In-House Seminar Speakers
Ilene H. Ferenczy
Ilene H. Ferenczy, J.D., CPC, APA, is the managing member of The Law Offices of Ilene H. Ferenczy, LLC, in Atlanta, Georgia, where she advises clients on all types of employee benefit plans. Ms. Ferenczy particularly focuses her practice on qualified retirement plans, benefits issues in mergers and acquisitions, and advising third party administrators of employee benefit programs on technical and practice issues.
Having become an attorney after more than ten years as a third party administrator, Ms. Ferenczy brings a unique and practical approach to her advice. She is a member of the State Bars of California and Georgia, and holds designations as a Certified Pension Consultant from the American Society of Pension Professionals and Actuaries ("ASPPA") and Accredited Pension Administrator from the National Institute of Pension Administrators.
Ms. Ferenczy is a nationally known speaker on benefits issues, and has authored more than 60 articles for publications such as the Journal of Pension Benefits (where she is the Co-Editor), the Journal of Taxation of Employee Benefits, and The ASPPA Journal. Her book, Employee Benefits in Mergers and Acquisitions, an Aspen publication, is an essential tool in assisting both benefits and M&A professionals in handling complicated issues that are likely to arise in the wake of a merger or acquisition.
Ms. Ferenczy has authored three textbooks about defined contribution plans for ASPPA's education and examination program, and co-authored The Pension Termination Answer Book with Joan Gucciardi. She is a co-chair of ASPPA's Government Affairs Committee, where she works with the Committee to lobby for favorable pension legislation and workable DOL, IRS, and PBGC guidance in relation to retirement plans. Ms. Ferenczy is the 2007 recipient of ASPPA's Educator of the Year Award.
John P. Griffin
John P. Griffin, J.D., and L.L.M. (Taxation), has over 20 years experience in the employee benefits field. Mr. Griffin presently is a principal of Global Benefit Advisors, L.L.C., a pension consulting firm. Mr. Griffin was previously a Vice President of Pension Publications of Denver, Inc. (PPD) and a senior consultant with the Human Resource Advisory Group of Coopers & Lybrand. Mr. Griffin is also a Certified Financial Planner.
Prior to entering private consulting, Mr. Griffin worked in the Employee Plans Division in the National Office of the Internal Revenue Service (IRS) as a Tax Law Specialist. With the IRS, his primary responsibilities included the review of prototype retirement plans and the training of IRS personnel. Mr. Griffin also has seven years of experience with the U.S. Department of Labor.
Mr. Griffin has written numerous articles and lectured extensively on employee benefits topics. He also services as an editorial advisor for the Journal of Pension Planning and Compliance.
Mr. Griffin received his B.S., summa cum laude, in Economics and Business Administration from Towson State University, and his J.D. and Masters of Law in Taxation from the Georgetown University Law Center.
Charles D. Lockwood
Charles D. Lockwood, J.D., and L.L.M. (Taxation), has over 15 years experience in the employee benefits field. Mr. Lockwood presently is a principal of Global Benefit Advisors, L.L.C., a pension consulting firm. Mr. Lockwood was previously a Vice President of Pension Publications of Denver, Inc. (PPD) and a senior consultant with Coopers & Lybrand's Human Resources National Technical Services Unit in Washington, D.C.
Mr. Lockwood worked for 5 years in the Employee Plans Division in the National Office of the Internal Revenue Service (IRS) as a Tax Law Specialist. His responsibilities with the IRS included the review of prototype retirement plans and the training of IRS personnel. Mr. Lockwood was also the primary author of numerous IRS Revenue Rulings and Revenue Procedures, including Rev. Procs. 89-9 and 89-13 which established the current Master/Prototype and Regional Prototype Programs.
Mr. Lockwood has written numerous articles and lectured extensively on employee benefits topics.
Mr. Lockwood received his B.S. in Political Science from the University of South Florida, his J.D. from the University of Florida, and a Masters of Law in Taxation from the Georgetown University Law Center.
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