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Recent Updates
COVID-19
Annual Tax Releases
Financial Tools
Legacy Advisor - Benefit Plans
Issue No. 14-1
Unrelated Business Taxable Income (UBTI)
Legacy News
Timely Remittance of Participant Deferrals
IFEBP 60th Annual Employee Benefits Conference
IFEBP Accounting and Auditing Institute for EB Plans
AICPA Employee Benefit Plans Conference
Legacy Peer Review
Donna A. Hubert, 1957-2014
Issue No. 13-1
DOL to Conduct Audit Quality Study
Legacy News
New Plan Advisory on Employee Benefit Plan Financial Statement Audits
AICPA Plan Advisory: Employee Benefit Plans--Financial Statement Audits
(PDF)
Form 5500 IRS Audit Triggers
DOL Provides Tools for Self-Compliance
DOL Inspector General Review of Alternative Investments in Employee Benefit Plans
Multiemployer Pension Reform Update
Baertsch and Brassil Attend IFEBP's Annual Employee Benefits Conference
Issue No. 12-2
FASB Update Regarding Employer's Participation in Multiemployer Plan Now Effective
Legacy News
Prohibited Transactions and Plan Expenses
Notice of Expiration: Temporary Unlimited Coverage for Noninterest-Bearing Transaction Accounts
New Audit Standards for 2012 Audit
DOL Taking Close Look at Apprenticeship and Training Funds
Apprenticeship and Training Funds--Getting it Right (Summary)
Issue No. 12-1
Letter to our Clients and Friends--Audit Quality Inspection Program
Legacy News
Final Regulation Relating to Service Provider Disclosures Under Section 408(b)(2)
Commitment to Education
Michigan HICA Act
Issue No. 11-2
FASB Issues Update Regarding Employer's Participation in Multiemployer Plan
DOL Focuses on Apprentice Funds
Leasing Arrangements -- Prohibited Transaction?
Form 8955-SSA Due Date Extended to January 17, 2012
Brassil Named to the AICPA's Employee Benefit Plan Audit Quality Center Executive Committee
Issue No. 11-1
FASB Update: Disclosure About Employer Participation in Multiemployer Plans
Patient Protection and Affordable Care Act -- Two Provisions of Note
Health Care Tax Credit
Does Your Plan Need to File Under FBAR?
Replacement of Schedule SSA with Form 8955-SSA
Issue No. 10-3
Trustee Expense Reimbursements
IRS Issues Draft Form W-2
FASB Proposes Disclosure about Participation in a Multiemployer Plan;
Legacy Submits Comment Letter
Schedule C Reporting -- New Information for Trustees and Plan Employees
Issue No. 10-2
Record Retention Guidelines
E-Signature for Form 5500
Understanding Financial Markets
New Form 8955-SSA
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