The National Institute of Pension Administrators (NIPA) is a national association representing the retirement and employee benefit plan administration profession. It was founded with the idea of bringing together professional benefit administrators and other interested parties to encourage greater dialogue, cooperation, and educational opportunities. NIPA’s goal is to improve the quality and efficiency of plan administration.  

 "An Era of New Regulations-What it means for TPAs and Financial Advisors"

The San Diego Chapter of NIPA is pleased to sponsor “An Era of New Regulations-What it Means For TPAs and Financial Advisors” on Wednesday, November 9, 2011.

Mr. Jason Roberts, CEO of Pension Resource Institute, LLC, will speak on a number of hot topics, including QDIA, participant advice, definition of fiduciary, fee disclosure, and due diligence by broker-dealers.  Please mark your calendars and join us for an informative event. 

Jason C. Roberts is the Founder and CEO of the Pension Resource Institute (PRI) providing strategic consulting and training to retirement plan service providers (broker-dealers, RIAs, investment managers, recordkeepers, TPAs, etc.) and fiduciary education to plan sponsors.  He is primarily responsible for tactical planning and business development at PRI and actively leads many of PRI’s consulting projects.

Prior to founding PRI, Jason was a partner and co-chair of the Financial Services Group at Reish & Reicher – a leading ERISA law firm – where his practice focused on employee benefits and securities regulation.  He counseled broker-dealers, RIAs, hedge funds, private equity funds, retirement plan sponsors and plan providers in ERISA and investment-related matters. 

 Click on "Register for an Event" tab to sign-up.  Then, click "Pay for an Event via Paypal" for payment.  You may also remit payment by check. 

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Local workshops are held to provide educational and networking opportunities.

NIPA offers our members local opportunities to develop and maximize  professional education and growth.

Periodic seminars and workshops are designed with retirement professionals in mind. 

  NIPA disseminates technical information and keeps members advised on new laws, regulations, and other pertinent matters impacting our industry.