Upcoming IRS 403(b) Webcasts


Accumulated Sick and Vacation Pay Deferred to 403(b) or 457(b) PlansJune 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?

Register Here

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

Register Here