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Recent Updates

Legacy Partners attend AICPA EB Conference

May 09 in Employee Benefit Plan News

Legacy Professionals Partners Bob Cann and Eileen Brassil attend AICPA Employee Benefits Conference May 10-12, 2016 in Las Vegas. Great agenda to cover audit quality and much more.  Follow @legacycpa on twitter for conference updates.

The Importance of Hiring a Quality Auditor to Perform Your EB Plan Audit

Dec 14 in Employee Benefit Plan News, News Flashes

The AICPA’s Employee Benefit Plan Audit Quality Center’s publication The Importance of Hiring a Quality Auditor to Perform Your Employee Benefit Plan Audit is in the spotlight again with the results of the Audit Quality Study and the Department of Labor’s recent letter to benefit plans who require an audit.

DOL Updates Guidance on Economically Targeted Investments

Nov 30 in Employee Benefit Plan News, Out and About

On October 22, 2015 the Department of Labor (DOL) issued Interpretive Bulletin (IB) 2015-01 to clarify its views concerning a plan fiduciary’s decision to invest plan assets in “economically targeted investments” (ETIs).  ETIs are generally defined as investments that are selected for the collateral social or economic benefits they create, in addition to or apart ... Read More ›

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