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Leslie Bonacum
Neil Allen

CCH to Present “Pension Protection Act of 2006: What You Need to Know” Audio Seminar

(RIVERWOODS, ILL., August 14, 2006) – CCH, a leading provider of pension and benefits legal compliance information, is presenting a 90-minute audio seminar on the Pension Protection Act (PPA) of 2006, featuring Joan Gucciardi and Ilene H. Ferenczy, on Wednesday, August 23, at 2 p.m. Eastern,  1 p.m. Central. Along with Aspen Publishers, Loislaw and Kluwer Law International, CCH pension and benefits product lines are part of the Wolters Kluwer Law & Business group (

The Pension Protection Act of 2006 is the most sweeping legislation affecting retirement plans in the last 30 years. It raises funding requirements for defined benefit plans, allows automatic enrollment and provision of investment advice for participants in defined contribution plans and clarifies the legality of cash balance plans, making it more feasible for businesses to adopt hybrid plans for their employees.

“Anyone involved in retirement plans needs to get oriented on the provisions of this new law,” said Brian Hodge, CCH product manager. “Joan Gucciardi and Ilene H. Ferenczy have the background and real-world orientation to translate the hundreds of pages of the new legislation into a set of practical plans and priorities.”

Presentation Highlights

In this audio seminar, Ferenczy and Gucciardi will assist participants to: 

  • Understand the impact of accelerated funding requirements for defined benefit plans;
  • Learn about the new minimum funding rules for defined benefit plans;
  • Discover why cash balance plans may become the plan design of choice for many small plan sponsors;
  • Find out about the new opportunities available for combined defined benefit/401(k) plans;
  • Understand how investment advice may be provided to participants;
  • Learn about the new safe harbor 401(k) designs; and
  • Learn about the new distribution and deduction rules.

The seminar will include a live question-and-answer session.

About the Speakers

Joan Gucciardi of Gucciardi Benefit Resources, a division of Summit Benefit and Actuarial Services, Inc. (located in Eugene, Ore. and Wauwatosa, Wis.) is a senior consulting actuary. She has co-authored The 401(k) Answer Book (1992), 5500 Preparers’ Manual (1993-2001), The Pension Distribution Answer Book (2006), The Plan Termination Answer Book (2006), and The Pension Answer Book: Special Supplement: Cash Balance Plans (2003). She is a former vice president and board member of the American Society of Pension Professionals and Actuaries. Her professional designations include MSPA, MAAA, CPC, CLU and ChFC.

Ilene H. Ferenczy, JD, CPC, APA, is the managing member of The Law Offices of Ilene H. Ferenczy, LLC, in Atlanta, Ga., where she advises clients on all types of employee benefit plans. 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 10 years as a third party administrator, she brings a unique and practical approach to her advice. She is a nationally known speaker on benefits issues, and has authored more than 50 articles for publications such as the Journal of Pension Benefits (where she is the Co-Editor-in-Chief), the Journal of Taxation of Employee Benefits, and The ASPPA Journal.

How Audio Seminars Work

CCH’s live audio conferences require nothing more than a telephone connection. For the $199 per site fee, an unlimited number of listeners at a site can participate, get up to speed and in-the-know on these hot new topics.

Special Bonus

Along with detailed handout materials, each site registering will receive an audio CD of the conference – a $199 value.

How to Register

To register online using a credit card for “Pension Protection Act of 2006: What You Need to Know,” go to: To register by phone, call Customer Service at 1-800-775-7654 or 715-833-5426. Please have your credit card information ready.

About Wolters Kluwer Law & Business

Wolters Kluwer Law & Business is a leading provider of research products and software solutions in key specialty areas for legal and business professionals, as well as casebooks and study aids for law students. Its major product lines include Aspen Publishers, CCH, Kluwer Law International and Loislaw. Its markets include law firms, law schools, corporate counsel and professionals requiring legal and compliance information. Wolters Kluwer Law & Business, a unit of Wolters Kluwer, is based in New York City and Riverwoods, Ill.

Wolters Kluwer is a leading multinational publisher and information services company. The company’s core markets are spread across the health, corporate services, finance, tax, accounting, law, regulatory and education sectors. Wolters Kluwer has annual revenues (2005) of €3.4 billion, employs approximately 18,400 people worldwide and maintains operations across Europe, North America and Asia Pacific. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its shares are quoted on the Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.

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