Church Plans

294 topics in this forum

1. Many Questions regarding church plans

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

2. 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

3. FSA or HRA

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

4. A sticky wicket: church plans and domestic partners in California

   By Guest erisafried, March 5, 2005
   • 12 replies
   • 5.1k views
   • 
   • Don Levit
   • March 10, 2005

5. questions about maximizing 403b deferrals

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

6. Church Plans and management

   By TPApril, May 4, 2012
   • 11 replies
   • 2.5k views
   • 
   • Guest
   • September 17, 2012

7. Church plan and definition of Spouse

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

8. Church and Opposite Sex Spouse

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

9. Distributions from Church plans

   By Guest metzger, March 29, 2002
   • 10 replies
   • 2.9k views
   • 
   • mbozek
   • May 6, 2002

10. Does filing a Form 5500 constitute the irrevocable election

    By Guest Bearlee, October 24, 2008
    • 10 replies
    • 6.5k views
    • 
    • Kevin C
    • May 29, 2013

11. 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

12. Pastor needs separate plan...help

    By Guest LTurner, January 11, 2001
    • 8 replies
    • 2.9k views
    • 
    • Ellie Lowder
    • January 29, 2001

13. Must ALL Church 403(b)'s have Plan documents?

    By Guest Patrick Foley, October 16, 2007
    • 7 replies
    • 8.7k views
    • 
    • smm
    • October 24, 2008

14. 105(h) Nondiscrimination Tests

    By Chaz, December 14, 2010
    • 7 replies
    • 4k views
    • 
    • Chaz
    • December 29, 2010

15. Church plans and DOMA

    By katieinny, December 17, 2014   

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

16. Churches and 457

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

17. Terminating a group health Church Plan

    By Guest pedmund, November 3, 2005
    • 7 replies
    • 4.8k views
    • 
    • Guest
    • November 24, 2005

18. 410(d) Election

    By Fisher, March 11, 2009
    • 7 replies
    • 5.4k views
    • 
    • jpod
    • March 12, 2009

19. Exemption From 403(b) Discrimination Rules

    By QDROphile, December 18, 2012
    • 7 replies
    • 4k views
    • 
    • jpod
    • February 5, 2013

20. ERISA Coverage

    By Guest rkanar, February 22, 2001
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • February 26, 2001

21. Church plans and employer contributions

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

22. NQDC Church Plan - Eligibility and Vesting

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

23. Welfare Plan 410(d) Election

    By Guest Patrick Foley, November 8, 2001
    • 7 replies
    • 4.4k views
    • 
    • smm
    • February 20, 2003

24. Why choose 403(b)7 over 403(b)9?

    By Guest vinson7, April 10, 2009
    • 7 replies
    • 21.6k views
    • 
    • Guest
    • April 26, 2010

25. plan document.....still

    By Guest Moira, April 26, 2010
    • 6 replies
    • 2k views
    • 
    • TLGeer
    • April 30, 2010

26. Church NQDC Plan Top-Hat Exempt?

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

27. health benefits vs. salary increase

    By Guest segisara, September 12, 2007
    • 6 replies
    • 4k views
    • 
    • John Feldt ERPA CPC QPA
    • October 19, 2007

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

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

29. Start Up Church Plan

    By Guest Bizitchie, December 26, 2008
    • 6 replies
    • 4.3k views
    • 
    • Guest
    • June 3, 2009

30. WSJ on church plan

    By TLGeer, June 7, 2010
    • 6 replies
    • 2.3k views
    • 
    • My 2 cents
    • October 1, 2010

31. How does a pastors housing allowance affect the definition of compensa

    By actuarysmith, January 28, 2002
    • 6 replies
    • 5.9k views
    • 
    • fiona1
    • August 22, 2012

32. Church Plan - Is this allowable

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

33. 401(k) plan document

    By LIBERTYKID, November 19, 2008
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • February 18, 2009

34. Ministers, housing allowances, and FICA

    By Dowist, March 28, 2000
    • 5 replies
    • 8.2k views
    • 
    • Guest
    • April 1, 2000

35. Housing allowance

    By Guest rl6148, October 29, 2008
    • 5 replies
    • 4.9k views
    • 
    • Kevin C
    • September 13, 2011

36. 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

37. Top Heavy in DB plan

    By dmb, July 1, 2010
    • 5 replies
    • 1.9k views
    • 
    • My 2 cents
    • August 3, 2010

38. Church welfare plans and state regulation

    By Don Levit, July 5, 2005
    • 5 replies
    • 5.9k views
    • 
    • Guest
    • June 4, 2007

39. Setting Reserves: Self Funded Health Plan

    By Guest mcronin, August 16, 2002
    • 5 replies
    • 4.7k views
    • 
    • Ron Snyder
    • August 16, 2002

40. IRS Letter Ruling to Stop 5500 Filings?

    By Guest Patrick Foley, October 16, 2009
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • July 21, 2010

41. Equivalent of Stock Sale in Church Plan?

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

42. 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

43. Automatic Rollovers

    By Guest Patrick Foley, January 25, 2005
    • 5 replies
    • 3.1k views
    • 
    • Kirk Maldonado
    • January 29, 2005

44. Elimination of optional forms for nonelecting church plan

    By Medusa, June 19, 2002
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • June 20, 2002

45. electing / nonelecting plan, etc.

    By Guest PMiller, June 21, 2004
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • June 28, 2004

46. Church 403(b) vs. church 401(k)

    By Guest pinsall, June 16, 2000
    • 4 replies
    • 3.2k views
    • 
    • IRC401
    • June 20, 2000

47. ACP Testing For Church 403(b)

    By Guest wolfman, March 4, 2002
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • March 7, 2002

48. Housing allowance treatment of retirement plan payments

    By Guest Patrick Foley, June 27, 2000
    • 4 replies
    • 5.6k views
    • 
    • actuarysmith
    • January 28, 2002

49. 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

50. EGTRRA Restatement for DB plans

    By Belgarath, March 19, 2012
    • 4 replies
    • 2.8k views
    • 
    • Belgarath
    • March 20, 2012