Church Plans

294 topics in this forum

1. IRS Letter Ruling to Stop 5500 Filings?

   By Guest Patrick Foley, October 16, 2009
   • 5 replies
   • 3.8k views
   • 
   • Guest
   • July 21, 2010

2. FDL for underfunded church plan?

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

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

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

4. plan document.....still

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

5. Why choose 403(b)7 over 403(b)9?

   By Guest vinson7, April 10, 2009
   • 7 replies
   • 21.6k views
   • 
   • Guest
   • April 26, 2010

6. 5500s and change to church plan status

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

7. Church Plan

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

8. missed employer contributions

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

9. 403(b)(7)

   By Guest brb, October 26, 2009
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • October 29, 2009

10. Manse and Loan Distribution

    By Guest DSims, July 31, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 31, 2009

11. 403(b) Matching Contributions

    By Guest benefits123, July 29, 2009
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • July 29, 2009

12. Defined Benefit Plan

    By John Feldt ERPA CPC QPA, July 27, 2009
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • July 27, 2009

13. Amending a church plan to reduce an accrued benefit

    By Guest jvanheyde, June 25, 2009
    • 1 reply
    • 2.8k views
    • 
    • david rigby
    • June 25, 2009

14. church db plan

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

15. Start Up Church Plan

    By Guest Bizitchie, December 26, 2008
    • 6 replies
    • 4.3k views
    • 
    • Guest
    • June 3, 2009

16. Kennedy v. Dupont Savings and Investment Plan

    By Guest mbenson, March 30, 2009
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • March 30, 2009

17. 410(d) Election

    By Fisher, March 11, 2009
    • 7 replies
    • 5.4k views
    • 
    • jpod
    • March 12, 2009

18. Church Plans

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

19. 401(k) plan document

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

20. COBRA subsidy for church plans?

    By Guest Ohio, February 16, 2009
    • 0 replies
    • 3.7k views
    • 
    • Guest
    • February 16, 2009

21. Form 5500

    By smm, January 16, 2009
    • 0 replies
    • 2k views
    • 
    • smm
    • January 16, 2009

22. MPPP in Church

    By Guest PensionGal, November 25, 2008
    • 1 reply
    • 2k views
    • 
    • jpod
    • November 25, 2008

23. ASSETS OF QUALIFIED PLAN

    By LIBERTYKID, November 18, 2008
    • 0 replies
    • 1.7k views
    • 
    • LIBERTYKID
    • November 18, 2008

24. 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

25. 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

26. non-erisa vs erisa and emloyer (church) contributions

    By Guest Ted in PA, October 29, 2008
    • 1 reply
    • 4.9k views
    • 
    • John Feldt ERPA CPC QPA
    • October 30, 2008

27. Must ALL Church 403(b)'s have Plan documents?

    By Guest Patrick Foley, October 16, 2007
    • 7 replies
    • 8.7k views
    • 
    • smm
    • October 24, 2008

28. deleted

    By Guest WorldVision, October 14, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 14, 2008

29. Church plans and nondiscrimination testing

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

30. Help - with question on church plan

    By Guest sb000, May 13, 2008
    • 2 replies
    • 2.4k views
    • 
    • TLGeer
    • September 15, 2008

31. 403(b)(7) versus 403(b)(9)

    By Guest mbw, April 28, 2008
    • 1 reply
    • 3.8k views
    • 
    • TLGeer
    • September 15, 2008

32. Simple Plan

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

33. Applicability of 410(d) Election

    By Guest krijowri, August 14, 2008
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 1, 2008

34. 403B and a SEP plan Both?

    By Guest carolinawind, July 22, 2008
    • 1 reply
    • 2.2k views
    • 
    • ERISAnut
    • July 26, 2008

35. 403(b) Universal Availability

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

36. "Controlled Group"

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

37. Defined Benefit Church Plan

    By John Feldt ERPA CPC QPA, February 22, 2008
    • 1 reply
    • 3.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 27, 2008

38. Church plan PLR moratorium?

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

39. why would a church file a 5500?

    By Guest Enda80, December 12, 2007
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • December 15, 2007

40. health benefits vs. salary increase

    By Guest segisara, September 12, 2007
    • 6 replies
    • 4k views
    • 
    • John Feldt ERPA CPC QPA
    • October 19, 2007

41. electing versus non-electing church plans

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

42. Transitioning to a "church plan" who needs to be informed?

    By Guest nmyers, October 12, 2007
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 16, 2007

43. 90-24 Transfers

    By Guest TWard, October 10, 2007
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • October 10, 2007

44. Taxation of "living allowance" for LDS leaders

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

45. ERISA and Religious Organizations 101?

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

46. Non Electing Church Plans

    By Guest bill parks, July 23, 2007
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • July 23, 2007

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

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

48. Church welfare plans and state regulation

    By Don Levit, July 5, 2005
    • 5 replies
    • 5.9k views
    • 
    • Guest
    • June 4, 2007

49. Church plan in-service distribution

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

50. 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