2025 Was Loads of Fun…Wasn’t It?

Join Alison Cohen and Adrienne Moore from Ferenczy Benefits Law Center as they delve into the exciting (and sometimes baffling) machinations of the government, including a review of SECURE 2.0 guidance released. Adrienne and Alison will also provide updates on other regulatory changes, along with some interesting cases, and, of course, their perspectives and humor.  Thanks to our platinum sponsor, PIMCO, for providing this engaging CE event for our members.

1 hour of CE credit and lunch will be provided!

Event Details

Location: Capital Grille at Perimeter- 94 Perimeter Center W, Dunwoody, GA 30346

Time: December 2nd,  11:45 am – 1:00 pm

Cost: Free for members, $30 for non-members

CE Credit: 1 Hour ASPPA/ NIPPA / ERPA

Sponsors: PIMCO

Don’t miss this incredible opportunity!!!

We look forward to seeing you there!

Alison J. Cohen, J.D., APA, APR

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. In 2019, Alison received NIPA’s Excellence in Education Award, which recognizes outstanding educators within the national membership who have made significant contributions and improvements to NIPA’s educational programs. Alison holds designations as an Accredited Pension Administrator (APA) and an Accredited Pension Representative (APR) from NIPA.  Alison is the former first President and an active member of the Pension Education Council of Atlanta (PECA). Alison is a co-author of The Plan Correction eSource and in 2019 she also assumed co-authorship of ERISA: A Comprehensive Guide. Alison speaks frequently on qualified retirement plan topics and issues, bringing a sense of humor and practical solutions to clients, colleagues, and industry professionals.

Adrienne I. Moore

Adrienne I. Moore, J.D., is a Partner with Ferenczy Benefits Law Center in Atlanta, Georgia, where she works on all types of qualified retirement plans and related issues.

She analyzes operational and ERISA compliance plan issues, advises clients with respect to corrective procedures, prepares corrective filings for submission to the Internal Revenue Service and the Department of Labor, and assists various plan service providers with reporting and disclosure requirements in their client service agreements.  In addition, Adrienne was a contributing author to ERISA:  A Comprehensive Guide, serves as the co-editor in chief to the Journal of Pension Benefits and, writes a semi-annual column on Plan Corrections. Adrienne is also a member of the National Institute of Pension Administrators NAFE (NIPA Annual Forum & Expo) Committee and is a frequent national speaker on retirement plan issues.

Adrienne’s studies at the University of Georgia School of Law in Athens, Georgia, included several courses in tax and business law.  During law school, she was a notes editor for the Journal of Intellectual Property Law and later interned with the U.S. Securities and Exchange Commission.  Prior to joining the Firm, Adrienne worked in the E-Discovery practice group of a large Atlanta law firm specializing in cases involving products liability and government investigations.

Thanks to our Sponsor for this event!