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Employee Benefit Plans 2016


62 - Plans for Tax Exempt Organizations


May 12, 2016 8:00am ‐ May 12, 2016 9:15am

Standard: $49.00

Description

Tax-exempt organizations and entities not subject to a comprehensive income tax have special rules. Learn the additional tax qualification rules for deferred compensation and retirement plans. This session will cover IRC Section 403(b) tax deferred annuities, IRC Section 457 and 415(m) plans. Attendees will:
• Develop an understanding of the requirements that 403(b), 457 and 414(m) plans must satisfy to comply with IRS guidance
• Understand key issues that impact 403(b), 457 and 415(m) plans including eligibility, documentation requirements and plan testing

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