404.320.1100
Toll Free 1.866.515.5140

Ilene H. Ferenczy Speaking at Seminar
The attorneys of the Law Offices of Ilene H. Ferenczy, LLC 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@ihflaw.com, or call her at 404-320-1100, Ex. 103.

QUALIFIED 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 & Coverage Testing
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
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

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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?
Paying Fees and Expenses from the Plan

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
401(k) Plans
Ins (Deposits) and Outs (Distributions) of Roth 401(k) Plans
Roth 401(k) Plans

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

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 Contracts After the Final DOL 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?

PLAN CORRECTIONS/AUDITS TOPICS