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Recent Updates

Legacy Partners attend IFEBP Annual Conference

Oct 25 in Employee Benefit Plan News, Out and About

Partners Tim Cibulka, Greg Wallenbecker, Eileen Brassil, and Eric Wallin attended the International Foundation of Employee Benefit Plans (IFEBP) U.S. Annual Conference in Las Vegas, NV October 23- 26, 2022.  Eileen Brassil served as Moderator for the session Public Sector Cybersecurity:  Protecting Participant Data on Monday, 10/24.  Eric Wallin served as a Panelist for an Open Forum on Emerging Issues ... Read More ›

DOL Issues New Cybersecurity Guidance for Benefit Plans

Apr 15 in Employee Benefit Plan News

On April 14, 2021, the Department of Labor (DOL) announced new guidance on best practices for maintaining cybersecurity. This is the first time the department’s Employee Benefits Security Administration (EBSA) has issued such advice.

The guidance comes in three forms:

Tips for Hiring a Service Provider: Helps plan fiduciaries prudently select a service provider with strong ... Read More ›

DOL Says It Will Not Enforce Form T-1; Rescission Expected

Mar 29 in Employee Benefit Plan News, Labor News, Tax Info
The Department of Labor’s Office of Labor-Management Standards (OLMS) has announced that it will publish notice of an intended rulemaking to propose rescission of the Form T-1 Trust Annual Report, established by a March 2020 final rule. As communicated previously, Form T-1 required annual reporting on financial information pertinent to “trusts in which ... Read More ›
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