Legacy Partners Eric Baertsch, Eileen Brassil, and Bob Cann attended the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plans Conference April 30-May 2 in Atlanta, Georgia. The conference provided attendees with key updates on recent and proposed legislative changes and regulatory issues affecting benefit plans. Brassil served as moderator for three sessions.
Brassil also attended the International Foundation of Employee Benefit Plans (IFEBP) Professionals Institute for Accountants, which was held June 11-13 in San Francisco, California. Brassil spoke on the topic of Alternative Investments: Effective Auditing Procedures. The session addressed topics such as what internal controls a plan should have in place and what documentation an auditor should retain. She also served as a panel expert for the Open Forum, which allowed participants to ask questions and discuss topics covered in previous sessions.
Partner Jim Giemzik spoke to Custodial Vice Presidents at BMO Harris Bank on May 11. Topics discussed included LM-10 and LM-30 recordkeeping documentation issues.
Please let us know us if you are interested in having one of our associates speak to your organization or benefit fund. Contact Julie Tucek at firstname.lastname@example.org if you would like to discuss working together. We are always eager to expand our practice and appreciate your referrals.