Client Testmonials
"The regulatory environment for employee benefit plans continues to be increasingly complex. Funds need expert, qualified support to deal with these challenges. Trustees need auditors who not only keep up with legislative requirements, but also anticipate what future mandates will come down on issues such as funding, investments and administration. Legacy is that kind of firm. Their professionals are right there, side by side with trustees and administrators, so they can provide the best service and protection to their participants and their families."
- Joseph J. Burke, CEBS, Administrator, Iron Workers Mid-America Pension Fund and Supplemental Monthly Annuity (SMA) Fund; President, Heartland Employee Benefits Corporation; IFEBP Past President; Member, IFEBP Past Presidents Council and Strategic Initiatives Subcommittee
"We get great value from working with Legacy. They are the accountants on our trust funds and our local union. We know we need professional, reliable people and that's exactly what we get with Legacy. They stay up-to-date on the changes with the LMs, 990s, and 5500s. We really count on them for high quality work. They are true professionals."
- Kenneth R. Boyd, President, UFCW Local 1546; UFCW International Vice President; Trustee, United Food and Commercial Workers Unions and Employers Midwest Pension Fund and United Food and Commercial Workers Unions and Employers Midwest Health Benefits Fund; Chairman, Local 1546 Health and Welfare Fund, Local 1546 Pension Fund, and UFCW Local 1546 Food Handlers Welfare Fund; Trustee, Union Medical Center; Member, IFEBP Voting Board of Directors; Chairman, IFEBP Trustees Committee and Ad-hoc Healthcare Committee
"I get personal service from Legacy. They are hard-working people who do a great job for us. They are good people. They are always just a phone call away."
- Greg Massey, Chairman, Minnesota Cement Masons and Plasterers Pension Fund; Trustee, Minnesota Cement Masons Welfare and Savings Plans; Business Manager, Cement Masons Local 633
"I've been impressed with the professionalism of the people at Legacy. We always get prompt answers. They have helped us muddle through lots of regulatory issues with the DOL and the IRS. We rely heavily on Legacy and we have never been disappointed. They provide top-notch services to our Funds."
- Peter Castellarin, CEO, M&O Insulation Company and M&O Environmental Company; Trustee, Local No. 17 Heat and Frost Insulators Welfare, Pension, and Annuity Funds; Member, IFEBP Voting Board of Directors; Member, IFEBP Trustees Committee and Accountants Committee
"Legacy has always been very thorough with our audits. They take the time to explain procedures, answer questions, and give helpful suggestions with our bookkeeping. I would highly recommend Legacy. The staff has always been friendly and very helpful."
- Jim Crum, Managing Director, Bricklayers District Council Apprentice Training & Journeyman Retraining Education Fund
"I found working with Legacy to be a pleasure. They took a lot of the stress out of the annual 5500 process. The Legacy people were knowledgeable, professional, and far exceeded the capabilities of our previous auditor. I look forward to continuing to work with Legacy."
- Michael Ehredt, Manager - Pension & 401(k), Northeast Utilities Service Company
"After you left the meeting, the Trustees made very favorable comments (as did I) regarding your levels of expertise, service, and grasp of the business model we have here. On a personal note, I very much appreciate the level of service your staff and firm provides our members. I look forward to working with [you] again next year and as always, we appreciate the advice we receive when we seek it out throughout the year."
- Buck Paulsrud, Metro Area Training Coordinator, Sheet Metal Workers' Local 10