Lindquist Solutions | Presentation Materials | Special Publications | News & Press Releases

Lindquist Solutions

Lindquist Solutions is our e-newsletter written for employee benefit plans, labor organizations, trade associations and other not-for-profit organizations.  It covers accounting and reporting developments, industry issues, firm news and topical items of interest—all delivered via e-mail to provide you with consistent and timely communication. We believe that our role in your success goes beyond providing audit, accounting or compliance services. It includes helping you stay up-to-date on issues that affect you and your organization.

• February 12, 2010
  • Proposed Changes to Form T-1, Form LM-2 Reporting Officially in the Pipeline
  • DOL Issues Final Rule on Timeliness of Participant Contributions
  • Lindquist LLP Opens Portland Office

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Presentation Materials

• FAS 157 - Fair Value Measurements
  • Summary of FAS 157
  • Getting Started: Applying New Accounting Rules for Measuring and Reporting the Fair Value of Your Investments
  • Assessing the Fair Value of Your Plan's Investments
  • Alternative Investments in Employee Benefit Plans
• Understanding the Significant Changes to Forms 990 and 5500
  • Sample Conflict of Interest Policy
  • Sample Whistleblower Policy
  • Sample Records Retention and Destruction Policy

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Special Publications

• 2010 Rates & Limits Guide
• 2009 Rates & Limits Guide
• Summary of Form T-1 Reporting Requirements
• Summary of Changes to Forms 5500 and 990 Affecting Multiemployer Plans
• Summary of Changes to Forms 5500 and 990 Affecting Single Employer Plans
• Summary of Changes to Form 990 Affecting Labor Organizations

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News & Press Releases

• 11/23/2009: Levintov Joins Lindquist LLP
• 11/20/2009: Thiermann to Serve on Accountants Committee for IFEBP
• 07/14/2009: Lindquist LLP Welcomes Dennis Quichocho
• 02/12/2009: Lindquist LLP Promotes Whittemore to Partner
• 11/24/2008: Lindquist LLP Welcomes Kunsman to Firm
• 11/17/2008: Sidhum Joins Lindquist LLP as Audit Manager
• 08/18/2008: Ray Elected Advisory Director for IFEBP
• 08/18/2008: Lindquist LLP Promotes Boss, Springer
• 02/05/2008: Lindquist LLP Promotes Roster to Senior Manager
• 02/04/2008: Lindquist LLP's Brea Office Moves to New Suite
• 01/03/2008: Lindquist LLP Names New Managing Partner

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