ASPPA Webcast: Employee Plans Compliance Resolution Systems: Case Studies from the Darkside

By ASPPA Net Staff • November 28, 2017 • 0 Comments
Available until June 12, 2019

Speaker: Alison J. Cohen, Esq., CPC, Partner, Ferenczy Benefits Law Center

Experience Level for Attendees: All

IRS Program Number: CZTXU-Q-00810-17-O

Webcast Outline

   

Description 

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.

Key Takeaways:
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

Registration Deadlines: 
On-Demand: 6/12/2019

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.

Individual Viewer Additional Viewers 
ASPPA Member: $115 ASPPA Member: $45
Non-Member: $190 Non-Member: $70

 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact jlinney@usaretirement.org.

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the email address listed on your registration form.

  • Download a registration form.
  • Online: For credit card payment only. Receive an immediate email Registration Confirmation. 
  • Email your scanned registration form(s) and credit card information to accountsreceivable@usaretirement.org.
  • Fax your scanned registration form(s) and credit card information to 703-516-9308.
  • Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 
    For express/overnight deliveries (FedEx/DHL, etc.), send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association.

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email accountsreceivable@usaretirement.org and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
customercare@usaretirement.org