Webinar: Keeping current by Principal

About this webinar

This informative and engaging virtual workshop will explore recent government updates, including the latest SECURE 2.0 Act guidance for third-party administrators (TPAs).

Led by Ilene Ferenczy and Alison Cohen from Ferenczy Benefits Law Center, this session will also cover other regulatory changes, interesting cases, and allow Ilene and Alison the opportunity to share their unique perspectives.

Complimentary continuing education (CE) credits will be offered for NIPA and ASPPA.

Agenda

Featured presenter(s)

Ilene H. Ferenczy

J.D., APA, CPC

Ilene is the Managing Partner of Ferenczy Benefits Law Center in Atlanta, Georgia, specializing in employee benefit plans, qualified retirement plans, benefits issues in mergers and acquisitions, and advising third-party administrators (TPAs) of employee benefit programs. With over 10 years of experience as a TPA before becoming an attorney, she brings a unique and practical approach to her advice. She is a member of the State Bars of Georgia and California, and has earned distinguished certifications and awards from the National Institute of Pension Administrators (NIPA) and American Society of Pension Professionals and Actuaries (ASPPA).

A nationally recognized speaker and author, Ilene has written numerous articles and books, including "Employee Benefits in Mergers and Acquisitions" and co-authored "ERISA: A Comprehensive Guide." She has served on various industry boards, including NIPA and ASPPA, and is a Fellow in the American College of Employee Benefits Counsel, the highest honor awarded to ERISA lawyers.

Her extensive benefits experience and national reputation have established her as an expert witness in ERISA litigation, and the firm is a member of the International Network of Boutique Law Firms.

Alison J. Cohen

J.D., APA, APR

Alison is a Partner with Ferenczy Benefits Law Center in Atlanta, Georgia, specializing in qualified retirement plans, including design, mergers and acquisitions, audits, and operational issues. She guides clients through Internal Revenue Service (IRS) and Department of Labor (DOL) corrective programs and audits.

A member of the Georgia and California State Bars, Alison previously served as Associate Vice President, Compliance Manager, and Regulatory Liaison at a large bundled service provider for 16 years prior to joining Ferenczy Benefits Law Center. She served on the IRS Advisory Committee on Tax-Exempt and Governmental Entities (ACT) and is actively involved with the National Institute of Pension Administration (NIPA), where she received the 2019 Excellence in Education Award.

Alison holds multiple designations from NIPA, and is the former first President and an active member of the Pension Education Council of Atlanta. She is a co-author of “The Plan Correction eSource” and “ERISA: A Comprehensive Guide.” Alison speaks frequently on qualified retirement plan topics and issues. She is known for bringing a sense of humor and practical solutions to clients, colleagues, and industry professionals.

Webinar details

Date: Thursday November 6, 2025

Time: 1:00 - 2:00 PM Eastern Time (US & Canada)

Cost: Free

Language: English(Customized)

Webinar ID: 4b63e7eaba84

Intended for Financial Professionals/Institutional

The views and opinions expressed in this presentation are those of Ilene Ferenczy and Alison Cohen from Ferenczy Benefits Law Center and should not be considered those of the Principal Financial Group®. Ilene Ferenczy, Alison Cohen, and Ferenczy Benefits Law Center are not affiliates of any company of the Principal Financial Group. You should consult with appropriate legal counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice.

Insurance products and plan administrative services provided through Principal Life Insurance Company®, a member of the Principal Financial Group®, Des Moines, IA 50392.

Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.

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PQ14090O | 4774334-082025 | 08/2025