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  • Recent Updates
  • COVID-19
  • Annual Tax Releases
  • Financial Tools

Recent Updates

Legacy Partners Attend IFEBP 65th Annual Employee Benefitsā€ˆConference

Oct 18 in Out and About

Legacy Partners Tim Cibulka, Bruce Pavlik, Eileen Brassil, Eric Baertsch, and Eric Wallin are scheduled to attend attend the 2019 International Foundation of Employee Benefit Plans 65th Annual Employee Benefits Conference in San Diego, CA from October 20-23. Bruce, Eileen, and Eric will all speak and/or moderate sessions at the Annual Conference. All five partners ... Read More ›

Jim Kemperas and Terry Truesdale Attend IFEBP Collection Procedures Institute

Sep 24 in Out and About

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 ›

Legacy Client Kinsey Robinson Honored with Lifetime Achievement Award

Sep 04 in Out and About

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.

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