RECORDED WEBINAR:

Let's Have Some Ethical Fun!

Originally Recorded on Tuesday, June 27, 2023

 (100 Minutes)

Alison J. Cohen

Partner

Ferenczy Benefits Law Center

Presentation Description

Here’s a chance for you to stretch your retirement plan thinking muscles. Life is full of ethical questions and murky, gray areas, and you need to be prepared to deal with them. Come join a lively discussion of Circular 230 and other ethical codes of conduct as Alison Cohen from Ferenczy Benefits Law Center, and her merry band, take you through a number of interactive case studies and share real client issues. You won’t believe it – but these are true.

Learning Objectives:

• Understand which rules in Circular 230 apply to your practice
  
• Learn how to navigate difficult client situations
  
• Apply lessons learned from cases worse than your own worst day
  

Speaker

Alison J. Cohen, J.D., APA, APR is a Partner with Ferenczy Benefits Law Center in Atlanta, Georgia.  Alison advises clients on many issues related to qualified retirement plans, including design, mergers and acquisitions, audits, and operational issues.   Alison commonly works with clients that have operational issues to guide them through the Internal Revenue Service (IRS) and/or Department of Labor (DOL) corrective programs, prepare corrective filings, and prepare and support clients through audits conducted by the IRS and/or DOL.

Alison is a member of the Georgia and California State Bars.  Prior to joining Ferenczy Benefits Law Center, Alison worked at a large, bundled service provider for nearly 16 years as an Associate Vice President, Compliance Manager and Regulatory Liaison.  As part of her responsibilities there, Alison served as a national speaker on audit and correction issues.  She served on the Employee Plans Subcommittee of the IRS Advisory Committee on Tax-Exempt and Governmental Entities (ACT) and is a founding Board member of the Pension Education Council of Atlanta (PECA).  Alison has been actively involved with the National Institute of Pension Administration (NIPA) serving as a speaker, author, and developer/teacher, and received NIPA’s Excellence in Education Award in 2019.  The award recognizes outstanding educators within the national membership who have made significant contributions and improvements to NIPA’s educational programs.  She holds designations as an Accredited Pension Administrator (APA) and Accredited Pension Representative (APR) from NIPA.  Alison is also the current Secretary and past-President of the Pension Education Council of Atlanta.  Alison is a co-author of The Plan Correction eSource, former co-author of “ERISA: A Comprehensive Guide,” and has authored a number of articles for Plan Consultant Magazine, the Journal of Pension Benefits, as well as FBLC’s own Flash and Solutions library.

EDUCATION

J.D., University of San Diego School of Law, 1996

B.A., Rice University, 1992

BAR ADMITTANCES

Georgia, 2015

California, 1996

PROFESSIONAL ORGANIZATIONS

State Bar of California

State Bar of Georgia

Pension Education Council of Atlanta 

National Institute for Pension Administrators 

National Association of Plan Advisors

Continuing Education

• 2 hours CE for JBEA
• 2 hours CE for ASPPA
• 2 hours CPE for NIPA
• 2 hours CE for CEBS
• 1.5 hours of MCLE for California 

A Special Thank You to Our Sponsor

Sincerely,

Bridget Davidson 
Webinar Coordinator | Western Pension & Benefits Council 
(503) 866-6384 Mobile
PO Box 2023 | Gresham, OR 97030 
webinars@westernpension.org  |  www.westernpension.org

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