Andrea Dudek

Andrea Dudek is a Director in KPMG LLP’s Compensation and Benefits Practice and has over 30 years of experience advising clients on employee benefits and executive compensation matters. She advises clients on the taxation and reporting of compensation programs including tax-qualified retirement plans, health benefit and cafeteria plans, deferred compensation plans, equity incentive plans, and employment and parachute agreements.

Jason Russell

Jason is a Managing Director with 20 years of experience at Deloitte Tax LLP. In this capacity, he advises clients on a variety of issues, ranging from benefit plan operation to employment tax reporting and withholding to executive compensation and acquisitions. Jason's client profile spans Fortune 50 to emerging growth to not for profit, and he is a popular speaker to industry and employee groups

Plans for Tax Exempt Organizations

Tax-exempt organizations and entities not subject to a comprehensive income tax have special benefit rules. Learn the additional tax qualification rules for deferred compensation and retirement plans. This session will:
• Identify and distinguish Section 403(b) plans, Section 457(b) and (f) plans and section 415(m) plans.
• Discuss limitations and aggregate limitations under these plans
• Identify common errors, especially for 457(b) and (f) plans
• Understand IRS examination issues