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DWC - The 401(k) Experts

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(Telecommute / Dallas TX / University Place WA / The Woodlands TX)

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401K Generation
(Altamonte Springs FL)

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(Atlanta GA)

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Retirement Plan Consultant

Cetera Retirement Plan Specialists

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Defined Contribution Plan Administrator

The MandMarblestone Group, llc
(Telecommute / Philadelphia PA)

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Retirement Plan Manager / Senior Administrator

Southern Pension Services
(Tampa FL)

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So, You Think You're Ready for the Tricycle DC Restatements?

Oct. 21, 2020
2:00 p.m. ET

Presented by: Alison J. Cohen, J.D., CPC, Adriana M. Starr, Esq. and Adrienne I. Moore, Esq.

The Ferenczy 'A-Team' is back (with Ilene H. Ferenczy and S. Derrin Watson giving color commentary)! Successfully mastering the art of the defined contribution restatement period requires a lot - planning, thought, more planning, technical knowledge, and possibly a Harry Potter time-turner. Regardless of which document vendor you use, the team at Ferenczy Benefits Law Center will walk you through many of the key considerations to ensure technical knowledge and skills, exceptional customer service, employee sanity, profitability, and lower liability. Done right, this nightmare can prove to be a dream for marketing and sales opportunities for a TPA.  

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