Church Plans

294 topics in this forum

1. SEP IRA for Church

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

2. Sick Leave

   By R. Butler, September 25, 2013
   • 0 replies
   • 1.5k views
   • 
   • R. Butler
   • September 25, 2013

3. Discrimination testing

   By 403(b)(9), September 12, 2013
   • 1 reply
   • 1.7k views
   • 
   • ETA Consulting LLC
   • September 12, 2013

4. Church Plan Contributions for Specific Employees

   By CharlesLeggette, July 22, 2013   

   • church;contribution
   • 1 reply
   • 3k views
   • 
   • Clarifying Health
   • August 14, 2013

5. IRS Issues Guidance on Vesting Standards to Be Followed By Church Plans

   By Carol V. Calhoun, July 16, 2013   

   • vesting
   • irs
   • (and 2 more)

     Tagged with:

     • vesting
     • irs
     • qualification
     • church plans
   • 1 reply
   • 2.5k views
   • 
   • John Feldt ERPA CPC QPA
   • July 16, 2013

6. 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

7. Spousal Consent

   By oldman, May 8, 2013
   • 3 replies
   • 2.8k views
   • 
   • david rigby
   • May 8, 2013

8. Frozen Cash Balance Plan

   By cohendrake, April 23, 2013
   • 0 replies
   • 1.6k views
   • 
   • cohendrake
   • April 23, 2013

9. Exemption From 403(b) Discrimination Rules

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

10. 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

11. Eliminate early retirement from non-electing church plan?

    By Trekker, January 14, 2013
    • 2 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • January 14, 2013

12. 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

13. Church Plans and management

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

14. Church Plans and "Common Control"

    By Guest MichiganGirl, September 9, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 9, 2012

15. Housing allowance & 414(s) comp

    By dcoderre, July 15, 2009
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • August 27, 2012

16. 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

17. Nun

    By Fisher, August 20, 2012
    • 1 reply
    • 2k views
    • 
    • Peter Gulia
    • August 20, 2012

18. Housing Allowance Contributions

    By oldman, August 9, 2012
    • 0 replies
    • 2.2k views
    • 
    • oldman
    • August 9, 2012

19. Church plans and 415 limitations

    By Guest Benefits Analyst, June 18, 2012
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 18, 2012

20. EGTRRA Restatement for DB plans

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

21. Church Benefits Board

    By Guest Geezer, March 13, 2012
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 13, 2012

22. Church 457(b) Plan

    By oldman, March 1, 2012
    • 4 replies
    • 2.7k views
    • 
    • jpod
    • March 2, 2012

23. Do matching ER contributions in a 403(b)(9) result in the plan being subject to ERISA?

    By Guest Geezer, February 16, 2012
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • February 16, 2012

24. Employee of a Qualified trust

    By Guest Geezer, October 19, 2011
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 9, 2012

25. 403B Church Plan

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

26. Anti-alienation

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

27. Private Letter Rulings

    By Guest ENT, December 28, 2011
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 28, 2011

28. Association as Trustee

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

29. 403b7/distributions as housing allowance at retirement

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

30. non-electing church plan and ADEA

    By Guest cbclark, December 8, 2011
    • 1 reply
    • 1.6k views
    • 
    • Chaz
    • December 9, 2011

31. Deemed IRA Trustee

    By Guest Geezer, September 14, 2011
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 14, 2011

32. Housing allowance

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

33. Lutheran church trying to set up 403b

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

34. Self-Employed Minister

    By dashab, August 22, 2011
    • 0 replies
    • 1.7k views
    • 
    • dashab
    • August 22, 2011

35. Terminating Church Plan

    By Madison71, May 5, 2011
    • 0 replies
    • 2.5k views
    • 
    • Madison71
    • May 5, 2011

36. Special DL Cycle for Church Plans?

    By Guest bobolink, January 6, 2011
    • 3 replies
    • 2.5k views
    • 
    • BTG
    • April 25, 2011

37. Contolled Group

    By oldman, March 25, 2011
    • 0 replies
    • 1.5k views
    • 
    • oldman
    • March 25, 2011

38. Non-Electing Church Plan

    By Guest MJ1, March 8, 2011
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 8, 2011

39. Non-electing Church plan

    By Guest Phineas, March 6, 2011
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 6, 2011

40. Does includible compensation for 415 purposes include a housing allowance

    By smm, September 16, 2010
    • 1 reply
    • 2.1k views
    • 
    • dcoderre
    • February 24, 2011

41. 105(h) Nondiscrimination Tests

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

42. Who's the employer

    By Guest JWR, June 18, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 1, 2010

43. Interim Amendment Deadlines for Church plans

    By John Feldt ERPA CPC QPA, November 1, 2010
    • 2 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2010

44. Church Plans and 410(b)

    By dmb, September 24, 2010
    • 4 replies
    • 2.4k views
    • 
    • movedon
    • October 13, 2010

45. WSJ on church plan

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

46. Working Past NRA

    By BTG, September 30, 2010
    • 0 replies
    • 1.5k views
    • 
    • BTG
    • September 30, 2010

47. 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

48. Church Plan and Form 5500

    By cpc0506, August 24, 2010
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • September 27, 2010

49. Annuity and RMD

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

50. Top Heavy in DB plan

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