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The Internal Revenue Service needs to conduct more research to identify the needs and preferences of small business and self-employed taxpayers, according to a new government report.

Roth IRA conversions surged last year, particularly in the fourth quarter as investors looked to take advantage of regulatory changes.

Life insurance and annuities made modest gains in the third quarter of 2010 — gross written premiums were up 6% over the same period in 2009 — but the industry is far from healthy, warns a report from Aite Group in Boston.

Overall, electronic health records are expected to reduce medical errors, but Dean Sittig has devoted a lot of research to the ways that EHRs themselves can fail.

Men and women have distinct approaches to financial management, according to a new survey from Charles Schwab.

After a week’s delay following the shootings in Tucson, Republicans in the House of Representatives will kick off their health reform effort overhaul today. Yesterday the House began debating the Republicans’ measure, “Repealing the Job-Killing Health Care Law Act” (H.R. 2).

A unit of brokerage powerhouse Marsh & McLennan Companies Inc. waded deeper into the worksite market with one of eight acquisitions made since November 2009 to build a national platform that serves the employee benefits needs of middle-market companies.

Mutual of Omaha recently brought more than a century of disability income insurance market know-how to a new product offering in this area.

The Guardian Life Insurance Company of America’s new multi-coverage voluntary package features comprehensive benefits at a single rate that emphasizes affordability and enrollment simplicity.

Shopping for identity theft protection, a product that is gaining traction in the worksite market, is no easy feat. But a new Web site now makes it easy to compare half a dozen of the nascent industry’s leading service providers that are aggressively fighting this growing crime wave.