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Quarterly Qualified Plan Update
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Reinforce your firm as a source of current information with NIPA's Quarterly Qualified Plan Updates

NIPA's Quarterly Qualified Plan Updates is a resource you need to differentiate yourself – as a trusted, valued TPA firm who is on the cutting edge – to your clients.

Customizable Content
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. Over the long term, you'll be able to nurture your prospects and deepen relationships with your clients and advisers. This content makes it easy for you to create multiple touch points with your clients via a postcard, newsletter or email to open up dialogue.

All TPA Business Owner members receive instant access to the NIPA Quarterly Qualified Plan Updates on

  1. Visit the NIPA website and log in with your member username and password
  2. On the left side of the page, click on "Groups" 
  3. Click on "resources" under "Group Name"
  4. Download the files

Please note: This resource is available to TPA Business Owner members only. For questions, please contact NIPA Headquarters at 800.999.NIPA (6472).

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