The Presentation: 

Need two hours of ethics education?  Why not spend the time in a practically-based and entertaining session with Ilene Ferenczy and “The Ferenczy Benefit Players”?  We’ll cover Circular 230 Rules and how they apply to benefits practices and practitioners.  This session is intended to provide participants with the tools needed to recognize, evaluate, and reasonably solve ethical conundrums.

Get answers to questions like:

• What do you do with takeover clients who misstated information on Form 5500 in the prior year?
• Can you hold back work from a client who hasn’t paid you?
• What do you do if you’re an ERPA and your boss is not…and he/she wants to do something unethical?

Our Speaker: Ilene Ferenczy, Ferenczy Benefits Law

Ilene H. Ferenczy, J.D., CPC, APA, is the Managing Partner of Ferenczy Benefits Law Center, an employee benefits law firm in Atlanta, GA.  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 (NIPA).  Ms. Ferenczy is the 2007 recipient of ASPPA’s Educator of the Year Award, and the 2017 recipient of NIPA’s Excellence in Education 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 17^th edition.  Ms. Ferenczy also authored three textbooks about defined contribution plans for ASPPA’s education and examination program, is the author of the Qualified Plans module of ERISApedia.com, 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 past 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.

Ms. Ferenczy is a former member of ASPPA’s Leadership Council and a former co-chair of ASPPA’s Government Affairs Committee.  She works with ASPPA to lobby for favorable pension legislation and workable DOL, IRS, and PBGC guidance in relation to retirement plans.  She is also a Fellow in the American College of Employee Benefits Counsel, the highest honor awarded to ERISA lawyers.

Ms. Ferenczy’s extensive benefits experience and national reputation have qualified her to give testimony as an expert witness in ERISA litigation, and enabled the firm to be a member of the International Network of Boutique Law Firms.

Continuing Education: 

• 2 CE for AIF Certification 
• 2 CE for ASPPA certifications
  
• 2 CEC for NIPA certifications
  
• 2 CPE for CEBS
  
• 1.75 hours MCLE for California attorneys
  
• 2 hours for California CPAs
• 2 hour for ERPA and Enrolled Agents 
• 2 CE JBEA certifications