On March 6, 2020, the Department of Labor’s (DOL) Office of Labor-Management Standards published a final rule establishing a Form T-1, Trust Annual Report, which requires annual reporting on financial information pertinent to “trusts in which a labor organization is interested.” The DOL believes this information has largely gone unreported despite the significant impact such ... Read More ›
Legacy Partners Bruce Pavlik and Eric Wallin attended IFEBP’s Fraud Prevention Institute for Employee Benefit Plans on July 15 and 16 at the Fairmont Chicago – Millenium Park. Bruce and Eric attended sessions that covered emerging trends in fraud and fraud prevention, updates on cybersecurity and deterrence of data breaches, and guidance for internal controls ... Read More ›
Legacy Professionals Partners Bob Cann and Eileen Brassil and Manager Tim Fagan attended the AICPA Employee Benefits Conference May 6-8 in New Orleans, LA. The agenda covered updates on employee benefit plan audit and tax quality and more.