Benefits

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.

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.

Employees who are expected to be full-time workers (30 hours or more per week) must be offered insurance within 90 days of hire.

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.

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 ...

The program is designed to help small businesses that may have been unaware of the reporting requirements that apply to their retirement plans.

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 ...

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.