404.320.1100
Toll Free 1.866.515.5140

Carter Bevis

EDUCATION
MTx., Georgia State University, 1995

B.A., Vanderbilt University, 1990

Carter K. Bevis

Law Office Administrator and Pension Paralegal

2200 Century Parkway, Suite 560, Atlanta, GA 30345

404-320-1100 x 100 (t)

Carter K. Bevis is the paralegal for the Law Offices of Ilene H. Ferenczy, LLC in Atlanta. She specializes in qualified pension and profit sharing plans and has experience with nonqualified plans, employee stock ownership plans and tax-sheltered annuity plans for tax exempt organizations. Her expertise includes the documentation of retirement plans, performing operational compliance reviews for clients of various sizes, coordinating with companies whose plans are under audit by the IRS and Department of Labor, and reporting to the government for clients with annual Form 5500 filings.

Ms. Bevis has worked in the employee benefits field for over a decade, beginning her career in third-party recordkeeping while receiving her Master’s Degree in Taxation. She spent four years consulting with a “Big Five” accounting department, performing specialized plan reviews, assisting the employee benefit auditors, and preparing and filing hundreds of Form 5500s. Ms. Bevis has spent the last five years in the legal field as a paralegal at several law firms with Ms. Ferenczy.

Ms. Bevis is an experienced benefits professional with experience across a wide dimension of plan operations from documenting plans, to analyzing their actual operation, and finally assisting in their termination with both legal and logistical requirements.