You are probably wondering, first, how do you possibly make a full episode out of retirement plan document restatements and other related topics, and second, how do you make it interesting? Well, when you have Alison Cohen, ERISA Attorney and Partner at the Ferenczy Benefits Law Center, it is a piece of cake! Not much description need on this one, but plenty of good nuggets of info and best practices. Also, Alison mentioned a "Record Retention Policy Statement" which you can find a link to in the show notes.
Before we get started, if you have been enjoying the podcast please leave a review or rating on your favorite podcast service or app. That feeds the crazy algorithms and helps more people find the podcast.
Alison is a Partner with Ferenczy Benefits Law Center in Atlanta, Georgia. She advises clients on many issues related to qualified retirement plans, including design, mergers and acquisitions, audits, and operational issues. Alison commonly works with clients that have operational issues to guide them through the Internal Revenue Service (IRS) and/or Department of Labor (DOL) corrective programs, prepare corrective filings, and prepare and support clients through an audit conducted by the IRS and/or DOL.
Alison is a member of the Georgia and California State Bars. Prior to joining Ferenczy Benefits Law Center, Alison worked at a large bundled service provider for nearly 16 years as an Associate Vice President, Compliance Manager and Regulatory Liaison. As part of her responsibilities there, Alison served as a national speaker on audit and correction issues. She served on the Employee Plans Subcommittee of the IRS Advisory Committee on Tax-Exempt and Governmental Entities (ACT).
Alison has been actively involved with the National Institute of Pension Administration (NIPA) serving as a speaker, author, and developer/teacher, and received NIPA’s Excellence in Education Award in 2019. The award recognizes outstanding educators within the national membership who have made significant contributions and improvements to NIPA’s educational programs. She holds designations as an Accredited Pension Administrator (APA) and Accredited Pension Representative (APR) from NIPA. Alison is also the current President of the Pension Education Council of Atlanta. In 2019, Alison assumed co-authorship of “ERISA: A Comprehensive Guide,” along with Ilene H. Ferenczy.
401(k) Fridays Podcast Overview
Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 200 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!