What's coming up?
UPCOMING RETIREMENT AND BENEFITS LAW EVENTS
Ferenczy Benefits Law Center maintains an active presence in the benefits community through local and national speaking engagements, training seminars, and webinars for our clients, pension organizations, and benefits professionals.
CURRENT RETIREMENT AND BENEFITS LAW EVENTS
Alison Cohen will be taking to the airwaves on July 11 to enlighten national pension practitioners on EPCRS issues with a webcast on “Say it Ain’t So: Real Life EPCRS Case Studies You Just Can’t Make Up!”
ASPPA WESTERN BENEFITS CONFERENCE – Anaheim
July 9-12 marks the dates that Ilene Ferenczy will be participating in this annual conference designed specifically for retirement and health and welfare benefits professionals, with an emphasis on practical issues that are important to plan sponsors and their advisors. It is an ideal opportunity for practitioners to speak with nationally renowned speakers and government representatives, and sessions will address the latest industry developments. Ilene will be presenting a session on “General Ethics” and one on “The Trials and Tribulations of the Conflicted Advice Regulation,” as well as serving as one of the experts on the “Ask the Experts – DC” panel.
ONEAMERICA TRAINING SEMINARS/WEBCASTS – Indianapolis
Ilene Ferenczy will be in Indianapolis July 31 – August 2 presenting a combined set of five topics providing six hours of CPE credit to the national employees of OneAmerica. She will be conducting sessions on “Compensation Consternation,” Makeover Your Takeover,” Top 10 Pitfalls of Plan Administration,” “Mergers & Acquisitions,” and Ethics & Professional Responsibility.” The presentations will be offered to employees at various times over the course of the three days and Ilene will be speaking to live audiences of local employees, with many more employees around the country tuning in via webcast.
ERISAPEDIA/FERENCZY BENEFITS LAW CENTER WEBCAST
On August 3rd, and repeated on August 15th, ERISApedia and Ferenczy Benefits Law Center will offer Part II of a two-part program focusing on EPCRS as part of our free research training series of webcasts. Ilene Ferenczy will partner with Tim McCutcheon of ERISApedia to present “EPCRS Part II: Corrections Tips and Tricks.” CE and ERPA credit will be available. For more information and to register for the webcast, go to www.erisapedia.com.
TRAINING SEMINAR – Houston
Negotiations are underway for Ilene Ferenczy to conduct a training event for the Houston area pension practitioners. The tentative date is August 10 and potential topics are still under discussion.
TPA STUDY GROUP
Alison Cohen will be in Dana Point, CA from August 9-11 conducting a study group meeting for several local TPA firms. At present, the topics have not been finalized.
MIDWESTERN SEMINAR SERIES – Cincinnati, Indianapolis, Fort Wayne
Ilene Ferenczy begins a three-day series of seminars for three unrelated entities from August 21-23. Due to their relatively close geographical proximity (Ameritas in Cincinnati, CEBS of Northern Indiana in Indianapolis, and ABC of Northern Indiana in Fort Wayne), these three groups are hosting full-day seminars back-to-back for their memberships. Ilene will spend a day at each location presenting an agenda comprised of “Keeping Current: A Washington Update,” “Give Your Plan Sponsors Best Practices,” “What’s the Deal With the Whole Fiduciary Thing?,” “Defective Plans and How to Cure Them,” and Ethics and Professional Responsibility.”
ASPPA BENEFITS COUNCIL OF ATLANTA – Atlanta
Alison Cohen and Ilene Ferenczy join forces on August 29 to co-present a luncheon workshop at the Buckhead Club on “Controlled and Affiliated Service Groups” to the metro Atlanta members of the ABC.