Benefits

With about a month to go before the open enrollment period for Obamacare ends – the official deadline is March 31, 2014 – the federal government continues to tweak the rules for the landmark healthcare legislation.

According to a new report prepared on behalf of the Urban Institute for the Robert Wood Johnson Foundation, the impetus for covering more taxpayers under Obamacare could come from an intriguing source: Tax return preparers.

Think taxes get a lot easier when you retire? Like everything else in life, it depends, especially since the tax aspects of Social Security, 401(k) withdrawals and IRAs can get pretty confusing.

Non-profit organizations that sponsor 403(b) plans have an opportunity to find out how their retirement program compares to others across the nation by participating in the 2014 Plan Sponsor Council of America (PSCA) 403(b) Plan Survey .

Are you saving enough for retirement and overall financial security? Now many be a good time to examine just how prepared you are.

The recent decision to postpone the employer mandate to provide affordable health care coverage to full-time employees under Obamacare (the “play or pay rules”) is welcome news to certain mid-sized companies.

Under the federal income tax law – specifically, Section 408(d)(3)(B) of the Internal Revenue Code – a taxpayer can roll over funds from one IRA to another only once a year.

New final regulations issued on February 10, 2014 by the Treasury Department have postponed the employer mandate another year – until January 1, 2016 – for certain mid-sized employers.