You're invited:
The Retirement Plan Practitioner of the Future

Date: December 1, 2015
Time: 9:00 a.m. PT, 10:00 a.m. MT, 11:00 a.m. CT, 12:00 p.m. ET
(Duration: 90 minutes with Q&A)

he 401(k) plan market has changed significantly since participant-directed investments became the norm. Following suit and given the recent legislative climate, anticipating and adapting to our industry’s realities is not only needed but mandatory for retirement plan professionals.

This webinar will outline many important considerations as we look to 2016 and beyond, and what the successful retirement plan practitioner of the future looks like. Topics include:

  • Future opportunities and challenges:
    • The Department of Labor and fiduciary regulations.
    • ERISA 3(16), 3(21), and 3(38)--What are the practical implications of being a fiduciary?
    • The Internal Revenue Service and operational compliance--Is the IRS making itself irrelevant?
    • Multiple Employer Plans and the possibility of Open MEPs.
  • Planning for the future--What you and your organization need to do to move forward and succeed.
This webinar will feature Ilene Ferenczy, managing partner of Ferenczy Benefits Law Center LLP.

About Ilene H. Ferenczy:
Ilene H. Ferenczy, J.D., CPC, APA, is the managing partner of Ferenczy Benefits Law Center LLP, an employee benefits law firm with offices in Atlanta, Ga and Knoxville, Tenn. Ms. Ferenczy advises clients on all types of employee benefit plans, particularly focusing her practice on qualified retirement plans, benefits issues in mergers and acquisitions, and advising TPAs of employee benefit programs on technical and practice issues. Having become an attorney after more than ten years as a TPA, she brings a unique and practical approach to her advice.

She is a nationally known speaker on benefits issues, and has authored more than 70 articles for publications such as the Journal of Pension Benefits (where she is the Co-Editor-in-Chief), The 401(k) Advisor, and The ASPPA Journal. Her book, Employee Benefits in Mergers and Acquisitions, an Aspen publication, is now in its 15th edition. Ms. Ferenczy also authored three textbooks about defined contribution plans for ASPPA's education and examination program, and was a prior author of The Plan Termination Answer Book.

She is a member of the State Bars of Georgia and California, and holds designations as a Certified Pension Consultant from the American Society of Pension Professionals and Actuaries (ASPPA) and Accredited Pension Administrator from the National Institute of Pension Administrators (NIPA).

We hope you are able to join us!