Church Plans

294 topics in this forum

1. Automatic Rollovers

   By Guest Patrick Foley, January 25, 2005
   • 5 replies
   • 3.1k views
   • 
   • Kirk Maldonado
   • January 29, 2005

2. Can a church sponsor two separate plans?

   By 401(k)athryn, April 13, 2017   

   • church
   • 1 reply
   • 1.5k views
   • 
   • MQS0413
   • March 23, 2022

3. 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

4. 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

5. Can a non-electing (non-ERISA) church plan pay a benefit to a former spouse while the participant is still employed and has not yet reached age 50?

   By Guest Patrick Foley, October 7, 2003
   • 1 reply
   • 1.7k views
   • 
   • mbozek
   • October 7, 2003

6. Can a non-electing church DB plan eliminate lump sum as an optional form of payment without causing a 411(d)(6) violation?

   By nancy, August 8, 2003
   • 1 reply
   • 2.3k views
   • 
   • david rigby
   • August 8, 2003

7. 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
   • 2.5k views
   • 
   • DCDude
   • August 24, 2015

8. Can I bunch together years in ministry to arrive at 15 years of servic

   By Guest newlifeca, September 25, 2002
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • September 25, 2002

9. Can terminated employees of a 403(b) church plan contribute to the acc

   By Guest Jim Brennan, August 4, 2000
   • 1 reply
   • 2.5k views
   • 
   • Guest
   • August 11, 2000

10. Ceasing audits

    By Guest cosmo01, January 29, 2004
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • January 29, 2004

11. Chuch plan covering only full time employees?

    By Guest Bob Lees, March 21, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 24, 2000

12. Church 401(k) Plan

    By Guest CRA, February 20, 2003
    • 1 reply
    • 3k views
    • 
    • Guest
    • February 20, 2003

13. Church 403(b) & 457 plans

    By Guest lwhittle, November 26, 2002
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • December 3, 2002

14. Church 403(b) vs. church 401(k)

    By Guest pinsall, June 16, 2000
    • 4 replies
    • 3.2k views
    • 
    • IRC401
    • June 20, 2000

15. Church 457(b) Plan

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

16. Church and church affiliated org and 401(k)

    By Guest rhaverstrom, July 13, 1999
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • July 21, 1999

17. Church and Opposite Sex Spouse

    By WolverineBenefits, March 12
    • 10 replies
    • 1.6k views
    • 
    • Peter Gulia
    • April 9

18. Church Association Plan

    By Guest kredlin, January 14, 2003
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 14, 2003

19. Church Benefits Board

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

20. church db plan

    By Guest lip, June 23, 2009
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 24, 2009

21. Church DB Plan Funding Requirement

    By John314, October 23, 2024   

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

22. Church Deferred Compensation Plan

    By Guest sherryj, June 12, 2003
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • June 12, 2003

23. Church is part of larger worldwide entity, but would like to set up it

    By Felicia, July 20, 2000
    • 0 replies
    • 1.8k views
    • 
    • Felicia
    • July 20, 2000

24. Church NQDC Plan Top-Hat Exempt?

    By Plan Doc, December 10, 2024
    • 6 replies
    • 957 views
    • 
    • Plan Doc
    • December 16, 2024

25. Church Plan

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

26. Church Plan - Is this allowable

    By Santo Gold, November 20, 2018
    • 6 replies
    • 3.3k views
    • 
    • Santo Gold
    • November 27, 2018

27. church plan 401k vs 403b

    By Santo Gold, November 8, 2006
    • 0 replies
    • 4.8k views
    • 
    • Santo Gold
    • November 8, 2006

28. Church Plan 403(b) Non-Discrimination

    By Guest MAGGIE73, October 26, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 26, 2004

29. Church plan and definition of Spouse

    By 30Rock, April 12, 2018
    • 11 replies
    • 2.2k views
    • 
    • 30Rock
    • April 16, 2018

30. Church Plan and Form 5500

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

31. Church Plan Clarification Act - Are Regs Expected?

    By AMDG, January 8, 2016   

    • 403(b)(9)
    • church plan
    • 5 replies
    • 2.6k views
    • 
    • AMDG
    • August 3, 2016

32. Church Plan Contributions for Specific Employees

    By CharlesLeggette, July 22, 2013   

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

33. Church Plan Election

    By Guest NYU, July 24, 2006
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • December 31, 2006

34. Church plan excluding bonus from compensation

    By dmb, January 31, 2020
    • 1 reply
    • 1.7k views
    • 
    • dmb
    • January 31, 2020

35. Church plan in-service distribution

    By Guest Darrell, March 21, 2007
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • March 21, 2007

36. Church Plan Increase in NRA

    By jim241, July 6, 2018   

    • church plan
    • protected benefits
    • (and 3 more)

      Tagged with:

      • church plan
      • protected benefits
      • normal retirement age
      • 411(d)(6)
      • anti-cutback
    • 9 replies
    • 2.2k views
    • 
    • Luke Bailey
    • July 10, 2018

37. Church Plan Newbee

    By Lori Foresz, January 9, 2004
    • 0 replies
    • 1.9k views
    • 
    • Lori Foresz
    • January 9, 2004

38. Church Plan NIP

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

39. Church Plan Parity and Entaglement Prevention Act

    By Guest Karen Geiger, July 12, 2000
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • July 12, 2000

40. Church plan PLR moratorium?

    By Guest Ohio, December 20, 2007
    • 0 replies
    • 3k views
    • 
    • Guest
    • December 20, 2007

41. Church Plan Qualifications. Need Help

    By Guest NoahM, January 18, 2007
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • January 19, 2007

42. Church Plan Sponsor Liability

    By Guest kredlin, January 20, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 20, 2003

43. church plan statistics

    By Guest keltonk, June 14, 1999
    • 1 reply
    • 2k views
    • 
    • Kirk Maldonado
    • June 14, 1999

44. Church Plans

    By Guest Jennifer Donald, August 27, 2002
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • August 27, 2002

45. Church Plans

    By Felicia, February 27, 2009
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 5, 2009

46. Church Plans

    By Guest Najladw, January 14, 2002
    • 1 reply
    • 2.9k views
    • 
    • mbozek
    • January 23, 2002

47. Church Plans and "Common Control"

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

48. Church Plans and 410(b)

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

49. Church plans and 415 limitations

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

50. Church plans and bankruptcy actions

    By Guest brugamam, May 2, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 2, 2002