Church Plans

294 topics in this forum

1. Organizational Status Change

   By 401k Conundrums, August 29
   • 0 replies
   • 293 views
   • 
   • 401k Conundrums
   • August 29

2. Church and Opposite Sex Spouse

   By WolverineBenefits, March 12
   • 10 replies
   • 1.6k views
   • 
   • Peter Gulia
   • April 9

3. Church NQDC Plan Top-Hat Exempt?

   By Plan Doc, December 10, 2024
   • 6 replies
   • 955 views
   • 
   • Plan Doc
   • December 16, 2024

4. Church DB Plan Funding Requirement

   By John314, October 23, 2024   

   • defined benefit
   • church plans
   • 4 replies
   • 1.1k views
   • 
   • Gina Alsdorf
   • October 24, 2024

5. Are Church 401(k) Plans subject to 401(k) and (m) testing

   By CharlesLeggette, February 27, 2013   

   • church plan 401(k)
   • discrimination testing
   • 13 replies
   • 10.2k views
   • 
   • Belgarath
   • May 21, 2024

6. NQDC Church Plan - Eligibility and Vesting

   By Plan Doc, January 24, 2024
   • 7 replies
   • 1.7k views
   • 
   • Peter Gulia
   • January 30, 2024

7. Use of Qualified 401(a) Non-Electing Church Plan Assets to Indemnify Church Employees/Directors

   By Kate Belyayeva, February 10, 2023
   • 1 reply
   • 1.1k views
   • 
   • Peter Gulia
   • February 10, 2023

8. Plan Document (Cycle 3) for Money Purchase Plan sponsored by Non-Electing Church

   By Patricia Neal Jensen, May 3, 2022
   • 1 reply
   • 1.6k views
   • 
   • mbvs
   • May 4, 2022

9. Can a church sponsor two separate plans?

   By 401(k)athryn, April 13, 2017   

   • church
   • 1 reply
   • 1.5k views
   • 
   • MQS0413
   • March 23, 2022

10. 415 limit in a church plan - special election

    By 401(k)athryn, September 1, 2020
    • 3 replies
    • 2.2k views
    • 
    • Peter Gulia
    • October 1, 2020

11. PLR on Proposed Plan?

    By kmhaab, April 10, 2020
    • 3 replies
    • 1.5k views
    • 
    • kmhaab
    • August 26, 2020

12. 1099R Reporting for Housing Allowance

    By JOH, June 26, 2020
    • 1 reply
    • 961 views
    • 
    • Peter Gulia
    • June 27, 2020

13. Housing Allowance and 1099R Reporting

    By JOH, June 8, 2020
    • 2 replies
    • 1.4k views
    • 
    • JOH
    • June 8, 2020

14. Church plan excluding bonus from compensation

    By dmb, January 31, 2020
    • 1 reply
    • 1.7k views
    • 
    • dmb
    • January 31, 2020

15. Terminating employer in multiple employer 403(b)(9)

    By KaJay, June 10, 2019
    • 6 replies
    • 3.2k views
    • 
    • QP_Guy
    • June 12, 2019

16. Church Plan - Is this allowable

    By Santo Gold, November 20, 2018
    • 6 replies
    • 3.3k views
    • 
    • Santo Gold
    • November 27, 2018

17. 1099 Employee's Eligibility

    By Barbara Hanis, November 6, 2018
    • 3 replies
    • 1.3k views
    • 
    • Barbara Hanis
    • November 8, 2018

18. 403(b)(7) vs. 403(b)(9)

    By 401(k)athryn, September 27, 2017
    • 4 replies
    • 7.1k views
    • 
    • Patricia Neal Jensen
    • September 25, 2018

19. Church Plan Increase in NRA

    By jim241, July 6, 2018   

    • church plan
    • protected benefits
    • (and 3 more)

      Tagged with:

      • church plan
      • protected benefits
      • normal retirement age
      • 411(d)(6)
      • anti-cutback
    • 9 replies
    • 2.2k views
    • 
    • Luke Bailey
    • July 10, 2018

20. Non-Electing QCCO Needs Pre-approved 401(k) Document

    By Patricia Neal Jensen, June 18, 2018   

    • qcco
    • 401(c)
    • 5 replies
    • 1.8k views
    • 
    • PensionPro
    • June 19, 2018

21. (2) 403(b) providers for a church plan

    By Barbara Hanis, May 11, 2018
    • 3 replies
    • 1.3k views
    • 
    • Patricia Neal Jensen
    • May 15, 2018

22. Church plans and employer contributions

    By Barbara Hanis, April 23, 2018
    • 7 replies
    • 2.4k views
    • 
    • Patricia Neal Jensen
    • April 26, 2018

23. Churches and 457

    By Guest Patrick Foley, December 22, 2004
    • 7 replies
    • 5.4k views
    • 
    • ERISAAPPLE
    • April 20, 2018

24. Church plan and definition of Spouse

    By 30Rock, April 12, 2018
    • 11 replies
    • 2.2k views
    • 
    • 30Rock
    • April 16, 2018

25. Clergy Housing Allowance - Contributions and HCE determination

    By stephen, February 16, 2018
    • 4 replies
    • 2.9k views
    • 
    • stephen
    • February 23, 2018

26. Employer contributions limits to 403(b)(9)

    By ron39, October 15, 2017
    • 1 reply
    • 3k views
    • 
    • Patricia Neal Jensen
    • October 18, 2017

27. 414(e) Religious Sponsored Plans

    By oldman63, May 31, 2017
    • 0 replies
    • 1.7k views
    • 
    • oldman63
    • May 31, 2017

28. Many Questions regarding church plans

    By abanky, May 8, 2007
    • 14 replies
    • 14.5k views
    • 
    • Peter Gulia
    • May 23, 2017

29. 403(b) Distribution Treated as Housing Allowance

    By DTH, February 2, 2017
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • February 8, 2017

30. Implementing a lump sum window for a church plan

    By Effen, February 2, 2017
    • 4 replies
    • 2.1k views
    • 
    • My 2 cents
    • February 6, 2017

31. non-church 403(b) plan and ministerial housing

    By JustMe, November 9, 2016
    • 0 replies
    • 1.5k views
    • 
    • JustMe
    • November 9, 2016

32. Will 5500 filing make a Church Plan subject to ERISA

    By leighl, August 5, 2016
    • 2 replies
    • 2.5k views
    • 
    • david rigby
    • August 5, 2016

33. Church Plan Clarification Act - Are Regs Expected?

    By AMDG, January 8, 2016   

    • 403(b)(9)
    • church plan
    • 5 replies
    • 2.6k views
    • 
    • AMDG
    • August 3, 2016

34. Retirement plan contributions and housing allowance

    By Tinman, March 2, 2016
    • 0 replies
    • 1.7k views
    • 
    • Tinman
    • March 2, 2016

35. Eligibility for employer contribution

    By GrammieMame, October 23, 2015
    • 2 replies
    • 1.6k views
    • 
    • GBurns
    • October 25, 2015

36. questions about maximizing 403b deferrals

    By nottheonlydreamer, September 25, 2015
    • 11 replies
    • 2.9k views
    • 
    • GBurns
    • October 2, 2015

37. FSA or HRA

    By artp, January 31, 2015
    • 12 replies
    • 3.7k views
    • 
    • ralphmabry
    • September 29, 2015

38. Can Church Plans be MEPs

    By DCDude, August 21, 2015   

    • Church
    • MEP
    • (and 2 more)

      Tagged with:

      • Church
      • MEP
      • Multiple Employer Plan
      • Multiemployer Plan
    • 2 replies
    • 2.5k views
    • 
    • DCDude
    • August 24, 2015

39. Timely deposits?

    By Zorro1k, August 6, 2015   

    • late
    • timely
    • (and 1 more)

      Tagged with:

      • late
      • timely
      • deposits
    • 2 replies
    • 1.9k views
    • 
    • Peter Gulia
    • August 6, 2015

40. ACP Testing: 403b vs. 401k

    By Craig Garner, March 4, 2015
    • 2 replies
    • 4.1k views
    • 
    • Craig Garner
    • March 11, 2015

41. Investments in a 403(b)(9) plan

    By 403(b)(9), February 12, 2015
    • 2 replies
    • 3.4k views
    • 
    • 403(b)(9)
    • February 13, 2015

42. Does a non-electing Church Plan need to provide SPDs?

    By katieinny, January 22, 2015   

    • Or SMMs?
    • 3 replies
    • 2.1k views
    • 
    • katieinny
    • January 23, 2015

43. Church plans and DOMA

    By katieinny, December 17, 2014   

    • Compliance not required?
    • 7 replies
    • 3k views
    • 
    • mbozek
    • December 29, 2014

44. Equivalent of Stock Sale in Church Plan?

    By dmb, November 10, 2014
    • 5 replies
    • 1.9k views
    • 
    • ESOP Guy
    • November 13, 2014

45. May a non-electing church plan raise normal retirement age?

    By Trekker, July 1, 2013
    • 2 replies
    • 2.9k views
    • 
    • david rigby
    • July 31, 2014

46. Not a Church Plan. Now what?

    By elmobob14, July 29, 2014
    • 3 replies
    • 1.7k views
    • 
    • mdm09
    • July 31, 2014

47. Church-controlled tax exempt organziation

    By LIBERTYKID, June 27, 2014
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • June 27, 2014

48. Service based Match in 403b Church plan

    By dmb, April 29, 2014
    • 0 replies
    • 1.7k views
    • 
    • dmb
    • April 29, 2014

49. Sponsoring multiple "church" plans

    By Guest jphotz, February 5, 2014   

    • 410(d)
    • 1 reply
    • 1.9k views
    • 
    • jpod
    • February 5, 2014

50. Self-Employed Clergy

    By oldman, December 3, 2013
    • 2 replies
    • 3.6k views
    • 
    • 403(b)(9)
    • December 7, 2013