Church Plans

294 topics in this forum

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

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

2. Many Questions regarding church plans

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

3. 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

4. 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

5. Ministers, housing allowances, and FICA

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

6. Trade Act of 2002 - Does it apply to self-funded church plan

   By ERISAatty, August 6, 2010
   • 1 reply
   • 7.5k views
   • 
   • Guest
   • September 30, 2010

7. 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

8. 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

9. 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

10. Church welfare plans and state regulation

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

11. Housing allowance treatment of retirement plan payments

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

12. Qualified Church-Controlled Organizations?

    By Guest Penelope, June 27, 2006
    • 3 replies
    • 5.5k views
    • 
    • Guest
    • July 27, 2006

13. Churches and 457

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

14. 410(d) Election

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

15. 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

16. Minimum Distribution Requirements

    By dmb, January 2, 2007
    • 3 replies
    • 5k views
    • 
    • Guest
    • January 19, 2007

17. non-erisa vs erisa and emloyer (church) contributions

    By Guest Ted in PA, October 29, 2008
    • 1 reply
    • 4.9k views
    • 
    • John Feldt ERPA CPC QPA
    • October 30, 2008

18. 403b7/distributions as housing allowance at retirement

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

19. Housing allowance

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

20. church plan 401k vs 403b

    By Santo Gold, November 8, 2006
    • 0 replies
    • 4.8k views
    • 
    • Santo Gold
    • November 8, 2006

21. Terminating a group health Church Plan

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

22. QJSA

    By Randy Watson, December 6, 2005
    • 2 replies
    • 4.8k views
    • 
    • Randy Watson
    • December 6, 2005

23. Setting Reserves: Self Funded Health Plan

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

24. Welfare Plan 410(d) Election

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

25. Raising cashout limit OK?

    By Guest Patrick Foley, May 29, 2003
    • 3 replies
    • 4.3k views
    • 
    • mbozek
    • May 30, 2003

26. Start Up Church Plan

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

27. SEP IRA for Church

    By R. Butler, September 25, 2013
    • 1 reply
    • 4.3k views
    • 
    • ETA Consulting LLC
    • September 25, 2013

28. Church plans and nondiscrimination testing

    By katieinny, June 12, 2008
    • 2 replies
    • 4.3k views
    • 
    • katieinny
    • October 8, 2008

29. DB Freeze Notice To Participants Non-electing Church Plan

    By Guest IRISH79, May 30, 2007
    • 4 replies
    • 4.2k views
    • 
    • jpod
    • June 5, 2007

30. ACP Testing: 403b vs. 401k

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

31. Exemption From 403(b) Discrimination Rules

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

32. 105(h) Nondiscrimination Tests

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

33. health benefits vs. salary increase

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

34. 403(b) Universal Availability

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

35. 403(b) for HCE Only

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

36. terminating church plan

    By Guest Keith N, February 15, 2002
    • 3 replies
    • 3.8k views
    • 
    • mbozek
    • February 27, 2002

37. 403(b)(7) versus 403(b)(9)

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

38. IRS Letter Ruling to Stop 5500 Filings?

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

39. FSA or HRA

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

40. 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

41. why would a church file a 5500?

    By Guest Enda80, December 12, 2007
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • December 15, 2007

42. COBRA subsidy for church plans?

    By Guest Ohio, February 16, 2009
    • 0 replies
    • 3.7k views
    • 
    • Guest
    • February 16, 2009

43. Lutheran church trying to set up 403b

    By Guest statcat, August 31, 2011
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • August 31, 2011

44. Defined Benefit Church Plan

    By John Feldt ERPA CPC QPA, February 22, 2008
    • 1 reply
    • 3.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 27, 2008

45. Converting from Church Plan status to ERISA

    By Guest dlcastr01, November 22, 2005
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • November 22, 2005

46. deductions subject to tax

    By Guest newlifeca, July 31, 2004
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • August 6, 2004

47. Minister's housing allowance and compensation

    By Guest Tara Curran, May 13, 2002
    • 2 replies
    • 3.6k views
    • 
    • david rigby
    • May 13, 2002

48. Is church plan required to use GATT Rate as minimum for lump sums

    By Guest IRISH79, January 23, 2007
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • January 24, 2007

49. Housing Allowance credit on 403(B) dist's?

    By Guest danmar, December 28, 1998
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • December 29, 1998

50. Self-Employed Clergy

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