Church Plans

290 topics in this forum

1. 403(b) Distribution Treated as Housing Allowance

   By DTH, February 2, 2017
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • February 8, 2017

2. Implementing a lump sum window for a church plan

   By Effen, February 2, 2017
   • 4 replies
   • 1.6k views
   • 
   • My 2 cents
   • February 6, 2017

3. non-church 403(b) plan and ministerial housing

   By JustMe, November 9, 2016
   • 0 replies
   • 1.4k views
   • 
   • JustMe
   • November 9, 2016

4. Will 5500 filing make a Church Plan subject to ERISA

   By leighl, August 5, 2016
   • 2 replies
   • 2.2k views
   • 
   • david rigby
   • August 5, 2016

5. Church Plan Clarification Act - Are Regs Expected?

   By AMDG, January 8, 2016   

   • 403(b)(9)
   • church plan
   • 5 replies
   • 2.3k views
   • 
   • AMDG
   • August 3, 2016

6. Retirement plan contributions and housing allowance

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

7. Eligibility for employer contribution

   By GrammieMame, October 23, 2015
   • 2 replies
   • 1.3k views
   • 
   • GBurns
   • October 25, 2015

8. questions about maximizing 403b deferrals

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

9. FSA or HRA

   By artp, January 31, 2015
   • 12 replies
   • 3.3k views
   • 
   • ralphmabry
   • September 29, 2015

10. Can Church Plans be MEPs

    By DCDude, August 21, 2015   

    • Church
    • MEP
    • (and 2 more)

      Tagged with:

      • Church
      • MEP
      • Multiple Employer Plan
      • Multiemployer Plan
    • 2 replies
    • 2.1k views
    • 
    • DCDude
    • August 24, 2015

11. Timely deposits?

    By Zorro1k, August 6, 2015   

    • late
    • timely
    • (and 1 more)

      Tagged with:

      • late
      • timely
      • deposits
    • 2 replies
    • 1.6k views
    • 
    • Peter Gulia
    • August 6, 2015

12. ACP Testing: 403b vs. 401k

    By Craig Garner, March 4, 2015
    • 2 replies
    • 3.8k views
    • 
    • Craig Garner
    • March 11, 2015

13. Investments in a 403(b)(9) plan

    By 403(b)(9), February 12, 2015
    • 2 replies
    • 3k views
    • 
    • 403(b)(9)
    • February 13, 2015

14. Does a non-electing Church Plan need to provide SPDs?

    By katieinny, January 22, 2015   

    • Or SMMs?
    • 3 replies
    • 1.7k views
    • 
    • katieinny
    • January 23, 2015

15. Church plans and DOMA

    By katieinny, December 17, 2014   

    • Compliance not required?
    • 7 replies
    • 2.7k views
    • 
    • mbozek
    • December 29, 2014

16. Equivalent of Stock Sale in Church Plan?

    By dmb, November 10, 2014
    • 5 replies
    • 1.6k views
    • 
    • ESOP Guy
    • November 13, 2014

17. May a non-electing church plan raise normal retirement age?

    By Trekker, July 1, 2013
    • 2 replies
    • 2.6k views
    • 
    • david rigby
    • July 31, 2014

18. Not a Church Plan. Now what?

    By elmobob14, July 29, 2014
    • 3 replies
    • 1.4k views
    • 
    • mdm09
    • July 31, 2014

19. Church-controlled tax exempt organziation

    By LIBERTYKID, June 27, 2014
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • June 27, 2014

20. Service based Match in 403b Church plan

    By dmb, April 29, 2014
    • 0 replies
    • 1.5k views
    • 
    • dmb
    • April 29, 2014

21. Sponsoring multiple "church" plans

    By Guest jphotz, February 5, 2014   

    • 410(d)
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • February 5, 2014

22. Self-Employed Clergy

    By oldman, December 3, 2013
    • 2 replies
    • 3.2k views
    • 
    • 403(b)(9)
    • December 7, 2013

23. SEP IRA for Church

    By R. Butler, September 25, 2013
    • 1 reply
    • 4.1k views
    • 
    • ETA Consulting LLC
    • September 25, 2013

24. Sick Leave

    By R. Butler, September 25, 2013
    • 0 replies
    • 1.3k views
    • 
    • R. Butler
    • September 25, 2013

25. Discrimination testing

    By 403(b)(9), September 12, 2013
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • September 12, 2013