Church Plans

294 topics in this forum

1. 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

2. church db plan

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

3. Employee of a Qualified trust

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

4. Plan sponsor's obligation to locate terminated vested individuals

   By Guest calcu, June 8, 2004
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • June 8, 2004

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

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

6. Housing Allowance and 1099R Reporting

   By JOH, June 8, 2020
   • 2 replies
   • 1.4k views
   • 
   • JOH
   • June 8, 2020

7. Church Plan and Form 5500

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

8. QJSA

   By Randy Watson, December 6, 2005
   • 2 replies
   • 4.8k views
   • 
   • Randy Watson
   • December 6, 2005

9. what's a church plan, exactly?

   By PensionNewbee, June 6, 2005
   • 2 replies
   • 2.5k views
   • 
   • PensionNewbee
   • June 7, 2005

10. 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

11. Contributory Church Plan

    By Guest Patrick Foley, January 20, 2005
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 24, 2005

12. Are church plans subject to limits on plan expenses?

    By Guest jdw, June 11, 2004
    • 2 replies
    • 2.8k views
    • 
    • mbozek
    • June 15, 2004

13. 403(b) and ministers

    By Guest Butch, February 12, 2002
    • 2 replies
    • 2.7k views
    • 
    • mbozek
    • February 18, 2002

14. 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

15. ACP Testing: 403b vs. 401k

    By Craig Garner, March 4, 2015
    • 2 replies
    • 4.1k views
    • 
    • Craig Garner
    • March 11, 2015

16. 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

17. Self-Employed Clergy

    By oldman, December 3, 2013
    • 2 replies
    • 3.6k views
    • 
    • 403(b)(9)
    • December 7, 2013

18. deductions subject to tax

    By Guest newlifeca, July 31, 2004
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • August 6, 2004

19. Eligibility for employer contribution

    By GrammieMame, October 23, 2015
    • 2 replies
    • 1.6k views
    • 
    • GBurns
    • October 25, 2015

20. Minister's housing allowance and compensation

    By Guest Tara Curran, May 13, 2002
    • 2 replies
    • 3.6k views
    • 
    • david rigby
    • May 13, 2002

21. Lutheran church trying to set up 403b

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

22. 403(b)(7)

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

23. Prohibited Transaction

    By Guest cosmo01, March 22, 2004
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 22, 2004

24. 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

25. Will 5500 filing make a Church Plan subject to ERISA

    By leighl, August 5, 2016
    • 2 replies
    • 2.5k views
    • 
    • david rigby
    • August 5, 2016

26. 403b rollover into 401k (501c(3) plan

    By Guest derek, November 12, 1998
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • November 14, 1998

27. Housing Allowance credit on 403(B) dist's?

    By Guest danmar, December 28, 1998
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • December 29, 1998

28. Is A Defined Contribution Church Plan subject to Code Section 404 limi

    By Guest Edward McElroy, April 5, 1999
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • April 7, 1999

29. What is the general definition of a Church Plan?

    By Guest LCJOHNSON, May 19, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • May 24, 1999

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

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

31. non-electing church plan

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

32. Help - with question on church plan

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

33. Withholding on 403b contributions?

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

34. 401(m) testing

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

35. Sponsoring Both ERISA & Church Plans

    By Guest Don Jones, February 1, 2000
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • February 1, 2000

36. Chuch plan covering only full time employees?

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

37. Minimum Funding Standards for Church Plans

    By Guest Patrick Foley, May 3, 2001
    • 1 reply
    • 2.6k views
    • 
    • Carol V. Calhoun
    • May 10, 2001

38. Housing Allowance

    By Guest David Blask, June 6, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • June 7, 2000

39. Funding a 403(b)(9) Plan

    By Guest pwilbanks, June 21, 2000
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • June 22, 2000

40. 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

41. Sponsoring multiple "church" plans

    By Guest jphotz, February 5, 2014   

    • 410(d)
    • 1 reply
    • 1.9k views
    • 
    • jpod
    • February 5, 2014

42. Non-Electing Church Plan

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

43. 403(b) Distribution Treated as Housing Allowance

    By DTH, February 2, 2017
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • February 8, 2017

44. Church Plans

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

45. Discrimination testing

    By 403(b)(9), September 12, 2013
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • September 12, 2013

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

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

47. 401(k) Church Plan

    By Guest susa, April 2, 2003
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • April 19, 2003

48. Who's the employer

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

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

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

50. 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