Partner Rose Doherty will be a member of the speaker’s panel at Association Forum’s Finance SIG on October 21. The panel will offer insight on the inside moves you need to make to meet the external compliance demands and the requirements of your financial partners, executive leadership, and members.
The event will discuss best ... Read More ›
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 ›
