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?
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