404.320.1100
Toll Free 1.866.515.5140


  • Employee Benefits in Mergers & Acquisitions, 2010-2011 edition, by Ilene Ferenczy

    Employee Benefits in Mergers and Acquisitions is an essential tool in assisting both benefits and M&A professionals in handling complicated issues that are likely to arise in the wake of a merger or acquisition. Includes legal and tax compliance issues, strategies to avoid costly litigation, and the soundest business practices for administering benefits and compensation plans in a merger and acquisition setting.
    > Order Book


  • Plan Termination Answer Book, Fourth Edition, by Ilene Ferenczy (with Joan Gucciardi)

    Plan Termination Answer Book helps you systematically address each issue that needs to be considered in the plan termination process and comply with the latest regulations, so you can avoid costly mistakes. From determining what options are available when terminating a defined benefit plan with insufficient assets to understanding the tax implications of outstanding loans on terminations, there's simply no other resource like it for busy pension plan professionals.
    > Order Book



  • Journal of Pension Benefits

    This quarterly journal provides pension professionals with new ideas, fresh insights, and expert views on key topics affecting plan design, compliance, and administration.
    > Subscribe to Journal

Defined Contribution Books



  • Defined Contribution Plans Volume I:
    Plan Qualification and Compliance Basics – 4th Edition

    Written in easy-to-understand language and including numerous examples and citations to the law, this first of a three-volume set is a comprehensive discussion of defined contribution plans. Required reading for ASPPA's DC-1 examination. This volume is a basic treatise on defined contribution plans and their operational requirements.
    > Order Book



  • Defined Contribution Plans Volume 2:
    401(k) Plans and Intermediate Administration Topics – 3rd Edition

    This volume covers all of the ins-and-outs of 401(a) plans, including nondiscrimination requirements, distribution rules, and participant-directed investments.
    > Order Book



  • Defined Contribution Plans Volume 3:
    401(k) Plans and Intermediate Administration Topics – 3rd Edition

    This volume covers more advanced defined contribution plan issues, such as cross-testing, controlled and affiliated service groups, ESOPs, and prohibited transactions.
    > Order Book

ARTICLES WE'VE WRITTEN


  • Articles

    We regularly contribute articles to the Journal of Pension Benefits (JPB) and other publications. Ilene serves as co-Editor-in-Chief of the JPB, a quarterly journal for pension professionals. To view our recent articles, click on the link below.
    > View Articles