WESTERN PENSION & BENEFITS CONFERENCE – Orange County, CA; and San Diego, CA
On March 15, Alison Cohen traveled to the west coast to present a Breakfast Forum session in Orange County, and a Lunch & Learn session in San Diego, to two different WP&BC chapters. Both presentations were on the topic of “Nightmare on TPA Street,” a discussion of real-life EPCRS case studies and the necessary means by which to correct various retirement plan problems.
On February 27, Ilene Ferenczy presented a webcast in conjunction with Tim McCutcheon of ERISApedia on “Covering Coverage from A to Z” regarding coverage rules under IRS §410(b). The webcast had originally been scheduled for February 13 but there were technical difficulties with the provider on that date and the webcast had to be aborted. CE credit was available.
INTERNATIONAL FOUNDATION OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS – Atlanta, GA
On February 14, Alison Cohen provided an entertaining Lunch and Learn presentation on the ins and outs of Automatic Enrollment to the local membership of the Atlanta CEBS chapter.
FIS ADVANCED PENSION CONFERENCE – Orlando, FL
FIS once again sponsored their semi-annual conference for pension practitioners during February 7-9. Ilene Ferenczy, Alison Cohen, and Derrin Watson were all a part of the faculty, covering such topics as what’s going on in Washington, the status of the final fiduciary regulations, plan takeovers, lost participants, auto-enrollment, EPCRS, IRS and DOL investigations, and others. All three were also part of the “Ask the Experts” panel, and participants in the popular “Pension Jeopardy” game.
ASPPA LOS ANGELES ADVANCED PENSION CONFERENCE – Los Angeles, CA
ASPPA sponsored an advanced pension conference for Los Angeles-area practitioners on January 25-26. Ilene Ferenczy presented “Timing and Implementation of Plan Amendments,” and also mediated another speaker’s session.
SUNTRUST BANK CONFERENCE – Atlanta, GA
SunTrust Bank sponsored an employee benefits training conference for their local employees on January 23 and they engaged Ilene Ferenczy to present a two-hour session on “Keeping Current: What’s Been Happening in Legislation, Regulation, and Litigation?” to bring their personnel up-to-date on current benefits issues.
NIPA BUSINESS MANAGERS CONFERENCE – Scottsdale, AZ
Ilene Ferenczy traveled to Scottsdale during January 13-15 to present a session on “How Important Are YOU to Your Clients?”, and supervise a “deep dive” roundtable discussion on the same topic later in the day. While in the area Ilene also visited and providing training sessions to two firm clients.