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ONLINE WEBINAR: Ethics for TPAs and Other Professionals

  • 10 Dec 2015
  • 10:00 AM - 12:00 PM
  • ONLINE WEBINAR

Registration

  • A member of any chapter of the WP&BC in good standing.
Registration is closed
ONLINE WEBINAR: 
Ethics for TPAs and Other Professionals
with Ilene H. Ferenczy

Please join us for a timely webinar – Ethics for TPAs and Other Professionals - hosted by the Western Pension & Benefits Council Governing Board on Thursday, December 10th from 10:00am-12:00pm PST. This webinar will provide two Ethics CE Units for ASPPA and NIPA members, ERPAs, JBEA, CPAs in CA and ORE and MCLE in CA.

Representation of employee benefit fiduciaries, sponsors, and plans presents an assortment of ethical issues for practitioners. How far is too far in helping a client weigh the costs and benefits of a certain course of action? Is it always appropriate to rely on client-provided information without asking questions? Can inaction in the face of questionable client conduct pose ethical concerns for practitioners? During this informative webinar, our speaker, Ilene Ferenczy will present actual scenarios and provide insight into identifying the ethical considerations at play and arriving at an appropriate course of action.

About Our Presenter

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, Georgia, and Knoxville, Tennessee.  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 third-party administrators of employee benefit programs on technical and practice issues.  Having become an attorney after more than ten years as a third-party administrator, she brings a unique and practical approach to her advice.  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. 

She is a nationally known speaker on benefits issues, and has authored more than 85 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 (now The Plan Consultant).  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.  In addition to being a frequent live presenter, she has also recorded numerous webcasts and other e-learning tools for several organizations.  Ms. Ferenczy is a former adjunct professor in the College of Law at Georgia State University in Atlanta, Georgia, and on the Employee Benefits Advisory Board of the John Marshall Law School Center for Tax Law and Employee Benefits in Chicago, Illinois.

Cost: $50 for members, $65 for non-members. For those who cannot attend the live webinar broadcast, a recording of the webinar will be available within one week of the live webinar date. To register to receive a link to the webinar recording, just go through the regular registration process and a link will be sent to you via e-mail as soon as it is available. Please follow the link below to register using a credit or debit card. For group registration, please contact Kristen Sanchez directly at office@westernpension.org.



Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

WEBINARS:
webinars@westernpension.org

ANNUAL CONFERENCE:
frank@wpbcsf.org

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720-837-2426

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