Recorded Webinar: Ethics for TPAs and Other Professionals - 2017

When
31 Dec 2017
10:00 AM - 12:00 PM (PST)
Location
RECORDED WEBINAR

Registration

NON-MEMBER – $65.00
WP&BC MEMBER – $50.00
A member of any chapter of the WP&BC in good standing.

Registration is closed

RECORDED 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 14th from 10:00am-12:00pm PST. This webinar will provide two Ethics CE Units for AIF, ASPPA and NIPA members, CFP, ERPAs, JBEA, CPAs (CA and OR) and MCLE(CA).

The Presentation
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, an employee benefits law firm in Atlanta, Georgia. 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. Ms. Ferenczy is the 2007 recipient of ASPPA's Educator of the Year Award, and the 2017 recipient of the National Institute of Pension Administrators' (NIPA's) Educator of the Year Award.

She is a nationally known speaker on benefits issues, and has authored more than 100 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 17th 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.

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