Special Employee Situations in Qualified Plans
Presented by: Galen Hsieh, Employee Plans Examination Division of the IRS
Original Presentation Date: Tuesday, June 3, 2014
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE
When administering qualified retirement plans, special employee situations arise that practitioners need to know how to handle. This presentation will provide examples of different situations which may affect the eligibility of workers to participate in qualified plans. There may be situations where workers must enter the plan and other situations where they may be excluded, including independent contractors, part-time employees, leased employees, rehires and military.