Partner Eileen Brassil will serve as co-presenter for “990 Evolution: Just an Information Return?” at the International Foundation of Employee Benefit Plans’ 60th U.S. Annual Employee Benefits Conference in Boston on October 13 and 14. The session will discuss identifying your plan’s governance policies, who is a related party, and how to list contributing ... Read More ›
Legacy Partners Eric Baertsch, Eileen Brassil, and Bruce Pavlik as well as Senior Manager Eric Wallin will attend the International Foundation of Employee Benefit Plans’ 60th U.S. Annual Employee Benefits Conference in Boston from October 12-15. In addition to attending the conference, Brassil will co-present “990 Evolution: Just an Information ... Read More ›
The United States Department of Labor Employee Benefits Security Administration released Field Assistance Bulletin 2014-01 on August 14. The Bulletin, which replaces Field Assistance Bulletin 2004-02, identifies options fiduciaries of terminated defined contribution plans may use to locate missing participants and distribute their account balances.
Once a plan has been terminated, the plan administrator is responsible ... Read More ›
