Church Plans

294 topics in this forum

1. 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

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

   By Trekker, July 1, 2013
   • 2 replies
   • 2.9k views
   • 
   • david rigby
   • July 31, 2014

3. Spousal Consent

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

4. Frozen Cash Balance Plan

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

5. 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

6. 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

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

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

8. 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

9. Exemption From 403(b) Discrimination Rules

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

10. Church Plans and "Common Control"

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

11. Nun

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

12. Housing Allowance Contributions

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

13. Church plans and 415 limitations

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

14. Church Plans and management

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

15. EGTRRA Restatement for DB plans

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

16. Church Benefits Board

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

17. Church 457(b) Plan

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

18. 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

19. 403B Church Plan

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

20. Private Letter Rulings

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

21. Association as Trustee

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

22. non-electing church plan and ADEA

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

23. Employee of a Qualified trust

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

24. Deemed IRA Trustee

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

25. 403b7/distributions as housing allowance at retirement

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

26. Lutheran church trying to set up 403b

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

27. Self-Employed Minister

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

28. Terminating Church Plan

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

29. Anti-alienation

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

30. Contolled Group

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

31. Non-Electing Church Plan

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

32. Non-electing Church plan

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

33. Special DL Cycle for Church Plans?

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

34. 105(h) Nondiscrimination Tests

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

35. 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

36. Working Past NRA

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

37. Church Plans and 410(b)

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

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

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

39. Annuity and RMD

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

40. Church Plan and Form 5500

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

41. 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

42. Top Heavy in DB plan

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

43. Who's the employer

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

44. WSJ on church plan

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

45. FDL for underfunded church plan?

    By Guest Dionysius, May 5, 2010
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 4, 2010

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

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

47. plan document.....still

    By Guest Moira, April 26, 2010
    • 6 replies
    • 2k views
    • 
    • TLGeer
    • April 30, 2010

48. 5500s and change to church plan status

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

49. Church Plan

    By Guest Pension Girl, March 11, 2010
    • 1 reply
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2010

50. missed employer contributions

    By Santo Gold, January 11, 2010
    • 1 reply
    • 1.8k views
    • 
    • Below Ground
    • January 12, 2010