Speaker: Alison J. Cohen, Esq., CPC, Partner, Ferenczy Benefits Law Center
Experience Level for Attendees: All
IRS Program Number: CZTXU-Q-00810-17-O
Ever wondered 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. Learn how to strategize and analyze complex failures.
NOTE: 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 until 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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