Retirement

The Internal Revenue Service and the Treasury Department plan to amend the required minimum distribution regulations under Section 401(a)(9) of the tax code to address the use of lump sum payments to replace annuity payments being paid by a qualified defined benefit pension plan.

As your clients’ most trusted adviser, how can you protect them from the financial threat and high costs of long-term care?

The Governmental Accounting Standards Board has published two new standards aimed at improving the accounting and financial reporting by state and local governments for post-employment benefits other than pensions, primarily retiree health insurance.

More than half of Americans admitted to postponing a major life decision, such as enrolling in higher education, retiring or starting a family, because of financial reasons, according to a new poll from the American Institute of CPAs.

Financial fraud perpetrated against the elderly is on the rise, according to a new survey of CPA financial planners.

The Internal Revenue Service has issued proposed regulations to implement a recent federal law authorizing states to offer specially designed tax-favored ABLE accounts to people with disabilities who became disabled before age 26.

The Internal Revenue Service issued a revenue procedure and regulations explaining how a multiemployer defined benefit pension plan that is in critical and declining status can apply for approval of a proposed suspension of benefits.

It’s one of the sweetest employee perks in the hedge-fund world: a chance to invest in Medallion, the wildly profitable fund created by market legend James Simons.

The U.S. Department of Labor proposed new fiduciary rules in April that significantly affect IRA advisors, including accountants who render advice to holders of individual retirement accounts.

U.S. state and local governments will have to report billions of dollars in health-care liabilities on their balance sheets under an accounting change aimed at improving disclosure of retiree benefits.

The Governmental Accounting Standards Board has voted unanimously to approve two new standards that it believes will significantly improve the accounting and financial reporting by state and local governments for postemployment benefits other than pensions, primarily retiree health insurance.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

The U.S. Labor Department’s Employee Benefits Security Administration has released a study criticizing the quality of employee benefit plan audits performed by CPAs, finding that serious deficiencies in 39 percent of the audits are putting the benefit plans and 22.5 million participants and beneficiaries at risk.

There has been a significant trend in recent years to add automatic features to 401(k) retirement plans.

Lawmakers in the House and Senate have re-introduced legislation to encourage the creation of employee stock ownership plans in S Corporations.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

American workers and retirees are expressing higher confidence about their ability to afford retirement this year, even though there is little sign they are taking the necessary steps to achieve that goal, according to a new survey.

Even though the economy is doing relatively well this year, that doesn't mean the average person isn't still worried about their own financial outlook.

The Financial Accounting Standards Board released two accounting standards updates last week, one of which covers the fees paid for cloud computing while the other applies to defined benefit obligations and plan assets.

The Treasury Department and the Internal Revenue Service are trying to get more employers to offer myRA retirement accounts to employees.