Employee Benefits

The Department of Labor’s Pension and Welfare Benefits Administration (PWBA) adds a series of questions and answers to its Web site to help employee-benefit-plan administrators comply with pension, health and disability claims regulations it published last year. The new rules establish shorter claims-processing time frames, additional disclosure requirements and new standards for adjudicating claims. They apply to new pension and disability claims filed after December 31, 2001, and to new group health claims only for plan years beginning after June 30, 2002. Free copies of the document are available from the PWBA at 800-998-7542. http://askpwba.dol.gov/faq-claims-proc-reg.html )


Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


News quiz: Retirement planning, tax practice, and fraud risk

Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.


Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.