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 legislative updates.
Dave Zabrecky, Director of Compliance Services, represented Legacy at the Illinois AFL-CIO Financial Reporting Seminars and presented on the topic of IRS Reports. The seminars,
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