Understanding the Universal Availability Rules in a 403(b) Retirement Plan Webcast, May 19, 2016

Internal Revenue Service (IRS) sent this bulletin at 05/17/2016 09:51 AM EDT

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Employee Plans News May 17, 2016

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Don’t forget to register for the free webcast about Understanding the Universal Availability Rules in a 403(b) Retirement Plan

When: May 19, 2016; 2 p.m. (Eastern)

How: Register for this event. You will use the same link to attend the event.

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

Resources:

IRC 403(b) Tax-Sheltered Annuity Plans
A 403(b) plan (also called a tax-sheltered annuity or TSA plan) is a retirement plan offered by public schools and certain 501(c)(3) tax-exempt organizations.

Retirement Topics - Who Can Participate in a 403(b) Plan?
Universal availability rule

Correcting Plan Errors
Retirement plan correction programs

You can find answers to many retirement plan questions on IRS.gov at Retirement Plans and Retirement Plan Forms and Publications.

If you need help with an account-specific question, basic information about retirement plan forms or the status of pending applications, call our Customer Account Services line at 877-829-5500.

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