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Phone Forums and Webinars - Retirement Plans

Free phone forums and webinars featuring IRS employees discussing retirement plan topics. 

Upcoming Webinars

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

If you have any questions or comments, please send us an e-mail.

Recently Held Presentations

Visit these IRS Video Portals and access prior presentations:

To find PDF files for the presentation materials, select the program you wish to view and launch it using either Flash or Windows Media.

Page Last Reviewed or Updated: 20-Apr-2016