The outstanding achievements of this organization are the results of the combined efforts of each individual.
Check out these great reviews!
I recognize I have to be the subject matter expert for my firm as we navigate unchartered waters in this space. Thank you for arming me with the foundational knowledge to move ahead with some confidence. Your work matters!
"Alison has the wonderful gift and unique ability to make what some might call a dry topic interesting and informative!"
I really appreciate Ilene's expertise. We know if we present to her that we're going to always get the correct information.
"We are all incredibly excited to have Ilene speak at the Employee Benefit Institute’s annual conference. She is among the most dynamic and interesting presenters in the retirement plan field.”
Thanks SO much to you and your team. This was one tough auditor! I am very grateful for your knowledge, expertise, experience and professionalism. You are all the best!!! Platinum Pension Group, LLC
"My Mom retired from her job as a Registered Nurse at the local hospital after 33 years of service. The hospital tried to void all but 10 years of her service for a grandfathered retirement plan, offering my Mom a mere third of the benefit that she was entitled to. With Ilene's expertise, we were able to wage a successful battle with the hospital. Not only did the hospital pay Mom her rightful retirement in full, but they paid interest on it for the two years it took to settle, and reimbursed my parents the legal and professional fees that they paid. Almost all of Ilene's time was done pro bono because she felt that the hospital's actions were so egregious and my parents, now living on Social Security benefits alone, were not in the position to pay. Ilene didn't have to do that, but it goes to show the type of person that she is. On behalf of my parents and myself, we are eternally grateful!"
“Your team has been fabulous to work with. Thank you all for straightening me out!”
Thank you and thanks to your staff for a great presentation today. We really appreciate the effort your team puts into the webinar each year. They are easy to work with on the set-up and provide a variety of knowledge to the case studies. The number of attendees for this webinar is attributable to your reputation (WP&BC Governing Board Ethics Webinar).
Regarding the 2017 Pensions on Peachtree Conference, I wanted to thank you for putting on a top notch event. We thoroughly enjoyed not only the information/instruction, but also the social aspects of this event and look forward to attending for many years to come.
Thank you for all of your efforts on behalf of VTI. Not only are we pleased with the outcome, but you made this a much easier process by being so nice to work with.
It’s always a pleasure to work with Ferenczy Benefits! As the foremost experts in 3(16) Services, you have been invaluable in helping us set up our fiduciary services model. We are confident that we are offering our clients a premier service while mitigating the risk we take as a provider of fiduciary services. Thank you for being such a great partner!
I truly appreciated the way you listened to my concerns and addressed them in the documents. As you know, some attorneys listen better than others, and I am so appreciative that you are a good listener.
Our organization has enjoyed the opportunity to partner with Ilene for three separate retirement education programs in the last four years. Our audience is demanding, consisting of ERISA attorneys, retirement plan third party administrators, service providers, HR professionals, and advisors, and arrives at our events with the highest expectations. Ilene always delivers the technical content that our audiences expect. When we partner with Ilene, we do so with complete confidence that our audience’s time will be richly rewarded, and we are very proud to have her as an education partner.
Ilene is one of the best ERISA attorneys in our industry.