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NIPA Membership Categories and Benefits

NIPA's membership calendar runs from July 1- June 30. When you renew your membership today or join NIPA, your membership is active through June 30, 2020.  




Business Owner Membership

Now $595.00, grants membership through 6/30/2021

  • 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 NAFE. 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

    • 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 answers to the questions you face every day 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 designation programs (APA/APR), a certificate course, or webcast at the discounted member rate, even if they aren't members of NIPA!

  • All Business Owner members are entitled to specific voting privileges

Membership Requirements


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. 


Business Owner membership is for anyone who is a TPA business owner. This membership type provides savings for owners and their teams!

Executive Membership

Now $445.00, grants membership through 6/30/2021

Membership Requirements

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? Earn your APA designation just by joining NIPA as an Executive or Business Owner Member. You can also earn you APR designation if you are an ERPA. Think you qualify? Complete our Designation Exam Equivalency Form

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.

Affiliate Membership

Membership Requirements

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


Now $390.00, grants membership through 6/30/2021


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.

Student Membership

Now $240.00, grants membership through 6/30/2021

Student membership is for anyone currently working towards their APA or APR designation who has not joined NIPA as an Executive or Business Owner member.

Membership Requirements

Student members must be enrolled in an APA or APR designation course when joining. Student members must also continuously enroll in at least one exam per year to maintain the Student membership. Although this membership must be renewed annually, Student members have five (5) years from the date they initially join NIPA to fulfill the requirements of the APA/APR designation. After fulfilling the APA/APR designation requirements, Student members must then join NIPA at the Executive or Business Owner level in order to use the designation. 

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.

Create a guest account.

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