Church Plans

294 topics in this forum

1. IRS Ruling Request Re Church Plan Status

   By Brian Haynes, June 26, 2002
   • 4 replies
   • 3k views
   • 
   • Guest
   • October 16, 2002

2. Church DB Plan Funding Requirement

   By John314, October 23, 2024   

   • defined benefit
   • church plans
   • 4 replies
   • 1.1k views
   • 
   • Gina Alsdorf
   • October 24, 2024

3. Clergy Housing Allowance - Contributions and HCE determination

   By stephen, February 16, 2018
   • 4 replies
   • 2.9k views
   • 
   • stephen
   • February 23, 2018

4. Church Plans and 410(b)

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

5. 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

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

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

7. Church 457(b) Plan

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

8. 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

9. Anti-alienation

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

10. PBGC Premiums for Defined Benefit Church Plans

    By Guest TWard, May 28, 1999
    • 4 replies
    • 3.1k views
    • 
    • david rigby
    • June 13, 1999

11. Is an independent gospel mission a church?

    By Everett Moreland, April 28, 2000
    • 3 replies
    • 2.4k views
    • 
    • Everett Moreland
    • May 8, 2000

12. Minimum Distribution Requirements

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

13. Special DL Cycle for Church Plans?

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

14. (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

15. Private Letter Rulings

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

16. Spousal Consent

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

17. 403b7/distributions as housing allowance at retirement

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

18. PLR on Proposed Plan?

    By kmhaab, April 10, 2020
    • 3 replies
    • 1.5k views
    • 
    • kmhaab
    • August 26, 2020

19. Distributions from plan as clergy "housing expense"

    By Guest mgmurphy, May 17, 2004
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • May 17, 2004

20. 1099 Employee's Eligibility

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

21. Not a Church Plan. Now what?

    By elmobob14, July 29, 2014
    • 3 replies
    • 1.7k views
    • 
    • mdm09
    • July 31, 2014

22. 403(b) for HCE Only

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

23. Qualified Church-Controlled Organizations?

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

24. Merger 403(b) and 401(k) plans

    By Guest Darcy L. Hitesman, October 16, 2001
    • 3 replies
    • 3k views
    • 
    • Guest
    • October 31, 2001

25. 403B Church Plan

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

26. Can a money purchase church plan have a match contribution formula

    By katieinny, November 13, 2008
    • 3 replies
    • 2.3k views
    • 
    • katieinny
    • November 14, 2008

27. Model Church Plan Document

    By Guest APierce, May 6, 2003
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • May 13, 2003

28. DOL Church Plan Ruling Problem

    By Guest BKH, October 27, 2004
    • 3 replies
    • 3.4k views
    • 
    • SoCalActuary
    • October 27, 2004

29. Simple Plan

    By Guest fender5150, August 30, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 6, 2008

30. terminating church plan

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

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

    By katieinny, January 22, 2015   

    • Or SMMs?
    • 3 replies
    • 2.1k views
    • 
    • katieinny
    • January 23, 2015

32. 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

33. Raising cashout limit OK?

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

34. 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

35. Noncompliance

    By Guest murphy, April 28, 1999
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • May 3, 1999

36. 5500s and change to church plan status

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

37. Merger of electing church plan with non-electing plans

    By Guest Lonnie Tomlin, December 10, 1999
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • December 16, 1999

38. Converting from Church Plan status to ERISA

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

39. 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

40. Pension Protection Act

    By Guest Patrick Foley, September 14, 2006
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • September 20, 2006

41. Church plans and nondiscrimination testing

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

42. Housing allowance & 414(s) comp

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

43. electing versus non-electing church plans

    By wvbeachgirl, September 12, 2007
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • October 16, 2007

44. WORK/LIFE BENEFITS

    By Guest Kimberly Brown, July 11, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 21, 2000

45. Can a disassociated priest use the parsonage allowance exclusion found

    By Guest Nicolle Zeman-Bonnett, May 8, 2001
    • 2 replies
    • 2.6k views
    • 
    • MGB
    • June 13, 2001

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

    By 403(b)(9), February 12, 2015
    • 2 replies
    • 3.4k views
    • 
    • 403(b)(9)
    • February 13, 2015

47. Church plans must still come under a code section,

    By katieinny, April 30, 2010
    • 2 replies
    • 1.6k views
    • 
    • katieinny
    • April 30, 2010

48. Church Plan NIP

    By Guest Patrick Foley, January 8, 2007
    • 2 replies
    • 3.4k views
    • 
    • John Feldt ERPA CPC QPA
    • January 22, 2007

49. 403(b) Universal Availability

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

50. Timely deposits?

    By Zorro1k, August 6, 2015   

    • late
    • timely
    • (and 1 more)

      Tagged with:

      • late
      • timely
      • deposits
    • 2 replies
    • 1.9k views
    • 
    • Peter Gulia
    • August 6, 2015