August 26, 2015
HSAs were implemented in 2004 in the United States to provide a medical savings account for individuals who were enrolled in a high-deductible health plan, or HDHP. An HSA allows an individual to contribute amounts each calendar year to pay for ...
August 25, 2015
Americans are living longer than ever. In fact, every day 10,000 baby boomers turn 65. Many of them will spend more than 20 years in retirement and must contend with unexpected events, such as the recent stock market downturn.
August 18, 2015
Cloud-based benefits management makes it easier to manage a variety of options, to adapt to changes in both benefit design and legislation, and serve as a customizable platform for each individual employee.
August 17, 2015
People make a mistake when they feel as though they’ve lost control of their qualified retirement plans – they never had control in the first place, says retirement advisor Mark Cardoza.
August 13, 2015
Employees who are expected to be full-time workers (30 hours or more per week) must be offered insurance within 90 days of hire.
August 9, 2015
What do school kids and retirees have in common during these dog days of summer? For many, it’s having lots of time and not knowing what to do with it.
July 30, 2015
Even small fees can have a major impact over time, which is why people need to be aware of what they are being charged, and whether other options exist that make for a better and smarter investment, says Casey B. Weade, a retirement-planning ...
July 22, 2015
The program is designed to help small businesses that may have been unaware of the reporting requirements that apply to their retirement plans.
July 22, 2015
The Institute established the scholarship in 2010 to encourage young CPAs to use their financial expertise in the practice of estate planning. The scholarship honors P. Thomas Austin, who chaired the Advanced Estate Planning Conference for three ...
July 21, 2015
Now is the perfect time to look at the fringe benefits you provide to your employees. This specific taxation is a main focus of the IRS right now, and they recently conducted several free webinars to review the taxability of fringe benefits.
July 11, 2015
More than 75 percent of audit committee members and financial statement preparers surveyed believe there are significant benefits to auditors utilizing advanced technologies.
July 8, 2015
Nearly two-thirds (60%) of America's Baby Boomers plan to work for pay in retirement, however, they are unrealistic about the compensation and work arrangements, according to a new study commissioned by Bankers Life Center for a Secure Retirement (CSR).