Legacy Principals Jim Kemparas and Terry Truesdale are attending the IFEBP’s Collection Procedures Institute Nov. 14-15 in Miami, FL. Programming includes best practices, trends, and legal and legislative updates for trustees and plan professionals with regard to collecting benefit payments.
Making Form 1040 payments through EFTPS is anticipated to cease permanently in 2026, possibly sometime in September, for all individual account access. If you currently
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