Happy Thanksgiving

We give thanks for unknown blessings already on their way. 

Health Savings Accounts (HSA)

A Health Savings Account (HSA) is a tax-advantaged medical savings account available to all the taxpayers in the United States who are enrolled in a High Deductible Health Plan. It was created by the Medicare bill signed by President Bush and are designed to help individuals save for future qualified medical and retiree health expenses […]

EPTA Questionnaire Offers Inside Information On IRS Audit Practices

The Internal Revenue Service recently published an updated list of common plan mistakes found during the agency’s Employee Plans Team Audits and an internal controls questionnaire used by EPTA auditors. Although the EPTA program focuses on retirement plans with at least 2,500 participants, the published materials give all plan administrators valuable insights into the IRS’s […]