Jeff is a partner in the Employee Benefit Plan Services Group of Frazier & Deeter.  His areas of expertise include employee benefit plan audits as well as compensation and employee benefits tax matters.  Jeff brings more than 18 years of experience with qualified plans, welfare benefit plans, non qualified plans and executive compensation issues.  This experience is supported by  a solid understanding of ERISA, DOL and IRS requirements and compliance, correction of plan defects, and reporting and disclosure in all areas of employee benefit plans.

Jeff offer’s public and private companies plan audit knowledge combined with a strong ERISA and plan operations background.  This combination provides a full service product to clients, covering virtually all aspects of a company’s employee benefit plan.  During his career, Jeff has performed plan audit and/or tax review/consulting services for over 800 different companies with plan asset bases ranging from five hundred thousand to five billion.  Jeff also consults with clients to ensure that the compliance and structure of their plans are appropriate and in line with the overall business strategy.

Before joining Frazier & Deeter, Jeff was director of the employee benefit plan audit practice for the State of Florida for Ernst & Young LLP.  During his tenure at Ernst and Young, Jeff was also a senior manager in the firm’s Human Capital Consulting group.  As a human capital consultant, Jeff developed the employee benefit plan audit tax review process which is currently used by the firm nationally.  His combined audit, tax and consulting background made Jeff the go-to individual nationally with regards to operational issues discovered during plan audits.  Prior to his 10 years with Ernst & Young, Jeff worked with another national firm in the tax department both preparing and reviewing various tax returns (including not for profit informational returns) and assisting with employee benefit plan reporting and consulting.

Jeff has spoken at the AICPA National Employee Benefits Conference and was an annual speaker at Ernst and Young’s National Employee Benefit Plan Services Group Forum.

WEBSITE:  www.frazierdeeter.com

E-Mail: jeff.james@frazierdeeter.com    Phone: 404.253.7552

Michael M. Kane is a Principal and Founder of Michael M. Kane & Associates. Mr. Kane’s responsibilities include operations, assessments and client advice. Mike has been in the advisory business for almost three decades. Mr. Kane has been recognized as prominent retirement plan advisory consultants. He has authored numerous articles and has been widely quoted in national retirement plan publications. Mike is also active on the lecture and workshop circuit. Prior to joining NRP and then LPL Financial, he served as the Director of Executive & Employee Benefits Strategies for New England Financial, a MetLife Company, and as Managing Partner. Before entering the financial services industry, Mike was an Officer in the U.S. Navy. He is an active member of the Center for Fiduciary Studies (fi360). Mike is also a CLU, ChFC and an Accredited Investment Fiduciary Analyst (AIFA). As an AIFA, he is one of the select few certified to conduct Fiduciary Assessments on Investment Stewards, Managers and Advisors. He also serves as an analyst for the Centre for Fiduciary Excellence (CEFEX). Mr. Kane holds a BS in Business Administration from Mount Saint Mary’s University and performed his graduate work at the George Washington University School of Business.

Website:  www.michaelmkane.com

Michael M. Kane & Associates:  2300 Lakeview Parkway, Suite 700, Alpharetta, GA 30009 Map It

Securities and advisory services offered through LPL Financial, a registered investment advisor, and member FINRA/SIPC. NRP is not affiliated with LPL Financial. Fiduciary Services offered for advisory relationships.

E-Mail: Mkane@n-r-p.com    Phone: 678-916-3969

Bill Bolling is the founder of the Atlanta Community Food Bank (ACFB) and has served as its executive director since 1979.  In this capacity he oversees the distribution of millions pounds of good but unmarketable food and grocery products each year through a network of more than 700 nonprofit partner organizations that feed the hungry, as well as other food banks throughout the southeast. Last fiscal year alone, ACFB distributed more than 25 million pounds of food and groceries.

He is a frequent speaker on topics related to hunger, poverty, regionalism, affordable housing and public policy reform. His skills in bridging various public sectors have made him a leader in strengthening the community to serve those most in need. Prior to his association with the Food Bank, he served as director of community ministries for St. Luke’s Episcopal Church in Atlanta.

Born and raised in Lexington, North Carolina, Mr. Bolling holds degrees from Central Piedmont College and Appalachian State University in Business and Education.  He received his Master of Arts degree in Psychology and Counseling from West Georgia College in 1976.  In July of 2003, he attended Harvard Business School, completing a course on Strategic Perspectives in Nonprofit Management. He has served as an adjunct professor in the School of Management at the Georgia Institute of Technology, and has taught at Georgia State, Emory and Oglethorpe Universities.

Mr. Bolling is a charter member of the Board of Directors of Feeding America, the national network of food banks (formerly America’s Second Harvest). He currently serves on the Regional Commission on Homelessness, the Nonprofit Advisory Committee of the Andrew Young School at Georgia State University, and the Faith Alliance of Metro Atlanta.  He is founder of the Atlanta Housing Forum, begun in 1988, and continues to serve as moderator of the Regional Housing Forum. He is past chair of the Board of the Regional Leadership Forum and the State of Georgia Housing Trust Fund Commission.

Georgia Trend Magazine has consistently named Mr. Bolling among their “100 Most Influential Georgians.” Awards include the 2009 Shining Light Award presented by Atlanta Gas Light and News/Talk 750 WSB, the 2009 Beacon of Light Award presented by BoardWalk Consulting, the 2005 Ethics Advocate Award presented by the Southern Institute for Business and Professional Ethics, Atlanta Regional Commission’s Golden Glasses Award for Visionary Leadership, the Martin Luther King Jr. Humanitarian Award, the Sidney Marcus Public Service Award of the Atlanta Fulton County League of Women Voters, UNICEF’s Child Survival Award, Georgia Department of Community Affairs Housing Champion Award, Atlanta Urban League Distinguished Community Service Award, and the John Van Hengel Hunger Fellow Award presented by Feeding America.

Website:  http://www.acfb.org

Atlanta Community Food Bank: 732 Joseph E. Lowery Blvd., NW Atlanta, GA 30318 Map It

Get Involved:  http://acfb.org/info/involved/

E-Mail: bbolling@acfb.org    Phone: (404) 892-9822

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, 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. She 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-in-Chief), the Journal of Taxation of Employee Benefits, and The ASPPA Journal. Ms. Ferenczy also authored three textbooks about defined contribution plans, and co-authored The Plan Termination Answer Book. In addition to being a frequent live presenter, she has also recorded numerous webcasts and other e-learning tools for several organizations.

Sam Massell, a life-long resident of Atlanta, has had successful careers in real estate brokerage, elected office positions, the field of tourism and association management. He spent twenty years as a Realtor, becoming Vice President of Allan-Grayson Realty Company. Sam has been honored three times by the Georgia Association of Real Estate Boards & as well as serving as an elected charter member of the Atlanta Real Estate Board’s Million Dollar Club. Sam has served twenty-two years in elected offices, including eight years as President of Atlanta’s Board of Aldermen & four years as the city’s Mayor. Sam now manages a nonprofit civic organization as founding President of the Buckhead Coalition. This is a prestigious association of Chief Executive Officers of major businesses within the north side of the city of Atlanta Georgia who have pooled their strengths to nurture the quality of life & guide the orderly growth of the upscale uptown district of Buckhead.

Robb Pitts is the Fulton County Georgia Commissioner representing District 2, which includes the entire County. He was elected to the Fulton County Board of Commissioners in November 2002 and re-elected in 2006.  Commissioner Pitts previously served as a member of the Atlanta City Council for 20 years, chairing the Finance and Community Development committees for several years and was elected president of the Atlanta City Council in 1997. A businessman and former college professor, Commissioner Pitts earned undergraduate, graduate and post-graduate degrees in education, business administration, languages and Latin American Studies at Ohio University, La Academia Hispanomericana, Kent State University and La Universidad Interamericana. He has a master’s degree in business administration from Emory University and studied at Georgia State University. Currently, Commissioner Pitts is a Financial Representative with New England Financial. He was an instructor at Kent State University, Kent, Ohio; visiting professor and guest lecturer at Oberlin College, Oberlin, Ohio; and assistant professor at Clark College (now Clark Atlanta University) in Atlanta.

Mike is Co-Founder and CEO of BrightScope and responsible for the strategic vision and leadership of the company.  Previously, Mike was the Co-Founder and Portfolio Manager of Alfred Capital Management LLC, an independent registered investment firm located in La Jolla, CA.  He has been a financial advisor and portfolio manager since 2003.  Mike is a dynamic thinker capable of developing and implementing cutting-edge business models and effective marketing strategies.  He is also a proven relationship builder who excels at establishing key partnerships.  A noted and quoted 401k and financial expert, Mike has appeared on CNBC, ABC News, Fox Business News, National Public Radio and in The Wall Street Journal, Forbes, BusinessWeek, Fast Company, US News and World Report, CNN/Money Magazine, SmartMoney, theStreet.com, Pensions and Investments, Employee Benefit Adviser, and The San Diego Business Journal. In addition to his work endeavors, Mike and his brother, BrightScope President Ryan Alfred, teach financial literacy to minority students through the Links Achievers Program, the Pathways to College Network, and Jack and Jill of America.  Mike and Ryan also teach the Stock Market Game to high school students at Cathedral Catholic High School and mentor entrepreneurs at the Founder Institute.  He sits on the Board of the San Diego Software Industry Council and received his bachelor’s degree from Stanford University.