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.
William Meyer, founder and CEO of SSAnalyzer.com, is a nationally recognized expert in Social Security claiming strategies. With Dr. William Reichenstein from Baylor University, he developed SSAnalyzer, the leading software for advisors. They provide comprehensive education and marketing programs that help financial advisors grow their business and give advice. His patented technology is recognized as the easiest to use with the deepest advice logic and is based on robust quantitative research. Meyer has been the featured speaker at national FPA, NAPFA, AICPA, and other practitioner events. He is a co-author of the Social Security eSource. Bill earned his Bachelors of Science degree in Psychology from UCLA and his MBA degree from the Anderson School at UCLA. He is a former Trustee of the Securities Industry Institute at Wharton and holds multiple securities licenses.
Dr. William Reichenstein is Social Security Solutions, Inc.’s Head of Research and a co-author of the Social Security eSource. Bill currently holds the Pat and Thomas R. Powers Chair in Investment Management at Baylor University. He has taught and researched in finance since 1978, with his recent work concentrating on the interaction between investments and taxes. Bill has written more than 130 articles for professional and academic journals. He is a frequent contributor to Journal of Financial Planning, Journal of Investing, Financial Analysts Journal, Journal of Portfolio Management, and Journal of Wealth Management, and is frequently quoted in the Wall Street Journal and elsewhere. Bill earned a BA in math from St. Edward’s University and his MA and Ph.D. in economics from the University of Notre Dame. He is a Chartered Financial Analyst (CFA).
S. Derrin Watson, J.D., is a pension attorney and educator, consulting, speaking, and writing about a variety of pension topics, including 401(k), 403(b), 457, and 409A plans, and Form 5500 issues. He has been involved with qualified plans since 1977 and had his first case involving controlled groups shortly thereafter. Derrin has maintained a strong interest in this area ever since and has become the leading authority on controlled group, affiliated service group, and leased employee issues. He has just released the 7th edition of his book, Who’s the Employer, A Guide to Employer and Aggregation Issues Affecting Qualified Plans on ERISApedia.com. In 2006, ASPPA awarded him its Educator’s Award for his work in providing professional education to plan practitioners.
Chuck Gouge is the Vice President of Sales & Marketing and manages the Eastern Sales Region for ERISApedia.com. He has over 30 years’
experience in the business and regulatory compliance field. Formerly the Director of the Retirement & Benefits Compliance
Group for Wolters Kluwer Law & Business (WK L&B) as well as the General Manager of the TAGdata and ftwilliam.com business lines after their acquisition by WK L&B until June of 2013. Prior to his general management role, Chuck was the director of Sales & Marketing for the Health & Human Resources division of CCH (Commerce Clearing House). Also during his career with CCH and Wolters Kluwer, Chuck led various sales divisions in several locations around the US. Chuck received his B.S.B.A degree in Accounting from East Carolina University in Greenville, NC.
Chuck works out of our office near Clemson, SC.
Office Phone: 704-908-3505
View sales territories
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
Joanne K. Pecina is the Vice President of Sales for the Central and Southeast Region for ERISApedia.com. She started her employee benefits career in 1979, administering qualified retirement plans. Joanne, over the years, has worked in most all phases of the retirement industry, including plan administration, plan design, documents, reporting, consulting, presentations, marketing and sales in the small to mid-size markets. In January of 2004, Joanne joined the Technical Answer Group (TAGdata) as Marketing & Sales Manager, with the intent of doubling sales of the subscription answer service. That goal was accomplished, and in July of 2007, TAGdata was sold to Wolters Kluwer Law & Business. Joanne continued her career at Wolters Kluwer Law & Business into 2014, managing all TAG major accounts, product sales and overall customer management.
Joanne works from our office in Atlanta, Georgia
Email address: email@example.com
Office Phone: 770-999-0819
View sales territories
Maureen Pesek is the Vice President of Sales for the Western Region for ERISApedia.com. 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
View sales territories