Church Plans

294 topics in this forum

1. How do some of the churches calculate employee senority for their mus

   By Guest KennyG53, January 18, 1999
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • January 18, 1999

2. "Controlled Group"

   By Randy Watson, June 30, 2008
   • 1 reply
   • 2.9k views
   • 
   • Guest
   • June 30, 2008

3. (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

4. 1.401(a)(4)-5(b) - restricted distributions

   By Guest, November 8, 2000
   • 1 reply
   • 2.4k views
   • 
   • Guest
   • November 14, 2000

5. 105(h) Nondiscrimination Tests

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

6. 1099 Employee's Eligibility

   By Barbara Hanis, November 6, 2018
   • 3 replies
   • 1.4k views
   • 
   • Barbara Hanis
   • November 8, 2018

7. 1099R Reporting for Housing Allowance

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

8. 401(a) and ERISA?

   By Guest lndsydms, January 3, 2013   

   • 401(a)
   • ERISA
   • (and 2 more)

     Tagged with:

     • 401(a)
     • ERISA
     • rollover
     • SPD
   • 2 replies
   • 3.7k views
   • 
   • BG5150
   • January 3, 2013

9. 401(a) Plan to Church Plan

   By Guest pensionadmin, December 13, 2001
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • December 13, 2001

10. 401(k) Church Plan

    By Guest susa, April 2, 2003
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • April 19, 2003

11. 401(k) plan document

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

12. 401(m) testing

    By Guest Madalyn Clark, November 1, 1999
    • 2 replies
    • 3.5k views
    • 
    • MWeddell
    • February 6, 2001

13. 403(b) and ministers

    By Guest Butch, February 12, 2002
    • 2 replies
    • 2.7k views
    • 
    • mbozek
    • February 18, 2002

14. 403(b) Contributions for Foreign Missionaries

    By Ellie Lowder, October 13, 2000
    • 0 replies
    • 2.6k views
    • 
    • Ellie Lowder
    • October 13, 2000

15. 403(b) Distribution Treated as Housing Allowance

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

16. 403(b) for HCE Only

    By Guest Patrick Foley, March 24, 2006
    • 3 replies
    • 3.9k views
    • 
    • Guest
    • March 28, 2006

17. 403(b) Matching Contributions

    By Guest benefits123, July 29, 2009
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • July 29, 2009

18. 403(b) Universal Availability

    By Fisher, June 19, 2008
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • June 30, 2008

19. 403(b)(7)

    By Guest brb, October 26, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 29, 2009

20. 403(b)(7) or 403(b)(9) for a church?

    By Guest RRS, November 11, 2000
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • November 11, 2000

21. 403(b)(7) versus 403(b)(9)

    By Guest mbw, April 28, 2008
    • 1 reply
    • 3.8k views
    • 
    • TLGeer
    • September 15, 2008

22. 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

23. 403B and a SEP plan Both?

    By Guest carolinawind, July 22, 2008
    • 1 reply
    • 2.2k views
    • 
    • ERISAnut
    • July 26, 2008

24. 403B Church Plan

    By Guest angelf, January 19, 2012
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • January 24, 2012

25. 403b rollover into 401k (501c(3) plan

    By Guest derek, November 12, 1998
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • November 14, 1998

26. 403b7/distributions as housing allowance at retirement

    By Guest statcat, September 13, 2011
    • 3 replies
    • 4.9k views
    • 
    • Guest
    • December 20, 2011

27. 410(d) Election

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

28. 414(e) Religious Sponsored Plans

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

29. 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

30. 415 limits/housing allowances

    By Guest ksumner, September 8, 1999
    • 1 reply
    • 3.4k views
    • 
    • Guest
    • September 8, 1999

31. 5500s and change to church plan status

    By Guest MichiganGirl, April 23, 2010
    • 3 replies
    • 2.7k views
    • 
    • TLGeer
    • April 23, 2010

32. 90-24 Transfers

    By Guest TWard, October 10, 2007
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • October 10, 2007

33. 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

34. ACP Testing For Church 403(b)

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

35. ACP Testing: 403b vs. 401k

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

36. Adea

    By Guest meggie, May 17, 2002
    • 1 reply
    • 2.6k views
    • 
    • mbozek
    • May 18, 2002

37. Amending a church plan to reduce an accrued benefit

    By Guest jvanheyde, June 25, 2009
    • 1 reply
    • 2.8k views
    • 
    • david rigby
    • June 25, 2009

38. Annuity and RMD

    By Guest paixgal, September 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • September 13, 2010

39. Anti-alienation

    By BTG, April 25, 2011
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • January 4, 2012

40. Any advantages to using a grantor trust or welfare benefit fund rather

    By Guest kredlin, February 5, 2003
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 10, 2003

41. Any GUST/EGTRRA remedial amendment period for non-electing church plans?

    By Guest APierce, August 26, 2003
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • August 26, 2003

42. Applicability of 410(d) Election

    By Guest krijowri, August 14, 2008
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 1, 2008

43. Approved Vendors for New 403(b)

    By Guest usmcretd, January 31, 2013   

    • 403(b) vendor ISA
    • 1 reply
    • 2.1k views
    • 
    • ETA Consulting LLC
    • February 1, 2013

44. Are 403(b)(9) distributions treated as "Housing Allowance" s

    By Guest bhmarker, November 15, 2000
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • November 21, 2002

45. Are 584 Trust Funds allowed as investment options in a Church 403 (b)

    By Guest D Deluccia, May 20, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 20, 2002

46. 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

47. Are church plans subject to limits on plan expenses?

    By Guest jdw, June 11, 2004
    • 2 replies
    • 2.8k views
    • 
    • mbozek
    • June 15, 2004

48. Are there any advantages to using a grantor trust rather than a VEBA f

    By Guest Don Jones, November 6, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 6, 2000

49. ASSETS OF QUALIFIED PLAN

    By LIBERTYKID, November 18, 2008
    • 0 replies
    • 1.7k views
    • 
    • LIBERTYKID
    • November 18, 2008

50. Association as Trustee

    By Guest Geezer, December 23, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 23, 2011