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Legacy Advisor Benefit Plans
 

Fall 2008 Issue No. 08-2

  • 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

Fall 2007 Issue No. 07-2

  • Recent Development on Service Provider Gifts and Entertainment
  • Legacy News
  • IRS Proposes Changes to Form 990
  • New Audit Standards
  • 5500 Update
 
  • Conflict of Interest Policy
  • Rates and Limits
  • Legacy News
  • IRS Increased Standard Mileage Rate for 2007
  • PBGC Updates
  • Extended Federal Tax Deadline

Fall 2006 Issue No. 06-3

  • IFEBP Annual Conference Update
  • Other Legacy IFEBP News
  • Legacy News
  • Pension Protection Act
  • Editor's Note
  • Electronic Filing of Form 5500

Summer 2006 Issue No. 06-2
  • Auditor Inspection Program
  • Legacy News
  • The Importance of Selecting an Experienced Plan Auditor
  • Correcting Plan Failures
  • Fully Benefit-Responsive Investment Contracts

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

 


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