Available Until, September 9, 2021
Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner – Ferenczy Benefits Law Center
Experience Level for Attendees: Intermediate
Target Audience: TPAs, administrators, advisors, recordkeepers
Keywords: Fiduciary, 3(16) oversight, Liability
IRS Program Number: CZTXU-Q-01187-20-O
Description: 3(16) administration has been around for a few years now and the pressure on TPAs to do this work remains. Is this just a fad, or is it here to stay? What services are people performing under this model? What are the advantages and disadvantages to a client of having 3(16) services performed? And, most importantly, what are the positive attributes and challenges faced by TPAs who do this work? Ilene Ferenczy, who focuses much of her practice on advising TPAs and other service providers to plans, will address these questions and more.
Learning Objectives
- Determine the type of 3(16) administrator you are or want to be.
- What must I do to make sure I take on only the liability I’m willing to accept?
- Changes in your firm – how to handle these new duties.
- Separate company for 3(16)? Why or why not?
- Don’t let this happen to you: 3(16) pitfalls to avoid.
Registration Deadlines:
Live: 09/09/2020
On-Demand: 09/09/2021
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA Noncore
About the Speaker:
Ilene H. Ferenczy, J.D., CPC, APA, is the managing partner of Ferenczy Benefits Law Center, an employee benefits law firm in Atlanta, GA. Ms. Ferenczy advises clients on all types of employee benefit plans, particularly focusing her practice on qualified retirement plans, benefits issues in mergers and acquisitions, and advising third-party administrators of employee benefit programs on technical and practice issues. She is a member of the State Bars of Georgia and California, and holds designations as a Certified Pension Consultant from the American Society of Pension Professionals and Actuaries (ASPPA) and Accredited Pension Administrator from the National Institute of Pension Administrators (NIPA). Ms. Ferenczy is a nationally known speaker on benefits issues, and has authored three books, three textbooks, e-courses, and more than 100 articles for publications such as the "Journal of Pension Benefits" (where she is the Co-Editor-in-Chief). She is the author of the Qualified Plans module on ERISApedia.com. Ms. Ferenczy is a member of ASPPA's Leadership Council, a former co-chair of ASPPA’s Government Affairs Committee, the 2007 recipient of ASPPA’s Educator of the Year Award, the 2017 recipient of NIPA’s Educator of the Year Award, and is also a Fellow in the American College of Employee Benefits Counsel, the highest honor awarded to ERISA lawyers.
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