ABC OF GREATER TWIN CITIES – Minneapolis
Ilene Ferenczy visited Minneapolis on June 13th to present a full-day training seminar for the local ABC chapter. Her topics included: “Ethics Case Studies,” “Multiple Employer Plans,” “EPCRS for the Experienced Practitioner,” “Case Studies in Mergers & Acquisitions,” and a fun session of “Pension Jeopardy” to give the participants a taste of how well they know the current industry trends.
ASPPA WOMEN BUSINESS LEADERS FORUM – Denver
The 2017 Women Business Leaders Forum sponsored by ASPPA focused on leadership speaking and development, the power of ethics, secrets to creating a magical customer experience and building loyalty, and cyber security threats. It was a mix of general sessions and roundtables with plenty of time to network with peers. Ilene Ferenczy was one of the workshop presenters and also led a roundtable discussion on “You and the DOL Regs: How the TPA Biz Has Changed … Or Has It?
ERISAPEDIA/FERENCZY BENEFITS LAW CENTER WEBCAST
On May 25th, ERISApedia and Ferenczy Benefits Law Center offered the second in a series of free research training webcasts. Derrin Watson presented information regarding the intricacies of Forms 5500, and CE and ERPA credit was available.
NATIONAL INSTITUTE OF PENSION ADMINISTRATORS (NIPA) ANNUAL FORUM AND EXPO – Las Vegas
Ilene Ferenczy and Alison Cohen traveled to Las Vegas during May 22-24 to present to the national NIPA attendees. The sessions were conducted in person and simultaneously broadcast virtually. Ilene presented two Compensation sessions – the first session was “Compensation Part I – Allowable Definitions and When to Use Them,” and the second session was a discussion for advanced participants, “Compensation Part II – Income and Advanced Topics.” Alison’s two sessions were “Ethics – Review of Circular 230” and “Case Studies in Ethics.”
NORTH CAROLINA ASSOCIATION OF CPAs EMPLOYEE BENEFIT PLANS CONFERENCE – Greensboro
Ilene Ferenczy had a full day of presenting to the NCACPA group on May 16. She was the kick-off speaker, setting the tone for the day-long conference, with the topic of “Trends in Employee Benefits.” Later in the morning she co-presented a session on “Surviving a DOL Audit,” and in the afternoon she was part of a panel of experts fielding questions during a Q&A session.
AMERICAN INSTITUTE OF CPAs (AICPA) EMPLOYEE BENEFIT PLANS CONFERENCE – Nashville
During May 8-10, Ilene Ferenczy was in Nashville to present a general session to all the attendees on “Keeping Current: Legal Update,” as well as co-presenting “Understanding the Mysteries of 401(k) Nondiscrimination Testing and More!” The conference was very well attended by the national membership of CPAs.
MILLIMAN EMPLOYEE BENEFITS CONSULTANTS FORUM – Atlanta
Ilene Ferenczy addressed the participants at Milliman’s annual conference on May 4th. The attendees included all levels of consultants from the firm and encompassed all types of employee benefits professionals including corporate, multiemployer, and public actuarial, DB and DC Admin, investment consulting, and compliance. Ilene was the keynote speaker and discussed “Case Studies in Mergers and Acquisitions.”
ASPPA EASTERN REGIONAL CONFERENCE- Philadelphia
Ilene Ferenczy was in Philadelphia on April 26-28 for the regional conference that featured industry experts and legislative representatives providing insight into the latest trends and regulations. Ilene led workshops on “Ethics and Co-Fiduciary Liability With 3(16) Services and Their Implications,” and “Defective Plans and How to Cure Them.” She also was one of the panelists on the “Ask the Experts – Defined Contributions” panel. Following the conference, Ilene stayed on in Philadelphia to attend ASPPA’s Leadership Council meeting over the weekend.
PENSIONS ON PEACHTREE CONFERENCE – Atlanta
Beginning with a Georgia-themed cocktail hour on Sunday evening, Ilene Ferenczy and Alison Cohen once again partnered with the professional educators at FIS (formerly SunGard) to sponsor the annual Pensions on Peachtree Conference. The participants earned several CE credits during the two-day workshop while interacting directly with some of the premier speakers in the industry. As promised, we delivered great networking opportunities, varied and insightful conference sessions, tasty ribs and other delights at the evening BBQ at Ilene’s home, and much more. Be sure to join us next April – the dates will be posted on our website in the near future so you can mark your calendar.
ASPPA BUSINESS MANAGERS AND OWNERS CONFERENCE – Chicago
Ilene Ferenczy traveled to Chicago on April 2-4 to be one of the speakers at this annual ASPPA BMO Conference. The topic was “Reducing TPA Firm Liability: Updating Your Service Contract Post-408(b)(2) and Managing Higher Risk Issues.” Ilene was also a co-panelist for an open Q&A session with the attendees.
TRANSAMERICA RETIREMENT INDUSTRY LEADERS WEBINAR – Webcast
March 30 marked the date that Ilene Ferenczy presented this annual webcast sponsored by Transamerica. The topic was “Who’s Afraid of the Big, Bad Regs?”
FIS ADVANCED PENSION CONFERENCE – Orlando, FL
FIS Global once again hosted its semi-annual Advanced Pension Conference during February 1-3 in Orlando. Ilene Ferenczy was one of the main speakers. This year’s conference was held at the Hard Rock Hotel at Universal. Ilene co-presented the opening general session, “Keeping Current,” a session for all participants devoted to the recent developments with Congress, the IRS, the DOL and the courts. She also co-presented a general session on “The Final Fiduciary Regulations” and a follow-up Q&A session on the regs. She presented multiple sessions on “Plan Governance Overview” and “Radical Mid-Year Changes to Safe Harbor Plans,” as well as served as a contestant in the popular “Pension Jeopardy” contest and as a panelist for the “Ask the Experts” closing session.
Ilene Ferenczy partnered with Tim McCutcheon (Publisher of ERISApedia) on January 26 to present “A Practical Guide to ERISA Compliance Research” webcast for benefits practitioners on how to do effective pension research. The difference between a competent employee benefits professional and an expert often is nothing more than knowing where to look for answers. Ilene and Tim revealed where they look – not just the statute and regulations but legislative materials, preambles, Q&A compilations, Advisory Opinions, Private Letter Rulings, Revenue Procedures, Notices, FAQs, newsletters, web sites and other secondary sources. They also gave an insider’s perspective on how guidance gets generated and how to determine which resources are most reliable.
LOS ANGELES ADVANCED PENSION CONFERENCE- Los Angeles
Ilene Ferenczy traveled to Los Angeles on January 19-20 to present a session on “Give Your Plan Sponsors Best Practices” at this annual conference. She also presented several Lunch & Learn programs on a variety of topics to various TPAs in the area in the days preceding the conference.