FSA

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  Employee Benefits and Taxes: Cafeteria Plans

  By Tax Facts Online  |  March 14, 2013

  The experts at Tax Facts Online on the tax benefits of cafeteria plans.

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  Health Insurance: Health and Medical Savings Accounts

  By Tax Facts Online  |  March 4, 2013

  A Health Savings Account is a trust created exclusively for the purpose of paying qualified medical expenses of an account beneficiary. Although they are popular, they are not without their pitfalls and the regulations can be complicated. Learn more about how to avoid federal taxation on the accumulation and distributions of HSA.

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  Cafeteria Plans

  By Tax Facts Online  |  March 4, 2013

  The income tax treatment of cafeteria plans is key to their popularity. Learn how to maximize the tax benefits of these “flexible benefit plans”.

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  Barclays Eyed in Two New Probes

  By Marlene Y. Satter, AdvisorOne  |  October 31, 2012

  Fresh from an FSA investigation into LIBOR rigging, Barclays is now the target of two more inquiries.

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  Barclays’ Diamond Blames Libor Fixing on Other Banks, Regulators

  By Marlene Y. Satter, AdvisorOne  |  July 5, 2012

  Moody’s cuts Barclays' outlook; investors may be on the hook for losses.

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  IRS Issues Guidelines for Health Care Flexible Spending Accounts

  By Michael S. Fischer  |  May 31, 2012

  The IRS has issued guidelines on the $2,500 cap imposed on health care flexible spending accounts as part of the Patient Protection and Affordable Care Act.

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  BofA to Add 160 Merrill Edge Advisors in Southwest

  By Janet Levaux, AdvisorOne  |  December 12, 2011

  Bank of America said Monday that it planned to add 160 Merrill Edge Financial Solutions Advisors in the Southwest by the end of March 2012 and named several managers to help it grow the business in this market.

• Merrill Boosting Edge FSA Force

  By Janet Levaux, AdvisorOne  |  November 23, 2011

  BofA-Merrill added 27 Merrill Edge financial solutions advisors in Atlanta; Charlotte, N.C.; and Nashville and other nearby cities to its mass-affluent platform in late October. The bank says it is on track to nearly double the number of FSAs in branches and call centers to more than 1,000 by the...

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  BofA-Merrill Strikes Back, Snags Credit Suisse, Wells Advisors With $1.5B

  By Janet Levaux, AdvisorOne  |  October 31, 2011

  After losing a $1 billion team to Morgan Stanley, Merrill acts, then also hires 27 advisors for Merrill Edge.

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  BofA Adds 80 Advisors to Merrill Edge

  By Melanie Waddell, AdvisorOne  |  October 12, 2011

  Continuing its plan to nearly double the number of Financial Solutions Advisors serving mass affluent clients by year-end to 1,000, BofA announced Wednesday that it hired more than 80 FSAs across the metro Northwest region.