Retirement September 30, 2026
History of Social Security COLAs
The predicted 2027 cost-of-living adjustment of 3.5% would rank 19th among the increases implemented since 1977, the first year Social Security began calculating the annual boost.
December 13, 2015
5 Focus Areas for Retirement Planning
The age in which you elect to receive Social Security benefits may be the most important factor in this area. Delaying benefits as long as you can will increase the monthly amount you receive. However, spousal benefits ...
December 2, 2015
How to Help Gen X Employees Be Prepared for Retirement
Engage your Gen X employees by helping them to strike a financial balance that meets the demands of today while planning for the concerns of tomorrow.
December 2, 2015
New Report Helps Employers and Coverage Providers Navigate Health Care Reform Reporting Guidelines
Gathering data and accurately completing the forms presents a complex task. Thomson Reuters Checkpoint has published Health Care Reform Information Reporting Requirements for Employers to help large employers comply with the latest reporting guidance.
November 22, 2015
The Most Important Factor in Keeping Retirement Savings Safe
This year, the President’s Council of Economic Advisers estimated that non-fiduciary advice costs Americans 1 percentage point of their return annually, which amounts to $17 billion each year.
November 18, 2015
5 Areas to Check in Your Retirement Plan
While thousands of boomers reach retirement age every day, they will continue to take on more responsibility for providing income for their essential living expenses, such as housing, food and health care, says Marc Sarner, president of ...
November 18, 2015
The Ultimate Year -End Guide to Payroll Compliance and Benefits
With this guide, we hope to help you navigate the ins and outs of getting your compliance and benefits ready for end of year.
Technology November 16, 2015
How Accounting and Tax Firms Can Use the ACA to Increase Revenue Opportunity
From Nov. 2015 - The passage of the Affordable Care Act (ACA) has brought major change to the accounting profession as individuals and companies are increasingly turning to accountants and tax preparers for help in complying with new mandates and insurance decisions.
November 12, 2015
Now Is the Time to Use Flex Spending Accounts or Roll Over $500
The Internal Revenue Service is reminding eligible employees that now is the time to begin planning to take full advantage of their employer’s health flexible spending arrangement (FSA) during 2016.
November 10, 2015
Hosting Options Offer Many Benefits for Accounting Firms – 2015 Review of Hosting Providers
A terrific idea for businesses for a lot of reasons, application hosting allowed users to have online access to desktop versions of their software from any location – a win-win in the business world, where more and more employees are working from ...
November 4, 2015
The New myRA Retirement Accounts Give Americans New Savings Option
With millions of Americans lacking adequate retirement savings, the U.S. Department of the Treasury has launched myRA, a simple, safe and affordable new savings option for those who don’t have access to a retirement savings plan
November 3, 2015
Grace Period or $500 Rollover for Flexible Accounts? Take Your Pick
Do you provide flexible spending accounts (FSAs) for your employees? Generally, if the FSAs aren't emptied out by year-end, the employees must forfeit the unused funds ... forever.
October 30, 2015
Baby Boomers Born in 1945 Must Start Taking Minimum Distributions from Retirement Accounts
Known as required minimum distributions (RMDs), these payments normally must be made by the end of 2015. But a special rule allows first-year recipients of these payments, those who reached age 70½ during 2015, to wait until as late as April 1, 2016 ...