CLEARVIEW ADVISORY FIDUCIARY SUMMIT – Atlanta
Clearview Advisory will be hosting this Fiduciary Summit on July 9 at SunTrust Park. Ilene Ferenczy will be providing an overview of recent and pending lawsuits and plan expenses to the participants.
ERISAPEDIA & FERENCZY BENEFITS LAW CENTER WEBCAST
Ilene Ferenczy and Derrin Watson will co-present a webcast on “Covering Coverage – From A to Z” on July 19, repeated on July 24. This webcast will be an expanded version of a similar one given last year, and it will be available for two hours of CE credit. Registration is not yet open, but to register closer to the event date, go to http://www.erisapedia.com/webcasts.
AMERITAS – Lincoln, NE
Alison Cohen will present a full-day training workshop to the staff of Ameritas in Lincoln. Her topics will be: “EPCRS Case Studies,” Controlled Groups,” “Ethics,” and “Washington Update.”
INDIANA CERTIFIED EMPLOYEE BENEFIT SPECIALISTS – Indianapolis, IN; and ASPPA BENEFITS COUNCIL OF NORTHERN INDIANA – Fort Wayne, IN
Ilene Ferenczy travels to central Indiana for two full-day training sessions to practitioners of two different professional organizations in mid-August. On August 15, she will be in Indianapolis speaking to the CEBS group, and on the following day she will be in Fort Wayne to address the ABC members there. Her topics for both sessions will be: “Keeping Current: Washington Update,” “Ethics,” “Covering Coverage – From A to Z,” “Controlled Service Groups,” and “Automatic Enrollment: The Not-So-Easy Button.” Seven hours of CE credit will be available to participants in both sessions.
FIS ADVANCED PENSION CONFERENCE – Chicago, IL
During September 5-7, Ilene Ferenczy will be one of the main presenters at this semi-annual conference. Two of the sessions will be conducted by Ilene alone, “Whoops, They Did It Again! Correcting the Errors Clients Make Again and Again,” and “How to Keep Your QDRO From Becoming a QUAD-DOH!” Two will be co-presented. Those topics for this fall’s training will be: “Keeping Current” and “Fiduciary Regulation Update.” In addition, Ilene will once again participate on the “Ask the Experts” panel and be a participant in the ever-popular “Pension Jeopardy” contest.
PENSIONPRO USER GROUP MEETING – Hershey, PA
Ilene Ferenczy has been asked to present a morning’s worth of CE to the attendees at PensionPro’s annual meeting on September 20. Details are still being worked out, but the presentation will probably consist of an Ethics session as well as an industry update.