Alison is a Partner with Ferenczy Benefits Law Center in Atlanta, Georgia where 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).
Ilene H. Ferenczy, J.D., CPC, APA, is the managing partner of Ferenczy Benefits Law Center LLP, an employee benefits law firm in Atlanta, GA. Ms. Ferenczy advises clients on all types of employee benefit plans, particularly focusing 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, she brings a unique and practical approach to her advice. She is a member of the State Bars of Georgia and California, 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.
Chuck Humphrey is principal of the Law Offices of Charles G. Humphrey in Buffalo, New York. He was IRS and Labor Department attorney and has focused his practice in the area of ERISA and employee-benefits law for more than thirty-five years. Having practiced in governmental, large law firm, financial institution, and consulting settings, he brings a fresh approach to problem solving for his financial institution and plan sponsor clients. He currently chairs the American Bar Association (ABA) Subcommittee on Multiple Employer, Professional Employer Organizations, and Controlled and Affiliated Service Groups and sits on the Fiduciary Responsibility/Plan Investments Subcommittee of the ABA. He is an original and continuing member of the IRS Northeast Pension Liaison Committee and a member of the New England Employee Benefits Council. He is a former member the IRS National Determination Letter Committee. He holds an undergraduate degree in history from the University Michigan and a law degree from the University of Buffalo Law School. He is admitted to practice in New York and the District of Columbia.
S. Derrin Watson, JD, APM, is of counsel to the Ferenczy Benefits Law Center, with over 42 years of experience in dealing with retirement plans. He is also an ERISA educator, frequently providing web seminars with ERISApedia and making presentations at seminars and conferences. Previously, Mr. Watson worked with FIS with their Relius line of educational programs and still consults with them regarding their plan document products. His published works include Who’s the Employer, the 403(b) Plan eSource, and the 457 Plan eSource, all published with ERISApedia, where he handles their Ask the Authors service. In 2006, ASPPA awarded Derrin its Educator’s Award for his work in providing professional education to plan practitioners. He received his bachelor’s degree in accounting from BYU and his law degree from UCLA. Derrin is a Senior Editor of the Journal of Pension Benefits.
Norma J. McCutcheon, MBA, is the Chief Operating Officer of ERISApedia.com.
Norma has spent over 25 years in the healthcare industry in various management and executive positions. She has extensive experience in managing
large and small organizations. Before joining ERISApedia.com she was successful in securing financing, building and becoming CEO of a new specialty cardiac hospital in Milwaukee.
Norma received her MBA degree with honors from Northern Illinois University, DeKalb, IL and her BSN degree from Rockford College, Rockford, IL.
Norma works out of our Minneapolis, MN office
Email address: email@example.com
Office Phone: 612-605-2779
Timothy M. McCutcheon, JD, CPA, MBA, is the Publisher of ERISApedia.com and President of Burrmont Compliance Labs, LLC. Tim is the founder of ftwilliam.com, the most innovative document and government forms provider in the industry. He wrote the first web-based 5500 forms package and introduced the first retirement plan document e-sign system.
Tim is a member of the IRS Great Lakes TE/GE Council and a former member of the Information Reporting Program Advisory Committee of the IRS.
Prior to founding ERISApedia.com and ftwilliam.com, his law practice included counseling TPAs, financial service companies and other benefit service providers regarding qualified plan product design and compliance.
Tim received his JD (cum laude) from the University of Wisconsin-Madison. He is also a CPA and holds an MBA degree from the Kellogg School of Management at Northwestern University.
Tim works out of our Minneapolis, MN office.
Email address: firstname.lastname@example.org
Office Phone: 612-605-2262
Carrie Patchett has been employed as a data specialist for ERISApedia.com since 2017.
She became the Chief Specialist in 2018 and directs the data specialist function at ERISA.
She graduated from the University of Iowa with a Bachelor in Business Administration.
Carrie works out of our office in St. Louis, MO
Joanne is Vice President of Sales for the ERISA Compliance Research Suite at ERISApedia.com. She started her employee benefits career in 1979, administering qualified retirement plans. Over the years she has worked in most phases of the retirement industry, including plan administration, trust accounting, plan design, plan documents, reporting and consulting, presentations, marketing and sales in the small to mid-size markets. In January of 2004, Joanne joined an Atlanta compliance firm as head of the Sales & Marketing group and worked over the next several years to substantially expand the customer base. Joanne continued her career with a global publisher managing key National accounts, product sales and training as well as overall customer and project management.
In September of 2015, Joanne joined ERISApedia.com. Her focus at ERISApedia.com is on the ERISA compliance research suite of solutions. Joanne works with prospect and customers alike, showing them the state of the art interface, continually updated e sources, ease of use and the many intuitive features offered to create a great ERISA Research compliance experience.
Joanne serves on the Board of Directors for the Pension Educational Council of Atlanta (PECA), providing education for local and regional pension professionals. In her spare time, she enjoys cycling, golf, antiquing and volunteering for Atlanta Lab Rescue. She works out of our office located outside of Atlanta, Georgia.
Email address: email@example.com
Office Phone: 770-999-0819
Maureen Pesek is Vice President Sales with responsibility for customer relationships and business development tools. She spent most of her career at Target Corporation, Minneapolis, MN. During her over 20 year career at Target, she held several managerial positions in Internal Audit, Finance, Accounting and Human Resources. She graduated from the University of Iowa with a BBA and received her MBA from the University of St. Thomas in St. Paul, MN. Maureen also has a Master's in Education and spent several years teaching math to middle school students.
Maureen works out of our office in Minneapolis, MN
Email address: firstname.lastname@example.org