Listen in on our first podcast featuring Alison Cohen discussing PEPs, MEPs, and SEPs with Rick Unser of 401(k) Fridays.
ERISAPEDIA/FERENCZY BENEFITS LAW CENTER FREE WEBCASTS (featuring FBLC presenters)
The next webcast in our series will be Thursday, September 24th from 2:00-3:00 pm (ET). The IRS has released their first batch of guidance on the SECURE Act. At 31 pages, Notice 2020-68 covers the new EACA tax credit, qualified birth and adoption distributions, IRA contributions after 70½, age 59½ distributions from pension and governmental 457(b) plans, difficulty of care payments, and amendment deadlines. It also gives us our first taste of new rules relating to vesting for long-term part-time employees. Join Derrin Watson and Ilene Ferenczy as they walk you through this guidance and how it will impact plans now and in the future.
On Wednesday, October 21st from 2:00-4:00 pm (ET), The Ferenczy ‘A-Team’ is back (Alison Cohen, Adriana Starr, and Adrienne Moore, with Ilene Ferenczy and Derrin Watson giving color commentary)! Successfully mastering the art of the defined contribution restatement period requires a lot – planning, thought, more planning, technical knowledge, and possibly a Harry Potter time-turner. Regardless of which document vendor you use, the team at Ferenczy Benefits Law Center will walk you through many of the key considerations to ensure technical knowledge and skills, exceptional customer service, employee sanity, profitability, and lower liability. Done correctly, this nightmare can prove to be a dream for marketing and sales opportunities for a TPA.
See registration link below, which will also give you information regarding archived webcasts.
CE credit is available for these webcasts. Registration is available via this link: http://www.erisapedia.com/webcasts. This link also contains more information on future free webcasts co-sponsored by ERISApedia and our firm, as well as the availability of past webcast recordings. If you have any questions concerning a webcast, contact firstname.lastname@example.org.
FIDUCIARY TRAINING WEBINARS
Alison Cohen and Ilene Ferenczy are collaborating with Clearview Advisory Group to present a series of training webinars on fiduciary issues. The next one is scheduled for September 16th, and the topic is “Communications: Not Another Notice!”
A month later, the next webinar on October 14th will be a lengthier session covering the topic “Everyone Tells Me I’m a Fiduciary. Is That Fatal?”
The final webinar will be held on December 9th and the topic will be “Identity Theft.”
Ilene Ferenczy, Alison Cohen, and Derrin Watson are presenting various training webinars to the staff members of several national companies over the summer and autumn months. The topics vary, but include: Ethics, the SECURE Act, the CARES Act, MEPs, Risk Reduction, Controlled and Affiliated Services Groups, and Mergers and Acquisitions.