Secure 2.0: What you need to know now!

Please join us on February 16th at noon for as Ilene H. Ferenczy and Alison J. Cohen look at the SECURE 2.0 Act of 2022.  Out of the 350 pages of legislation, much of which won’t be effective for years to come, this session will focus on the items that are immediately effective or effective in 2024.  Narrowing the provisions that will be discussed will allow for a more in-depth analysis and time for questions.  Ilene and Alison will approach the topic with service providers in mind, and a practical eye, and highlight areas that will require system and administrative updates.

Two hours of CE credit for ASPPA, NIPA, and other organizations should be self-reported.  Certificates of attendance will be provided for those who have attended for the required amount of time. ERPA CE credit has been applied for and will be reported on behalf of each attendee who has requested it, attended for the required amount of time and provided a valid PTIN.

Lunch will be served.

About Our Speakers:

Ilene H. Ferenczy, J.D., CPC, APA, is the managing partner of Ferenczy Benefits Law Center LLP, 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. Having become an attorney after more than ten years as a third-party administrator, she brings a unique and practical approach to her advice. 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.

Alison J. Cohen, JD is a Partner with Ferenczy Benefits Law Center in Atlanta, Georgia where she advises clients on many issues related to qualified retirement plans, including design, mergers and acquisitions, audits, and operational issues. Alison commonly works with clients that have operational issues to guide them through the Internal Revenue Service (IRS) and/or Department of Labor (DOL) corrective programs, prepare corrective filings, and prepare and support clients through an audit conducted by the IRS and/or DOL. Alison is a member of the Georgia and California State Bars. Prior to joining Ferenczy Benefits Law Center, Alison worked at a large bundled service provider for nearly 16 years as an Associate Vice President, Compliance Manager and Regulatory Liaison. As part of her responsibilities there, Alison served as a national speaker on audit and correction issues. She served on the Employee Plans Subcommittee of the IRS Advisory Committee on Tax-Exempt and Governmental Entities (ACT).

Sponsors – Thank you to our Platinum Sponsors for this Event: