Tuesday, May 10, 2016

Upcoming IRS 403(b) Webcasts


Accumulated Sick and Vacation Pay Deferred to 403(b) or 457(b) Plans
June 2, 2016 - 2 p.m. Eastern Time

IRS Presenters:
Lori Stieber, Revenue Agent, Office of Federal, State and Local Governments 
Patricia A. Regetz, Revenue Agent, Office of Federal, State and Local Governments 

Learn about:
  • When is accumulated sick and vacation leave pay subject to Federal Employment Taxes
  • When can taxes be deferred and for how long?
  • What is an elective contribution?

Understanding the Universal Availability Rules in a 403(b) Retirement Plan
May 19, 2016 - 2 p.m. Eastern Time

IRS Presenters:
Bob CreMeens, Senior Program Analyst, Office of Employee Plans 
Mary Lou Bailey-Funk, Senior Internal Revenue Agent, Office of Employee Plans 
Reese Scripture, Senior Internal Revenue Agent, Office of Employee Plans 

Learn about:
  • Basic universal availability rules
  • Treatment of adjunct faculty at universities
  • Treatment of part-time, seasonal, and temporary employees
  • The 20 hours per week and the 1,000 hours rules
  • Controlled group situations and concerns
  • Mayo ruling on medical residents and its impact
  • The required notice to employees each year
  • Ways to find, fix, and avoid universal availability errors

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