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The Law Offices of Ilene H. Ferenczy maintains an active presence in the retirement plan and benefits community through speaking engagements, training seminars, presentations, and webinars for our individual clients and for benefits and retirement professional organizations’ conferences, both locally and nationwide.

UPCOMING EVENTS

NEW 408(b)(2) REGULATIONS WEBCAST
On July 15, a webcast is tentatively scheduled for NIPA during which Ilene Ferenczy will discuss the new 408(b)(2) regulations (assuming that the new regs are out by that date).

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WESTERN BENEFITS CONFERENCE
Ilene Ferenczy will co-present “How to Turn Benefits M&A from M&Ayhem to M&Agnificent” with Michelle Esser of Wescorp, Inc. at the annual ASPPA Western Benefits Conference in Los Angeles on July 18-20. The presentation will discuss problems that can arise due to a lack of plan sponsor experience with M&A benefits issues on the part of both companies, and will point out, from both a client and attorney perspective, tips to make sure the transition goes smoothly. With proper information flow, planning and creativity, the M&A process can be controlled and productive.

CHICAGO ADVANCED PENSION CONFERENCE
Ilene Ferenczy will be presenting during the 2010 Advanced Pension Conference sponsored by SunGard in Chicago during the last week of August. She will be co-presenting the opening session, “Keeping Current,” with Derrin Watson of SunGard, which will be a session devoted to the recent development with Congress, the IRS, the DOL and the courts. Additional topic responsibilities have not yet been finalized, but Ilene is always a part of the popular “Pension Jeopardy” contest, as well as the “Ask the Experts” closing session.

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RECENT EVENTS

FERENCZY FIRM CELEBRATES FIFTH ANNIVERSARY

On October 1, 2009, The Law Offices of Ilene H. Ferenczy, LLC, celebrated its fifth year as a firm specializing in ERISA law. The highlight of the celebration was the unveiling of a stunning etched glass sign bearing the distinctive firm logo. The sign was a gift from the staff in appreciation and acknowledgement of Ilene’s nationally recognized expertise and successful attainment of an all-important five-years-in-business milestone.

The sign was installed while Ilene was teaching a seminar out of town. She returned to her office and was surprised by well-wishers and staff who gathered for the unveiling. Rarely at a loss for words, Ilene was speechless.

The fifth-year anniversary celebration was a crowning achievement of a long-held dream. Starting out, literally in the basement of her own home in 2004, with one paralegal, boxes for furniture, and a few loyal clients whose business Ilene nurtured, the firm added two attorneys within two years. It was standing-room only when the firm moved into proper office space in the Century Center complex, in metro-Atlanta. Although the legal staff willingly moved to the new quarters, the family’s three dogs and cat had to stay behind. In 2007, additional staff was added and the firm moved again to larger offices in the Century Center complex. Ilene had underestimated the rapid growth of her dream. The firm now boasts four attorneys and two paralegals, all working to provide practical employee benefits solutions to an increasing number of local, national, and international clients.

GEORGIA STATE UNIVERSITY COLLEGE OF LAW
During the Spring 2010 Session at Georgia State University College of Law, Ilene Ferenczy served as an adjunct professor teaching an Employee Benefits Law course. The class consisted of a survey of the taxation and other legal principles applicable to the basic forms of retirement plan arrangements, including qualified and non-qualified plans, defined benefit and defined contribution plans, individual retirement arrangements, and multi-employer plans. The course also reviewed employee welfare benefit plans, including medical benefit plans and cafeteria plans.

ERPA (ENROLLED RETIREMENT PLAN AGENT) CONFERENCE
On June 17-18, Ilene Ferenczy co-presented at the ERPA Conference in Chicago with Monika Templeman of the IRS. “Nonamenders and Plan Amendments” was the subject, and the session covered the nonamender rules, plan amendments, and what is expected of an ERPA when working with the IRS on nonamender issues.

PANEL OF EXPERTS PARTICIPATION
Gina Farmer was a participant on a panel of experts for the Atlanta Society for Human Resources Management (SHRM) during their June 16 meeting. The topic concerned plan sponsors’ basic fiduciary responsibilities under the law and was titled “What to Expect from an Employee Benefits Security Administration (EBSA) Investigation.

MID-ATLANTIC BENEFITS CONFERENCE
Ilene Ferenczy presented at the Mid-Atlantic Benefits Conference in Philadelphia on May 24-25 on the topic of “Plans & M&A Partial Termination – Pre- Post-Deal Terminations.” The discussion centered on the impact of corporate transactions on the operation of qualified retirement plans and the practical issues being faced by the participants’ clients.

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