Legacy Partner Bruce Pavlik attended the International Foundation of Employee Benefit Plan's (IFEBP) 58th Annual Employee Benefits Conference in San Diego from November 11-14. Bruce moderated the sessions "Preparing for a DOL Audit of an Apprentice Training Fund" and "PPACA Compliance." The Annual Conference provides an ideal venue for discussing hot topics, getting updates on legislative developments, finding creative approaches to new challenges, and collaborating with peers who are dealing with similar issues. Over 5,000 participants attended the Annual Conference this year. As always, it is a great place to see many clients and friends of the Firm. Visit www.ifebp.org for more information on the Foundation.
Our Annual Tax Releases are being posted on our website as they are released.
A survey was emailed to our clients and friends to confirm that they are receiving the Legacy Advisor, Benefit Plans through their preferred method of delivery: via U.S. mail or email. Thank you to those who responded. If you did not receive our survey and would like to update your delivery preference, please contact us at firstname.lastname@example.org. Copies of this edition and past issues are available online.
We are grateful for your business and for your referrals. Wishing our clients and friends of the Firm a happy and safe holiday season!