Tag: ed assist

Educational Assistance: Fall Reminders

Published on by MSU Human ResourcesLeave a comment

With this year’s Educational Assistance, or “Ed Assist,” support staff benefit resetting with the start of the fall semester, now’s a perfect time to refresh your Ed Assist knowledge and take advantage of this opportunity for your learning and development. Here are a few important reminders regarding this benefit.

Credit and Non-Credit Options

You may receive financial assistance for credit and non-credit courses, including training, seminars, workshops, conferences, or other educational opportunities. Use this benefit to enhance your professional skill set or help you reach Performance Excellence goals.

For non-credit courses, like professional development courses available through HR, support staff employees may have up to $900 per year to use toward course registration fees depending on their union contract. The course must be considered job-related and from an approved institution/program to receive assistance.

You may receive up to 14 credits per academic year for credit courses. Your level of financial assistance is determined by your union group, whether you’re taking a graduate or undergraduate course, and where you’re taking the course (MSU or another university). The course must be considered job-related, degree-related, or career/professional development-related.

Taxation Information for Graduate-Level, Degree-Related Coursework

When using Educational Assistance funds toward graduate-level, degree-related classes for credit, it’s important to remember and plan for IRS tax exemption rules. The Internal Revenue Code (IRC) provides up to $5,250 in exemption per tax (calendar) year for graduate-level, degree-related courses reimbursed/waived through employer educational assistance programs, like the one at MSU. Any amount of the benefit over $5,250 for degree-related, graduate-level courses is considered taxable income by the IRS.

If you use Ed Assist benefits for graduate-level, degree-related courses for credit over the $5,250 exemption amount, appropriate tax withholding will be made, and the amount will be added to your gross wages. If there is a tax liability, the deductions must be completed within the same calendar year. If this tax situation applies to your Ed Assist usage, you will receive a notification via email in the fall, typically around September. This notification will indicate the amount of Educational Assistance received in the calendar year, the taxable amount, and which paycheck withdrawals will occur to cover the outstanding tax liability.

Note: This tax liability, dictated by the IRS, applies ONLY to any Ed Assist benefit usage over the $5,250 limit when applied to graduate-level, degree-related courses for credit. For example, if you received $6,250 in eligible Ed Assist benefits in a year, you would only be taxed on the $1,000 over the exemption limit and owe a percentage of that $1,000 as your tax liability.

Find detailed information about Educational Assistance – including how to apply – on the HR website. Contact Organization and Professional Development at avphr.hrdmail@msu.edu with questions.

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Fostering Excellence: Continuous Learning and Educational Assistance for MSU Support Staff

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Written by Sharri Margraves, EdD, SHRM-SCP, Director of HR and Organization and Professional Development

Michigan State University stands as a beacon of educational excellence, not only for its students but also for its dedicated support staff. At the heart of MSU’s commitment to fostering a culture of growth and development is the twin approach of continuous learning and educational assistance benefits tailored for support staff.

Continuous learning is a cornerstone of personal and professional development, and MSU recognizes its transformative power. For support staff, engaging in ongoing education and using it on the job brings many benefits to the individual and helps create a dynamic and adaptable workforce that contributes significantly to the university’s success.

  • Career Advancement: Continuous learning helps us open doors to career advancement opportunities. MSU staff have access to many professional development opportunities, from workshops to specialized training sessions, allowing us to enhance our skills in preparation for future positions. Educational Assistance is available for non-credit opportunities such as conferences, seminars, and credit opportunities for those interested.
  • Enhanced Job Performance: Staying current with industry trends and best practices is essential for optimal job performance. MSU’s commitment to continuous learning ensures that staff are equipped with the latest knowledge and skills, directly impacting their ability to excel in their roles and contribute to the university’s operational excellence. Individuals can chart their own path using educational assistance or elevateU, the free on-demand source for technical and essential skill development and certification prep.
  • Increased Engagement: Continuous learning fosters a sense of achievement and personal satisfaction with a person’s job, and while resources are always slim—supporting continuous learning is essential for supervisors. Staff who feel supported in their educational pursuits are more likely to experience higher engagement, leading to a positive work environment and a deepened commitment to MSU’s mission.
  • Adaptability to Change: Adaptability is a key attribute in the ever-evolving professional landscape. Continuous learning instills resilience and the ability to navigate change effectively. Those empowered to participate in ongoing education will be well-positioned to embrace new challenges and contribute to the university’s culture of innovation.

Educational Assistance Programs

MSU exemplifies its commitment to the educational journey of support staff through robust educational assistance programs designed to remove financial barriers to learning. Please review your employee contract for specific details.

  • Tuition Assistance Programs:
    • The Tuition Assistance Program at MSU is a testament to the university’s commitment to making education accessible. Staff can pursue undergraduate or graduate degrees with financial support, aligning their educational aspirations with their career goals. Attending MSU credit-granting programs means you will receive a waiver upfront on the cost of tuition.
    • Tuition for non-MSU degree programs provides reimbursement according to your contract.
  • Non-Credit Assistance:
    • Each employee group can take programs offered by HR’s Organization and Professional Development or IT Services, non-credit programs, seminars, and conferences. Most staff employee groups have $800 or$900 available annually for non-credit programs. APA members can utilize this amount toward credit classes.

How to access:

Log into the EBS Portal, select My Career and Training from the top navigation, and then select the tile for Courses for Employees at MSU (HR or IT Services classes), elevateU, or Educational Assistance System.

  • Programs run on an academic calendar in general, adjusting for variances in start/stop dates.
  • Beginning January 2024, APA and APSA employees are eligible for these benefits at the time of hire.

For more information: 

MSU’s unwavering commitment to continuous learning and educational assistance for staff reflects a dedication to fostering a community of excellence. By investing in the growth and development of its employees, MSU not only enriches individual lives but also ensures the continued success and vibrancy of the entire university. Through continuous learning and educational assistance, MSU empowers its staff to excel in their roles, contribute meaningfully to the institution, and embark on a journey of lifelong learning.

Sources:

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Educational Assistance: Fall Reminders

Published on by MSU Human ResourcesLeave a comment

With this year’s Educational Assistance, or “Ed Assist”, support staff benefit resetting with the start of the fall semester, now’s a perfect time to refresh your Ed Assist knowledge and take advantage of this opportunity for your learning and development. Here are a few important reminders regarding this benefit. New to Ed Assist? Start here for an overview.

Educational Assistance Balance Reset

If you are eligible for Educational Assistance, your Ed Assist funds reset each year with the start of the fall semester. You may check your current Ed Assist balance within EBS.

  1. Log in to EBS.
  2. Access the My Career & Training section.
  3. Select the Educational Assistance System tile.
  4. Hover over My Account in the top menu.
  5. Choose EdAssist Balance.

Credit and Non-Credit Options

You may receive financial assistance for both credit and non-credit courses, which may include training, seminars, workshops, conferences, or other educational opportunities. Use this benefit to enhance your professional skill set or help you reach Performance Excellence goals.

For non-credit courses, like professional development courses available through HR, support staff employees have up to $800 per year to use toward course registration fees. The course must be considered job-related and from an approved institution/program to receive assistance.

For credit courses, you can receive up to 14 credits per academic year. Your financial assistance level is determined by your union group, the type, of course, you’re taking (graduate or undergraduate), and where you’re taking the course (MSU or another university). The course must be considered job-related, degree-related, or career/professional development-related.

Taxation Information for Graduate-Level, Degree-Related Coursework

When using Educational Assistance funds toward graduate-level, degree-related classes for credit, it’s important to remember and plan for IRS tax exemption rules. The Internal Revenue Code (IRC) provides an exemption of up to $5,250 in a tax (calendar) year for graduate-level, degree-related courses reimbursed/waived through employer educational assistance programs, such as the one at MSU. Any amount of the benefit over $5,250 for degree-related, graduate-level courses is considered taxable income by the IRS.

If you utilize Ed Assist benefits for graduate-level, degree-related courses for credit over the $5,250 exclusion amount, appropriate tax withholding will be made, and the amount will be added to your gross wages. If a tax liability is determined, the deductions must be completed within the same calendar year. If this tax situation applies to your Ed Assist usage, you will receive notification via email in the fall, typically around September. This notification will indicate the amount of Educational Assistance received in the calendar year, how much of that amount is taxable, and on which paychecks withdrawals will occur to cover the outstanding tax liability.

Keep in mind: This tax liability, dictated by the IRS, applies ONLY to any Ed Assist benefit usage over the $5,250 limit when applied to graduate-level, degree-related courses for credit. For example, if you received $6,250 in eligible Ed Assist benefits in a year, then you would only be taxed on the $1,000 amount that is more than the exclusion limit and owe a percentage of that $1,000 as your tax liability.

Find detailed information about Educational Assistance – including how to apply – on the HR website. Contact Organization and Professional Development at prodev@hr.msu.edu with questions.

Sources

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Reimbursement for a Non-Credit Learning Opportunity

Published on by Megan MacGregorLeave a comment

As an MSU benefits-eligible support staff employee, you have access to Educational Assistance. This benefit offers financial assistance towards your professional development after you’ve worked at MSU for an equivalent of 12 full-time service months. If you work less than full-time, the benefit is prorated based on your employment percentage.

You may receive up to $900 per year to use towards registration costs for a variety of non-credit learning opportunities, including trainings, seminars, workshops, conferences and courses. You will need to submit an Educational Assistance application to request financial assistance. You can access the Educational Assistance application in the EBS Portal under the My Career and Training tab. The learning opportunity must be considered job-related and from an approved institution/program to be approved for financial assistance.

You will need to upload two documents to your Educational Assistance application to receive reimbursement:

  1. Proof of Payment: The registration costs will need to be paid up front by either you or your department before you receive reimbursement. Make sure to submit proof of payment that clearly shows whether you or your department should be receiving the reimbursement. If you paid for the learning opportunity, you should upload a receipt that clearly shows you paid. If your department paid, you will need to obtain either the procurement card statement or the department operating statement (this would depend on the method of payment that was used) from your department’s fiscal officer.
  2. Proof of Attendance/Completion: There are a variety of documents that you can upload for proof of attendance, including a certificate of completion, formal email/letter of congratulations for completing or attending the learning opportunity, or confirmation of your registration if no other documentation was issued/provided.

PLEASE NOTE: Courses that you register for through the Courses for MSU Employees application in the EBS portal, such as Organization and Professional Development courses or MSU IT courses, do not require an Educational Assistance application. For these courses, you just need to select Educational Assistance as your form of payment when you register.

The Educational Assistance benefit also offers financial assistance for credit courses, which you can learn more about in this previous blog post. Find detailed information about Educational Assistance on the HR website. Questions? We’re happy to help! Contact the HR Solutions Center at SolutionsCenter@hr.msu.edu or 517-353-4434.