Legacy Principals Jim Kemperas and Terry Truesdale attended the International Foundation of Employee Benefit Plans’ Collection Procedures Institute from September 25 – September 26 in Boston, MA. The Institute provided information for benefit plan professionals on how to fulfill their fiduciary responsibility to collect benefit payments. Session topics included best practices, trends, and legal and ... Read More ›
Congratulations to our client, Kinsey Robinson, who has been honored with the Union Sportsmen’s Alliance (USA) Lifetime Achievement Award. Kinsey is a co-founder and current board member of the USA and the international president of the United Union of Roofers, Waterproofers, and Allied Workers. Click here to read more.
Legacy Partners Bruce Pavlik and Eric Wallin attended IFEBP’s Fraud Prevention Institute for Employee Benefit Plans on July 15 and 16 at the Fairmont Chicago – Millenium Park. Bruce and Eric attended sessions that covered emerging trends in fraud and fraud prevention, updates on cybersecurity and deterrence of data breaches, and guidance for internal controls ... Read More ›