Church Plans

294 topics in this forum

1. 403(b)(7)

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

2. IRS Letter Ruling to Stop 5500 Filings?

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

3. Manse and Loan Distribution

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

4. 403(b) Matching Contributions

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

5. Defined Benefit Plan

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

6. Housing allowance & 414(s) comp

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

7. 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

8. church db plan

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

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

   By Guest vinson7, April 10, 2009
   • 7 replies
   • 21.7k views
   • 
   • Guest
   • April 26, 2010

10. Kennedy v. Dupont Savings and Investment Plan

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

11. 410(d) Election

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

12. Church Plans

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

13. COBRA subsidy for church plans?

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

14. Form 5500

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

15. Start Up Church Plan

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

16. MPPP in Church

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

17. 401(k) plan document

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

18. ASSETS OF QUALIFIED PLAN

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

19. 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

20. 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

21. Housing allowance

    By Guest rl6148, October 29, 2008
    • 5 replies
    • 4.9k views
    • 
    • Kevin C
    • September 13, 2011

22. 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

23. Does filing a Form 5500 constitute the irrevocable election

    By Guest Bearlee, October 24, 2008
    • 10 replies
    • 6.5k views
    • 
    • Kevin C
    • May 29, 2013

24. deleted

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

25. Simple Plan

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

26. Applicability of 410(d) Election

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

27. 403B and a SEP plan Both?

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

28. "Controlled Group"

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

29. 403(b) Universal Availability

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

30. Church plans and nondiscrimination testing

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

31. Help - with question on church plan

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

32. 403(b)(7) versus 403(b)(9)

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

33. 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

34. Church plan PLR moratorium?

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

35. why would a church file a 5500?

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

36. 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

37. 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

38. 90-24 Transfers

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

39. health benefits vs. salary increase

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

40. electing versus non-electing church plans

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

41. ERISA and Religious Organizations 101?

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

42. Taxation of "living allowance" for LDS leaders

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

43. Non Electing Church Plans

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

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

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

45. Many Questions regarding church plans

    By abanky, May 8, 2007
    • 14 replies
    • 14.5k views
    • 
    • Peter Gulia
    • May 23, 2017

46. Church plan in-service distribution

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

47. 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

48. Church Plan Qualifications. Need Help

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

49. Church Plan NIP

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

50. Minimum Distribution Requirements

    By dmb, January 2, 2007
    • 3 replies
    • 5k views
    • 
    • Guest
    • January 19, 2007