Our Events Archive
Ethics in Action with Ilene Ferenczy
Life is full of ethical questions and challenges and a considered ethical framework can help you to make the right choices when the time comes. This webinar will review the IRS practitioner requirements, coupled with fun (yes, really!) and interactive case...
Missing Participants & Distributions with Ilene Ferenczy
Missing participants have long plagued plan sponsors and Third Party Administrators. The U.S. Department of Labor recently shared some warning signs they look for on Form 5500s which indicate that a plan has a problem with missing participants. They also shared...
Software Demonstration
Interested in learning more about PensionPro? Join us for a free software demonstrations to learn about how we handle 5500s and many other of the key features on April 1st at 2.00pm ET. Register here.
DOL Cybersecurity Guidance
By now, everyone should have at least heard that the DOL released soft guidance regarding cybersecurity and expectations for service providers. In the field, the DOL is already asking for the recommended documentation during investigating. This is a further...
The CARES Act Applied (Session 2)
2020 has been filled with new legislation that affects the retirement plan industry. From the SECURE Act to the CARES Act don't miss TPA expert and ERISA Attorney Ilene Ferenczy explain how these changes affect your TPA compliance operations. These...
The CARES Act Applied (Session 1)
2020 has been filled with new legislation that affects the retirement plan industry. From the SECURE Act to the CARES Act don't miss TPA expert and ERISA Attorney Ilene Ferenczy explain how these changes affect your TPA compliance operations. These...
Responding to Incidents (Breach, Service, Systems)
(Open to owners and management only) Your mitigation plans are in place and your employees are prepared, but an incident occurs. Now it’s time to put your incident response plan into action, ensuring that transparency is among the highest priorities. Takeaway...
Cyber Security Insurance Policy Review
(Open to owners and management only) Do you know what your cyber security insurance policy covers? Do you know what penalties are incurred if you experience exposure? Get an insurance attorney’s perspective to ensure you’re covering all your bases. Special Guest...
Security Awareness (Part 2)
How can you better protect yourself from cyber threats? Join us for foundational security training to learn best practices on protecting yourself from cyber attacks.
Security Awareness (Part 1)
How can you better protect yourself from cyber threats? Join us for foundational security training to learn best practices on protecting yourself from cyber attacks.
Planning for Disaster
(Open to owners and management only) You’ve heard it before and it’s never been more relevant: failing to prepare is preparing to fail. Discuss how to prepare for a disaster so that your business suffers minimum downtime. Business continuity and data recovery are...
Managing Risk
(Open to owners and management only) Learn best practices for evaluating both internal and external threats to your organization. We will focus on data, personnel, and technology to create tangible plans and policies. Takeaway Templates: Vendor Security Checklist,...
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