Tuesday, June 12, 2018
2:00 - 3:40 p.m. ET
Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLP
Experience Level for Attendees: All
IRS Program Number: CZTXU-Q-00810-17-O
Webcast Outline: Coming Soon.
Ever wonder whether you have the worst client in the world? These case studies will make you feel much better, but more importantly – you will learn how to lay out the puzzle pieces and figure out what you’re dealing with through case studies of the worst of the worst clients. Knowing how to strategize and analyze complex failures is a learned skill that these case studies will help you learn.
This webcast was preceded by a 50-minute ASPPA Webcast: “Understanding Employee Plans Compliance Resolution System (EPCRS): The Basics.” This on-demand recording is available on www.asppa-net.org
through March 22, 2019.
1. Control your shock and nausea listening to actual case studies
2. Discover how to dissect even the most complicated broken client
3. Enjoy the realization that your clients aren’t the worst ever
CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore
About the Speaker:
Alison J. Cohen, J.D., CPC, is a Senior Associate with Ferenczy Benefits Law Center LLP in Atlanta, GA. She advises clients on many issues related to qualified retirement plans, including design, mergers and acquisitions, audits, and operational issues. Alison is a national speaker on audit and correction issues, sat on the Employee Plans Subcommittee of the IRS Advisory Committee on Tax-Exempt and Governmental Entities (ACT) from 2013 to 2016 (served as Chair from 2015 to 2016), and currently sits on the ASPPA Retirement Plan Academy Advisory Group and the ARA Government Affairs Committee Legislative Relations Subcommittee.
|ASPPA Member: $115
||ASPPA Member: $45
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