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ASPPA Webcast: 3(16) Services: Should I or Shouldn’t I?

Available until October 3, 2019

Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner, Ferenczy Benefits Law Center LLP

Experience Level for Attendees: Intermediate

IRS Program Number: CZTXU-Q-00846-18-O

Webcast Outline

     On-Demand Registration

3(16) administration has been around for a couple of 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, addresses these questions and more.

Key Takeaways:
1. What are the risks of being a 3(16) administrator?
2. What challenges do 3(16) TPAs face that may not be expected?
3. What are the biggest mistakes TPAs make when deciding to do 3(16) work and how can they be avoided?

Registration Deadlines: 
On-Demand: 10/3/2019

CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore

About the Speaker
Ilene H. Ferenczy
 is managing partner of Ferenczy Benefits Law Center, an employee benefits law firm in Atlanta, GA. Ilene 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 and other service providers to employee benefit programs on technical and practice issues. Her book, Employee Benefits in Mergers and Acquisitions, is now in its 17th edition. She is a former member of ASPPA’s Leadership Council, a former co-chair of ASPPA’s Government Affairs Committee, and a member of the Board of Directors of the Atlanta ABC. She has been named Educator of the Year by both ASPPA and NIPA. In 2012 she was elected as a Fellow in the American College of Employee Benefits Council.

Individual Viewer Additional Viewers 
ASPPA Member: $57.50 ASPPA Member: $22.50
Non-Member: $90 Non-Member: $35


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:

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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
  • 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 and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

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.


Registration and General Questions
American Retirement Association Customer Support

Wednesday, October 3, 2018 - 02:00