Benefit Financing Reference Materials (October 2018-Seminar)

Presentation

1. Overview of UI Federal/State Structure
2. Intro to Benefit Cost Estimating
3. Benefit Modeling
4. UI Taxation
5. Current UI Financing Issues – (Wayne Vroman)
6. Tax Adequacy Measures
7. Trust Fund Adequacy & Solvency
8. Borrowing to Pay Benefits
9. Legislative Cost Estimating
10. UI Financing Guide

Excel Exercise Files

1. IUR Modeling Exercise
   1. IUR Regression Template w/ Forecast Demo
   2. Stepwise Model Development Tracker
2. Tax Structure Guide Exercise
3. 2018 Adequate Financing Calculation Exercise
4. Legislative Cost Estimating Exercise

Appendix Documents

1. Title III SSA – Grants for Unemployment Compensation Administration
2. SSA Section 306 – Grants for Reemployment Services and Eligibility Assessments
3. Title IX SSA – Miscellaneous Provisions Relating to Employment Security
4. TITLE XII SSA – Advances to State Unemployment Funds
5. FUTA Federal Code Reg 26 Chapter 23 – Federal Unemployment Tax Act
6. Code of Federal Regulations 20 CFR Part 606 – Tax Credit Provisions of FUTA

Relevant Websites for UI Information

1. UNEMPLOYMENT INSURANCE HOMEPAGE
2. UI PROGRAM STATISTICS
3. OUI LEGISLATIVE DOCUMENTS
4. UNEMPLOYMENT INSURANCE LAWS
   1. UI Modernization Incentive Payments
   2. Conformity Requirements for State UC Laws
   3. Interstate Agreements
   4. Significant Provisions of State UI Laws
5. BUREAU OF LABOR STATISTICS
6. BUREAU OF THE PUBLIC DEBT (Treasury Direct)
7. Unemployment Trust Fund Report Selection
8. Internal Revenue Services

For information on future seminars, questions regarding available technical assistance, please contact Robert Pavosevich at Pavosevich.robert@dol.gov.