.

 

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

 

 

Webcast Recordings

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