On October 3rd, ASPPA will be hosting a one-hour webcast for the national membership. Ilene Ferenczy will present “3(16) Services: Should I or Shouldn’t I?” For more information and to register, go to ASPPA’s website, www.asppa.org.
ASPPA ANNUAL CONFERENCE – National Harbor, DC
Ilene Ferenczy and Alison Cohen will attend this annual national conference during October 21-24. Ilene will present a session on “Limiting Your Business Liability,” and two sessions on EPCRS: “EPCRS Self- Correction Case Studies – Part I” and “EPCRS Self- Correction Case Studies – Part II.” In addition, Ilene will be a panelist in the “Ask the Experts” session. Alison will be presenting “Ethics: Doing What’s Right Even When It’s Tough.” Alison and Ilene will both participate in the always popular “Current Events” session featuring a host of pension notables in the format of Hollywood Squares.
Ilene will also stayed on at National Harbor after the conference to attend a national meeting of the NAACI.
ASPPA BUSINESS COUNCIL OF THE GREAT NORTHWEST – Seattle, WA
Ilene Ferenczy travels to Seattle on November 8th to present three sessions during a full-day workshop for the regional members. She will do a two-hour session on “Ethics,” and one-hour sessions on “Litigation Updates” and “State of the Retirement Industry.”
ASPPA REGIONAL CONFERENCE – Cincinnati, OH
The annual Cincinnati conference will be held this year on November 11-12. Ilene Ferenczy will again be one of the speakers and will be presenting “What TPAs Can Learn from ERISA Litigation,” and “Expanding Your Horizons: Best Practices-Idea Sharing at its Finest.” In addition, she will be a panelist during the “Ask the Experts” general session.
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.