Church Plans

294 topics in this forum

1. Church plans and DOMA

   By katieinny, December 17, 2014   

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

2. Church plans and employer contributions

   By Barbara Hanis, April 23, 2018
   • 7 replies
   • 2.4k views
   • 
   • Patricia Neal Jensen
   • April 26, 2018

3. Church Plans and management

   By TPApril, May 4, 2012
   • 11 replies
   • 2.5k views
   • 
   • Guest
   • September 17, 2012

4. Church plans and nondiscrimination testing

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

5. Church plans and various members of controlled group

   By Guest mikewebb68, July 27, 2004
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • July 27, 2004

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

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

7. Church welfare plans and state regulation

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

8. Church-controlled tax exempt organziation

   By LIBERTYKID, June 27, 2014
   • 1 reply
   • 2.1k views
   • 
   • david rigby
   • June 27, 2014

9. Churches and 457

   By Guest Patrick Foley, December 22, 2004
   • 7 replies
   • 5.4k views
   • 
   • ERISAAPPLE
   • April 20, 2018

10. Clergy Housing Allowance - Contributions and HCE determination

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

11. COBRA subsidy for church plans?

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

12. Comparison of 401(k) plans and 403(b) plans available online

    By Guest CVCalhoun, July 21, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 21, 1999

13. Contolled Group

    By oldman, March 25, 2011
    • 0 replies
    • 1.5k views
    • 
    • oldman
    • March 25, 2011

14. Contribution Limits and 403()

    By Guest Amy Erlbacher Anderson, February 17, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • February 17, 1999

15. Contributory Church Plan

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

16. Converting ERISA plan to church plan

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

17. Converting from Church Plan status to ERISA

    By Guest dlcastr01, November 22, 2005
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • November 22, 2005

18. Coverage Requirements

    By John A, September 21, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 21, 1999

19. Credit for previous years of service

    By Guest Cath, August 9, 2001
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • August 9, 2001

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

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

21. Deadline for SBJPA and TRA 97 amendments

    By Guest Amy Erlbacher Anderson, November 6, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • November 14, 1998

22. Decrease/Freeze COLA

    By Guest ERISAcatNraleigh, January 16, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • January 16, 2004

23. deductions subject to tax

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

24. Deemed IRA Trustee

    By Guest Geezer, September 14, 2011
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 14, 2011

25. 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

26. Defined Benefit Plan

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

27. deleted

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

28. Discrimination testing

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

29. Distributions

    By DTH, August 7, 2003
    • 0 replies
    • 1.6k views
    • 
    • DTH
    • August 7, 2003

30. Distributions from Church plans

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

31. Distributions from plan as clergy "housing expense"

    By Guest mgmurphy, May 17, 2004
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • May 17, 2004

32. 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

33. 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

34. Does a non-electing Church Plan need to provide SPDs?

    By katieinny, January 22, 2015   

    • Or SMMs?
    • 3 replies
    • 2.1k views
    • 
    • katieinny
    • January 23, 2015

35. 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

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

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

37. DOL Church Plan Ruling Problem

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

38. EGTRRA and church plans

    By Guest mike webb, July 18, 2001
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 20, 2001

39. EGTRRA Restatement for DB plans

    By Belgarath, March 19, 2012
    • 4 replies
    • 2.8k views
    • 
    • Belgarath
    • March 20, 2012

40. electing / nonelecting plan, etc.

    By Guest PMiller, June 21, 2004
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • June 28, 2004

41. Electing Church Plan submission

    By Guest mgmurphy, September 24, 2003
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • September 24, 2003

42. electing versus non-electing church plans

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

43. Eligibility for employer contribution

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

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

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

45. Elimination of optional forms for nonelecting church plan

    By Medusa, June 19, 2002
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • June 20, 2002

46. Employee of a Qualified trust

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

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

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

48. Equivalent of Stock Sale in Church Plan?

    By dmb, November 10, 2014
    • 5 replies
    • 1.9k views
    • 
    • ESOP Guy
    • November 13, 2014

49. ERISA and Religious Organizations 101?

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

50. ERISA CODE EXEMPTIONS FOR CHURCH PLANS

    By Guest S Franc, November 9, 2000
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • November 9, 2000