Legacy Partners Eileen Brassil, Eric Baertsch, Michael Tiberi, Dani Tyler, Greg Wallenbecker, Eric Wallin, and Dave Zabrecky attended the International Foundation of Employee Benefit Plans (IFEBP) U.S. Annual Conference in San Diego, CA November 10-14. Eileen Brassil presented at the Accountants Town Hall, while Michael Tiberi presented at Accountants: Best Practices in Audit Quality. The Conference convenes ... Read More ›
The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law in December 2022, bringing more than 90 changes to retirement plan and tax laws. Many of its provisions are little known and were written to roll out over several years rather than immediately taking effect.
Here are several important changes that went ... Read More ›
Legacy Partner Michael Tiberi is scheduled to speak at the IFEBP’s upcoming Accounting and Auditing Institute for Employee Benefit Plans June 24-26, 2024 in Las Vegas. Attendees will hear from industry experts about the latest in reporting and disclosure requirements and best practices for employee benefit plan auditors at this premiere industry conference.