• Record Retention Guidelines
• Legacy News
• E-signature for Form 5500
• Legacy Attends National Conference on Employee Benefit Plans
• Fair Value Disclosure Discussed at IFEBP Conference
• Understanding Financial Markets
• New Form 8955-SSA

• The Benefits of Compliance Audits
• Legacy News
• Changes to the 2009 Form 5500
• Our Chicago Office is Moving Effective June 1
• Mandatory Electronic Filing
• IFEBP Annual Conference

Fall 2009 Issue No. 09-2

• Implementing FASB Statement No. 157, Fair Value Measurements
• Legacy News
• IFEBP Update
• AICPA Benefit Plan Conference
• Annual Funding Notice
• Understanding and Preventing Electronic Banking Fraud

• Letter from Managing Partner
• Legacy News
• Final Rule on Form T-1
• IRS Pension Plan Limits Adjustments
• FDIC Limits Raised
• Redesigned Form 990
• IFEBP Annual Conference - San Antonio 2008

• Valuing Plan Investments
• Legacy News
• Commitment to Excellence through Education
• LM-10 Reminder
• Foundation Update

• Conflict of Interest Policy
• Rates and Limits
• Legacy News
• IRS Increased Standard Mileage Rate for 2007
• PBGC Updates
• Extended Federal Tax Deadline
  

Winter/Spring 2006 Issue No. 06-1

• New Annual Funding Notice for Multiemployer Defined Benefit Plans
• Legacy News
• Roth 401(k) - A New Retirement Savings Option
• Legacy Responds to DOL
• Rates and Limits
• PBGC Premium Hike Signed Into Law on February 8, 2006
• Trust not Considered Employers for LM-10

Fall 2005 Issue No. 05-3

• Legacy to attend IFEBP Annual Conference in Hawaii
• Legacy News
• Information on Health Reimbursement Arrangements and Health Savings Accounts
• Mileage Rates Increase Effective September 1, 2005
• How Does Circular 230 Affect the Way CPA Firms Do Business?
• Understanding Withdrawal Liability
• Year End Tax Planning Guide Available

Summer 2005 Issue No. 05-2

• Update on Forms LM-30 and LM-10
• Legacy News
• Flex Plan "Use-it-or-lose-it" Rule Amended
• SSA: Important change for 2004
• Form T-1 Overturned

Winter 2005 (pdf)

• Legacy News
• New Rollover Requirement
• Personal Financial Statements
• IFEBP Annual Conference Round-Up
• Locating Missing Participants
• Legacy Peer Review

Fall 2004 (pdf)

• Legacy News
• Understanding Your Plan's Fees
• DOL Fiduciary Education Initiative
• The Benefits of a Claims Audit
• Legacy to Exhibit at IFEBP Annual Conference
• Three Legacy Partners to Speak at Annual Conference

Summer 2004 (pdf)

• Pension Funding Equity Act of 2004
• AICPA Employee Benefit Plans Conference
• Fiduciary Responsibility
• Cann to Speak at Benefit Plan Professionals Institute in Lake Tahoe
• IFEBP Annual Conference
• AICPA Quality Center for Employee Benefit Plan Audits

Winter 2004 (pdf)

• Legacy News
• SAS 99
• IFEBP Annual Conference Round-Up
• Relief for Delinquent 401 (k) Contributions
• 5500 Update
• The Legacy Crossword
• IRS Letter-Forwarding Program
• New Form T-1
• Legacy Crossword Puzzle Solution

Fall 2003 (pdf)

• Trustee Expense Reimbursement
• Legacy News
• Form 5500 Modified to Target Late Deposit of 401(k) Deferrals
• Field Assistance Bulletin
• IFEBP Update

To sign up to receive our newsletters online, please send an e-mail tomailto:easymail@legacycpas.com