DC-2 TRAINING WORKSHOP – Atlanta, GA
On November 15-16, Alison Cohen and Ilene Ferenczy will be co-teaching an intensive two-day course designed to prepare attendees to take the Defined Contribution Administrative Issues – Compliance Issues (DC-2) exam. The course will be sponsored by the ASPPA Benefits Council of Atlanta. The DC-2 exam takes a deeper dive into the 401(k) rules and requirements to which students were introduced in DC-1. This course is required for any candidate seeking the Qualified Plan Administrator (QPA) designation and develops the skills of anyone administering 401(k) in a way that is practical and immediately useful. Alison and Ilene will spend two five-hour sessions to review the materials that participants need to know to successfully pass the DC-2 exam. For further information and registration, go to the ABC Atlanta website at abcatlanta.com under the Events tab.
ASPPA VIRTUAL CONFERENCE – Washington, DC
Ilene Ferenczy will travel to DC to be part of the panel for the popular ASPPA-sponsored semi-annual Virtual Conference on December 6. She will present Session 3: Ethics – Do’s and Don’ts for Those Administering Plans. She will also be a part of the “Ask the Experts” concluding session.
NATIONAL INSTITUTE OF PENSION ADMINISTRATORS (NIPA) – Webcast
On December 11, Ilene Ferenczy will conduct a webcast for the NIPA membership on “Ethics and Professional Responsibility.”
WESTERN PENSION & BENEFITS CONFERENCE (WP&BC) – Webcast
The WP&BC Governing Board in Sacramento will sponsor a 100-minute webcast with Ilene Ferenczy as the presenter on December 12. The webcast will cover Ethics, and include scenarios of common problems with discussions of possible solutions.