Michael Tiberi, CPA, CFE was named Partner at Legacy, effective January 1, 2022. Tiberi is a 2009 graduate of Indiana University, Kelley School of Business. Michael serves employee benefit plan and labor union clients out of the Firm’s Westchester office.
Legacy Partners Greg Wallenbecker and Eric Wallin attended the International Foundation of Employee Benefit Plans (IFEBP) U.S. Annual Conference in Denver, Colorado on October 17- 20, 2021. Eric Wallin presented at the Conference on the topic of Accounting and Auditing for Employee Benefit Plans. The Conference was well-attended by over 4,000 benefit plan professionals and trustees. Visit ... Read More ›
Legacy has received word from the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) that we have successfully completed two recent offsite audit inspections. The EBSA runs an initiative known as the Audit Quality Inspection Program. The goal of the program is to ensure that audits of employee benefit plans meet applicable DOL and ... Read More ›