Benefits

More than 75 percent of audit committee members and financial statement preparers surveyed believe there are significant benefits to auditors utilizing advanced technologies.

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).

Effective midway through this year -- July 1, 2015, to be exact – certain employers that pay the health insurance premiums of its employees will be assessed hefty fines for their generosity.

The provision for so-called Cadillac plans doesn’t take effect until January 1, 2018. But employers are already exploring the available options or at least they should be. Reason: If a plan exceeds certain limits, it is subject to a stiff penalty in ...

There’s a tendency to give a silent cheer any time the average life expectancy grows a little longer. But long life also has its downsides.

The tax break for “net unrealized appreciation” (NUA) is one of the biggest tax breaks on the books for retirement-savers, but it is often overlooked.

Practically every Roth IRA owner knows that you can take qualified distributions from the account without paying any tax on the withdrawals. That’s why many of your clients set up the Roth in the first place. But it’s not as well-known that ...

For many years, self-employed individuals shied away from 401(k) plans. It was usually too costly and cumbersome to administer such a plan for just a single participant. But now the “solo 401(k)” is a more viable alternative for this segment of the ...