Church Plans

290 topics in this forum

1. Pension Protection Act

   By Guest Patrick Foley, September 14, 2006
   • 2 replies
   • 2.8k views
   • 
   • Guest
   • September 20, 2006

2. Percentage of Church Budget Devoted to Retirement Benefits

   By Guest Edward McElroy, September 21, 1998
   • 0 replies
   • 2.8k views
   • 
   • Guest
   • September 21, 1998

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

   By Patricia Neal Jensen, May 3, 2022
   • 1 reply
   • 1.2k views
   • 
   • mbvs
   • May 4, 2022

4. plan document.....still

   By Guest Moira, April 26, 2010
   • 6 replies
   • 1.8k views
   • 
   • TLGeer
   • April 30, 2010

5. Plan Documentat requirement for non-electing church organization with

   By Guest TRUST53, November 28, 2000
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • November 28, 2000

6. Plan Merger OK?

   By Guest Patrick Foley, February 25, 2003
   • 0 replies
   • 2k views
   • 
   • Guest
   • February 25, 2003

7. Plan sponsor's obligation to locate terminated vested individuals

   By Guest calcu, June 8, 2004
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • June 8, 2004

8. PLR on Proposed Plan?

   By kmhaab, April 10, 2020
   • 3 replies
   • 1k views
   • 
   • kmhaab
   • August 26, 2020

9. PPA Benefit Limit Interpretation

   By Guest Patrick Foley, September 20, 2006
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • September 20, 2006

10. Private Letter Rulings

    By Guest ENT, December 28, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 2011

11. Prohibited Transaction

    By Guest cosmo01, March 22, 2004
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 22, 2004

12. Prototype document and church plans

    By Guest StephJT, September 9, 2002
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • September 9, 2002

13. QJSA

    By Randy Watson, December 6, 2005
    • 2 replies
    • 4.6k views
    • 
    • Randy Watson
    • December 6, 2005

14. Qualified Church-Controlled Organizations?

    By Guest Penelope, June 27, 2006
    • 3 replies
    • 5.2k views
    • 
    • Guest
    • July 27, 2006

15. questions about maximizing 403b deferrals

    By nottheonlydreamer, September 25, 2015
    • 11 replies
    • 2.2k views
    • 
    • GBurns
    • October 2, 2015

16. Raising cashout limit OK?

    By Guest Patrick Foley, May 29, 2003
    • 3 replies
    • 4.2k views
    • 
    • mbozek
    • May 30, 2003

17. receiving "church plan" status

    By Guest keltonk, June 11, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • June 11, 1999

18. Requirements for church plans?

    By R. Butler, November 29, 2000
    • 1 reply
    • 2.5k views
    • 
    • Kirk Maldonado
    • November 29, 2000

19. Retirement Income Accounts for churches

    By Guest vetat, October 4, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • October 4, 2000

20. Retirement plan contributions and housing allowance

    By Tinman, March 2, 2016
    • 0 replies
    • 1.4k views
    • 
    • Tinman
    • March 2, 2016

21. Retirement plan for independent contractors

    By Guest rkanar, September 26, 2000
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • September 26, 2000

22. Scholarships to Church Schools

    By Christine Roberts, December 1, 1998
    • 0 replies
    • 2.3k views
    • 
    • Christine Roberts
    • December 1, 1998

23. Section 125 plan

    By Guest ndgal, October 19, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 19, 2000

24. section 72 plan

    By bruce bruinsma, October 17, 2006
    • 0 replies
    • 2.1k views
    • 
    • bruce bruinsma
    • October 17, 2006

25. Self-Employed Clergy

    By oldman, December 3, 2013
    • 2 replies
    • 3.3k views
    • 
    • 403(b)(9)
    • December 7, 2013