Church Plans

294 topics in this forum

1. 403b rollover into 401k (501c(3) plan

   By Guest derek, November 12, 1998
   • 2 replies
   • 3.6k views
   • 
   • Guest
   • November 14, 1998

2. ERISA Coverage

   By Guest rkanar, February 22, 2001
   • 7 replies
   • 3.5k views
   • 
   • Guest
   • February 26, 2001

3. 401(m) testing

   By Guest Madalyn Clark, November 1, 1999
   • 2 replies
   • 3.5k views
   • 
   • MWeddell
   • February 6, 2001

4. DOL Church Plan Ruling Problem

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

5. ACP Testing For Church 403(b)

   By Guest wolfman, March 4, 2002
   • 4 replies
   • 3.4k views
   • 
   • Guest
   • March 7, 2002

6. Withholding on 403b contributions?

   By Guest Kenneth, September 8, 1999
   • 2 replies
   • 3.4k views
   • 
   • Guest
   • May 26, 2004

7. 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

8. Church Plan NIP

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

9. 415 limits/housing allowances

   By Guest ksumner, September 8, 1999
   • 1 reply
   • 3.4k views
   • 
   • Guest
   • September 8, 1999

10. Church Plan - Is this allowable

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

11. Housing allowance & 414(s) comp

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

12. 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

13. Church Plan and Form 5500

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

14. 401(k) plan document

    By LIBERTYKID, November 19, 2008
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • February 18, 2009

15. electing versus non-electing church plans

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

16. Taxation of "living allowance" for LDS leaders

    By ElGuapo, August 16, 2007
    • 1 reply
    • 3.3k views
    • 
    • Ron Snyder
    • September 6, 2007

17. Anti-alienation

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

18. Nonchurch entity becomes participant in church plan, merges funds into the church plan's trust fund; what effect?

    By Guest cosmo01, September 8, 2003
    • 1 reply
    • 3.2k views
    • 
    • MGB
    • November 18, 2003

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

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

20. non-electing church plan

    By k man, July 15, 2002
    • 2 replies
    • 3.2k views
    • 
    • k man
    • July 15, 2002

21. Terminating employer in multiple employer 403(b)(9)

    By KaJay, June 10, 2019
    • 6 replies
    • 3.2k views
    • 
    • QP_Guy
    • June 12, 2019

22. Distributions from plan as clergy "housing expense"

    By Guest mgmurphy, May 17, 2004
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • May 17, 2004

23. Church 403(b) & 457 plans

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

24. Automatic Rollovers

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

25. 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

26. Parsonage Allowance and Hospital Chaplain

    By Christine Roberts, October 26, 2005
    • 0 replies
    • 3.1k views
    • 
    • Christine Roberts
    • October 26, 2005

27. PBGC Premiums for Defined Benefit Church Plans

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

28. Church 401(k) Plan

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

29. Church plans and DOMA

    By katieinny, December 17, 2014   

    • Compliance not required?
    • 7 replies
    • 3k views
    • 
    • mbozek
    • December 29, 2014

30. Employer contributions limits to 403(b)(9)

    By ron39, October 15, 2017
    • 1 reply
    • 3k views
    • 
    • Patricia Neal Jensen
    • October 18, 2017

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

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

32. Church plan PLR moratorium?

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

33. IRS Ruling Request Re Church Plan Status

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

34. Percentage of Church Budget Devoted to Retirement Benefits

    By Guest Edward McElroy, September 21, 1998
    • 0 replies
    • 3k views
    • 
    • Guest
    • September 21, 1998

35. Housing allowance and IRA rollover

    By Guest skim3011, October 29, 2003
    • 0 replies
    • 3k views
    • 
    • Guest
    • October 29, 2003

36. Church Plan Contributions for Specific Employees

    By CharlesLeggette, July 22, 2013   

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

37. Pastor needs separate plan...help

    By Guest LTurner, January 11, 2001
    • 8 replies
    • 3k views
    • 
    • Ellie Lowder
    • January 29, 2001

38. "Controlled Group"

    By Randy Watson, June 30, 2008
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • June 30, 2008

39. Church plan in-service distribution

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

40. Tuition Reduction Plans

    By Christine Roberts, October 14, 1998
    • 0 replies
    • 2.9k views
    • 
    • Christine Roberts
    • October 14, 1998

41. Pension Protection Act

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

42. questions about maximizing 403b deferrals

    By nottheonlydreamer, September 25, 2015
    • 11 replies
    • 2.9k views
    • 
    • GBurns
    • October 2, 2015

43. Converting ERISA plan to church plan

    By Guest Don Jones, September 5, 2000
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • October 4, 2000

44. Church Plans

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

45. Clergy Housing Allowance - Contributions and HCE determination

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

46. ERISA and Religious Organizations 101?

    By Guest Shoozy, August 31, 2007
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • August 31, 2007

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

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

48. Do the Top Heavy rules apply to a non-electing church plan?

    By katieinny, November 14, 2008
    • 2 replies
    • 2.9k views
    • 
    • katieinny
    • November 14, 2008

49. Are 403(b)(9) distributions treated as "Housing Allowance" s

    By Guest bhmarker, November 15, 2000
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • November 21, 2002

50. Distributions from Church plans

    By Guest metzger, March 29, 2002
    • 10 replies
    • 2.9k views
    • 
    • mbozek
    • May 6, 2002