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Lunch Meeting

  • Friday, October 19, 2012
  • 12:00 PM - 1:30 PM
  • Little America Hotel, 500 South Main Street, Salt Lake City, UT


(depends on selected options)

Base fee:

Registration is closed

Things I Know Now As A Lawyer ... That I Wish I Knew Then As An Administrator

TPAs need to be a little bit of everything: recordkeeper, lawyer, accountant, investment guru, sleuth, and fortune teller! As an attorney, Ilene Ferenczy has had the relatively unique experience of being able to look back on her days as a TPA with a mixture of pride and horror reliving the times when being a TPA meant that she had the exact mixture of skills to help her clients as no other advisor could, but also remembering times when being a lawyer might have added a little information that would have allowed her to do a better job.  Join Ilene as she shares the things that she knows now as a lawyer that she wished that she knew when she was a TPA, as well as the things that she believes TPAs understand better than lawyers and other service providers.

Ilene Ferenczy, JD, CPC, APA, is the managing partner of Ferenczy + Paul LLP, an employee benefits law firm with offices in Atlanta, Georgia and Sacramento, California.  Ms. Ferenczy 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 of employee benefit programs on technical and practice issues.  Having become an attorney after more than ten years as a third-party administrator, she brings a unique and practical approach to her advice.  She is a nationally known speaker on benefits issues, and has authored more than 70 articles for publications such as the Journal of Pension Benefits (where she is the Co-Editor-in-Chief), the Journal of Taxation of Employee Benefits, and The ASPPA Journal.  The 12th edition of her book, Employee Benefits in Mergers and Acquisitions, an Aspen publication, was released in the fall of 2011.  Ms. Ferenczy is an adjunct professor in the College of Law at Georgia State University in Atlanta, Georgia, and on the Employee Benefits Advisory Board of the John Marshall Law School Center for Tax Law and Employee Benefits in Chicago, Illinois. 

Please make your reservation by Wednesday, October 17.

Please feel free to reach out to WPBC with any questions.

Direct Questions To:

155 N 400 W
STE 400
Salt Lake City, UT 84103

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