IRS.gov
Tax Exempt and Government Entities Division
Understanding the Universal Availability Rules in a 403(b) Retirement Plan
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IRS Presenters
Bob CreMeensBob CreMeens
Senior Program Analyst,
Office of Employee Plans
Click for bio
Mary Lou Bailey-FunkMary Lou Bailey-Funk
Senior Internal Revenue Agent,
Office of Employee Plans
Click for bio
Reese ScriptureReese Scripture
Senior Internal Revenue Agent,
Office of Employee Plans
Click for bio
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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

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
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