404.320.1100
Toll Free 1.866.515.5140

ERISA attorney, Ilene Ferenczy, speaks on a variety of benefits law topics, including fiduciary liabilities and retirement plan legal documents.
The attorneys of Ferenczy + Paul LLP speak on a variety of ERISA-related topics, locally and nationally, at benefits conferences, and for TPA firms, accounting firms, benefits organizations, and educational institutions.

If you would like to inquire about having one of our attorneys present at your organization, contact Marta Ward at mward@ferenczypaul.com, or call her at 678-399-6603.

QUALIFIED RETIREMENT PLAN TOPICS

403(b) Plans Under the New Final Regulations
Compensation Consternation
Controlled & Affiliated Service Groups
DB & DC Plans: A Basic Overview
DB/DC Designs and Comparisons
DB/DC Plan Design (overview for non-actuaries)
DC Participant Reporting Puzzle
Defined Benefit Plan Administration (overview for non-actuaries)
Frozen and Terminating Plans
Mandatory Communications in a Wired World: Disclosures and Electronic Consent
Merging Plans
Nondiscrimination Testing and MaximumBenefits for Retirement Plans
Overview of Retirement Plans and the Laws that Govern Them
Participant Issues in a Troubled Economy: Loans & Hardship Distributions
Participant Loans
Participants' Statements and Notices Under PPA: What You Need to Know
Plan Amendments and Restatements
Plan Distributions from A to Z
Plan Design in a Recession
Retierment Plan Design & Operation (introduction for non-pension practitioners)
Plan Design Scenarios
Plan Documents: Lost Between GUST and EGTRRA Restatements
Plan Mergers & Terminations: When We Need to Say Goodbye to a Plan
Sticky Prototype Plan Provisions (client specific)
When Plan Sponsors Merge: Concerns and Comments
Bankruptcy & Retirement Plans
Beneficiary Issues
Funding Notices and Other Disclosures (DB plans)
You've Gotta Have HEART (HEART legislation)
Restricted Distributions in DB Plans
412(i) Plans – Then and Now
Common Pitfalls with Partial Plan Terminations and Orphan Plans
Coverage Testing and Cross Testing
Miscellaneous Trifecta: Roth, Compensation, and Exiting Safe Harbor Plans
Nonamenders and Plan Amendments
Keeping Current: A Legislative, Regulatory, and Litigation Update
QDRO Procedures
Wacky Assets
Multiple Employer Plans: Practical Considerations and Market Overview
Multiple Employer Plans: The Final Debate
Plan Terminations Including 403(b)
Why Is My Business Your Business?

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FIDUCIARY TOPICS

Current Issues for Fiduciaries & Their Advisors
DOL Update
Fiduciary Cornucopia (case study based)
Fiduciary Issues and Prohibited Transactions
Fiduciary Issues: Today and the Possibly Changing Landscape
Fiduciary Fun (case study based)
Fiduciary Rules and Investing Plan Assets
401(k) Investment Issues After PPA '06
Investment Advice and Qualified Default Investment Alternatives
Investment Advice in Participant-Directed Plans
What's in Your Wallet? Paying Fees and Expenses with Plan Assets
Fee Disclosure Requirements - Who Needs to Tell Whom What?
Fiduciary Tips from an ERISA Attorney
Protecting Your Company’s Fiduciary Responsibility for Retirement Plans – A Strategic Review to Ensure Compliance
Fiduciary & Service Agreement Issues for Financial Advisors
Fiduciary Liability and the 401(k) Plan (for CPAs)
Fiduciary Fallout: Educating Clients on Fiduciary Duties and Protecting Yourself
Practical Techniques for Meeting Your Fiduciary Responsibilities
Participant-Level Fee Disclosure (ERISA §404(a)(5) and Service Provider Fee Disclosure Requirements
Plan Fees and Expenses: ERISA Rules, Regs, Under §408(b)(2), Service Agreements
DB Plan Terminations: Start to Finish
Multiple Employer Plans: Practical Considerations and Market Overview
Multiple Employer Plans: The Final Debate
Fiduciary "To-Do" List 2012
Primer on Prohibited Transactions – Penalties, Corrections and Reporting

401(k) TOPICS

A Quickie Roth Overview
ABCs of 401(k)
Automatic Enrollment Update (with Qualified Default Investment Alternatives)
Creative ADP Testing Solutions
Final 401(k) Regulations
401(k) Compliance Testing and Corrections
Roth Contributions to 401(k) Plans
Ins (Deposits) and Outs (Distributions) of Roth 401(k) Plans
ADB/ACP Testing: Back to Basics and Then Some
401(k) Plan Audit Preparation Strategies

MERGERS AND ACQUISITION TOPICS

Employee Benefit Considerations in the Sale of a Privately Held Business
Employee Benefits Issues In Mergers and Acquisitions
Problems in Mergers and Acquisitions
How to Turn Benefits M&A from M&Ayham to M&Agnificent
Plans & M&A: Partial and Deal-related Terminations, the Economy, Etc.
Mergers & Acquisitions Overview – A TPA's Perspective
Ramifications of Retirement Plan Mergers & Acquisitions
Retirement Plans: M7A and Spin-Offs

PRACTICE MANAGEMENT TOPICS

Top 15 Pitfalls of Plan Administration
Administrator's Professional Responsibilities: How to Practice More Safely and Without Fear
Working with Bundled Products
Anatomy of a Malpractice Case: How a TPA Defendant Set Itself Up for Loss
Service Provider Liability: Tips to Avoid Getting Sued
Managing Client Relationships and Limiting Liability
Reducing TPA Liability
Engagement Letters Under Final DOL 408(b)(2) Fee Disclosure Regulations
Restating Your Pre-Approved Plan…And Loving It!
Things I Know Now as a Lawyer…That I Wish I Knew Then as an Administrator
Yes, Women Do Run Businesses Differently - So?
Designing Service Agreements After Fee Disclosure
Client Service Agreements Incorporating §408(b)(2) and More
DOL Fee Disclosure Updates/Best Practices
Plan Compliance: Operating Your Retirement Plan Correctly (geared to HR, finance, and others working with plans)
Practical and Ethical Ways to Limit Your Liability and Enjoy Your Practice
Seven Simple Steps You Can Take to Improve the Compliance of Your Plan
Sticky Prototype Plan Provisions and Compensation
Aristotle & ERISA: A Case Study Approach to Ethical Dilemmas in Being a Benefits Professional
Ethics for the TPA Business Owner
What Do I Do When My Client Does…?

PLAN CORRECTIONS/AUDITS TOPICS

Examining IRS Examinations and Enforcement - How to Get Out of an IRS Audit Alive
Fixing the Broken Plan – EPCRS (Rev. Proc. 2008-50)
IRS & DOL Voluntary Compliance Programs: Correcting Plan Problems
How to Fix Common Errors: EPCRS Case Studies
IRS and DOL Correction Programs
Knowing When Your Client's Plan is Broken and Fixing It
Practical EPCRS Magic
Whoops, Did I Do That? Using DOL Correction Programs to Fix Problems
Choosing the Most Effective Plan Correction Option
Plan Correction: Correcting the Top 10 Failures

QUALIFIED RETIREMENT PLAN TOPICS

FIDUCIARY TOPICS

401(k) TOPICS

MERGERS AND ACQUISITION TOPICS

PRACTICE MANAGEMENT TOPICS

PLAN CORRECTIONS/AUDITS TOPICS

OTHER TOPICS