[OSSSA218] FW: May 15, June 12 Phone Forums Address Governmental Plans

Wed May 2 09:19:49 PDT 2012

Stay informed with the phone forum below!

Lori
Lori A. Stieber, Internal Revenue Agent
Federal, State, Local Government
Salem, OR 97301
Telephone (503) 587-3149
Fax (503) 585-5336

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From: Fed State & Local Governments [mailto:irs at service.govdelivery.com]
Sent: Wednesday, May 02, 2012 4:46 AM
To: Stieber Lori A
Subject: May 15, June 12 Phone Forums Address Governmental Plans

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May 15, June 12 Phone Forums Address Governmental Plans

The IRS is hosting free phone forums on May 15 and June 12 on governmental plan retirement issues.

Governmental Plan Proposed Guidance - May 15, 2012

This forum will cover proposed drafts of the general guidance on possible standards for determining if a retirement plan is a governmental plan under section 414(d) of the Internal Revenue Code. This issue is important to Federal, State, Local and Indian tribal governments, as well as their employees, because the statutory rules that apply to governmental plans are different from those that apply to nongovernmental plans. The standards under consideration are described in Advance Notice<http://links.govdelivery.com:80/track?type=click&enid=ZWFzPTEmbWFpbGluZ2lkPTIwMTIwNTAyLjcyNTI3NDEmbWVzc2FnZWlkPU1EQi1QUkQtQlVMLTIwMTIwNTAyLjcyNTI3NDEmZGF0YWJhc2VpZD0xMDAxJnNlcmlhbD0xNjk3NDA2NyZlbWFpbGlkPWxvcmkuYS5zZXJ2aUBpcnMuZ292JnVzZXJpZD1sb3JpLmEuc2VydmlAaXJzLmdvdiZmbD0mZXh0cmE9TXVsdGl2YXJpYXRlSWQ9JiYm&&&117&&&http://www.irs.gov/retirement/article/0,,id=249178,00.html> of Proposed Rulemaking REG-157714-06. Participants will be able to submit questions to the presenters. If you have a particular issue you would like addressed, please e-mail us in advance at ep.phoneforum at irs.gov<mailto:ep.phoneforum at irs.gov>. Note: No continuing professional education (CPE) credits will be earned for this phone forum.

Operating Under the Written Plan Requirements and Common Issues Identified in 403(b) Plans - June 12, 2012

The IRS Employee Plans 403(b) Compliance Planning Group will address frequent questions pertaining to the 403(b) written plan requirements and how the IRS is approaching the written plan requirement under audit. 403(b) plans may cover employees of public schools and certain tax-exempt organizations. The forum will address common operational issues identified in 403(b) plans. If you have a specific matter that you would like the speakers to address, please let us know via e-mail at ep.phoneforum at irs.gov<mailto:ep.phoneforum at irs.gov> on or before June 1, 2012.

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