Tax Exempt and Government Entities Division
Understanding the Universal Availability Rules in a 403(b) Retirement Plan
Playout date: May 19, 2016
2 p.m. Eastern Time
1 p.m. Central Time
12 p.m. Mountain Time
11 a.m. Pacific 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
We want to hear from you! If you have any questions or comments, please send us an e-mail.

We will not be offering Continuing Education Credit for this event.

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