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TPA BOOT CAMP

January 23, 2019 @ 11:30 am - 4:00 pm EST

$25.00 – $75.00

Come join us for PECA’s Inaugural Event – TPA BOOT CAMP

(discounted pricing to celebrate our first event will be $25 for Members / $75 for Non-Members)

Be the Best That You Can Be:  Tools to Conquer the Testing Season!

The Pension Education Council of Atlanta (PECA), is pleased to invite you to this much needed, hands-on workshop on the nuts and bolts of critical functions for TPAs.  Refresh yourself on performing calculations by hand!  We will present on:

  • ADP and ACP Testing….by hand
  • Calculating Self-Employment Income for Plan Purposes – by hand
  • How to effectively communicate testing results and options to your clients – by voice

Come join Ilene Ferenczy, Esq., APA, CPC, Alison Cohen, Esq., CPC, and Joni Jennings, CPC, QKA, ERPA for a “hands-on” workshop to learn the mystery behind the magic of essential calculations you will be doing for your clients over the next few weeks! We will also feature a panel discussion with our speakers, tackling some of the tough testing issues that arise during this time of year!   Once you are done calculating, we will prepare you to successfully communicate the results and have those difficult conversations with clients who didn’t do so well.

Bring your calculator, pencil and paper and get ready to experience TPA Boot Camp with the best in the business.  You will be in the best shape ever!

Waffle House will be catering lunch from 11:30 – Noon

THE FIRST OF MANY AMAZING EVENTS COMING YOUR WAY FROM PECA.

Details

Date:
January 23, 2019
Time:
11:30 am - 4:00 pm EST
Cost:
$25.00 – $75.00

Organizer

Pension Education Council Atlanta

Venue

Ferenczy Benefits Law Center – Main Floor Conference Room
2635 Century Parkway, NE
Atlanta, GA 30345 United States
+ Google Map
Phone
(404) 320-1100
View Venue Website

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