Church Plans

294 topics in this forum

1. 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

2. 90-24 Transfers

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

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

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

4. 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

5. EGTRRA Restatement for DB plans

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

6. Ministers - MEA, Housing Allowance Compensation

   By Guest JThomas, August 27, 2000
   • 0 replies
   • 2.8k views
   • 
   • Guest
   • August 27, 2000

7. Sponsoring Both ERISA & Church Plans

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

8. ERISA CODE EXEMPTIONS FOR CHURCH PLANS

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

9. Spousal Consent

   By oldman, May 8, 2013
   • 3 replies
   • 2.8k views
   • 
   • david rigby
   • May 8, 2013

10. 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

11. Church 457(b) Plan

    By oldman, March 1, 2012
    • 4 replies
    • 2.7k views
    • 
    • jpod
    • March 2, 2012

12. electing / nonelecting plan, etc.

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

13. 403(b)(7) or 403(b)(9) for a church?

    By Guest RRS, November 11, 2000
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • November 11, 2000

14. Church Plan Parity and Entaglement Prevention Act

    By Guest Karen Geiger, July 12, 2000
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • July 12, 2000

15. Church Plan Election

    By Guest NYU, July 24, 2006
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • December 31, 2006

16. 5500s and change to church plan status

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

17. Electing Church Plan submission

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

18. 403(b) and ministers

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

19. Model Church Plan Document

    By Guest APierce, May 6, 2003
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • May 13, 2003

20. IRC 106 and ministers: (Are church paid medical premiums taxable to t

    By Moe Howard, January 22, 2003
    • 0 replies
    • 2.6k views
    • 
    • Moe Howard
    • January 22, 2003

21. Church Plan Clarification Act - Are Regs Expected?

    By AMDG, January 8, 2016   

    • 403(b)(9)
    • church plan
    • 5 replies
    • 2.6k views
    • 
    • AMDG
    • August 3, 2016

22. Minimum Funding Standards for Church Plans

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

23. Requirements for church plans?

    By R. Butler, November 29, 2000
    • 1 reply
    • 2.6k views
    • 
    • Kirk Maldonado
    • November 29, 2000

24. Can a disassociated priest use the parsonage allowance exclusion found

    By Guest Nicolle Zeman-Bonnett, May 8, 2001
    • 2 replies
    • 2.6k views
    • 
    • MGB
    • June 13, 2001

25. Withholding on distributions to nuns

    By david shipp, September 30, 1998
    • 0 replies
    • 2.6k views
    • 
    • david shipp
    • September 30, 1998

26. Church Plan Qualifications. Need Help

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

27. Any advantages to using a grantor trust or welfare benefit fund rather

    By Guest kredlin, February 5, 2003
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 10, 2003

28. Adea

    By Guest meggie, May 17, 2002
    • 1 reply
    • 2.6k views
    • 
    • mbozek
    • May 18, 2002

29. 403(b) Contributions for Foreign Missionaries

    By Ellie Lowder, October 13, 2000
    • 0 replies
    • 2.6k views
    • 
    • Ellie Lowder
    • October 13, 2000

30. Software for DB & 401k Church plans

    By Guest paulak, October 20, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • October 20, 1998

31. 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

32. EGTRRA and church plans

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

33. 401(k) Church Plan

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

34. Fiduciary Rules for Investments

    By Guest Inquiry, April 16, 1999
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • April 16, 1999

35. receiving "church plan" status

    By Guest keltonk, June 11, 1999
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • June 11, 1999

36. 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

37. what's a church plan, exactly?

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

38. Terminating Church Plan

    By Madison71, May 5, 2011
    • 0 replies
    • 2.5k views
    • 
    • Madison71
    • May 5, 2011

39. 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

40. Special DL Cycle for Church Plans?

    By Guest bobolink, January 6, 2011
    • 3 replies
    • 2.5k views
    • 
    • BTG
    • April 25, 2011

41. Scholarships to Church Schools

    By Christine Roberts, December 1, 1998
    • 0 replies
    • 2.5k views
    • 
    • Christine Roberts
    • December 1, 1998

42. IRS Issues Guidance on Vesting Standards to Be Followed By Church Plans

    By Carol V. Calhoun, July 16, 2013   

    • vesting
    • irs
    • (and 2 more)

      Tagged with:

      • vesting
      • irs
      • qualification
      • church plans
    • 1 reply
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • July 16, 2013

43. Church Plans and management

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

44. PPA Benefit Limit Interpretation

    By Guest Patrick Foley, September 20, 2006
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • September 20, 2006

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

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

46. Church plans and employer contributions

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

47. Is an independent gospel mission a church?

    By Everett Moreland, April 28, 2000
    • 3 replies
    • 2.4k views
    • 
    • Everett Moreland
    • May 8, 2000

48. Retirement plan for independent contractors

    By Guest rkanar, September 26, 2000
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • September 26, 2000

49. Church Plans and 410(b)

    By dmb, September 24, 2010
    • 4 replies
    • 2.4k views
    • 
    • movedon
    • October 13, 2010

50. hospital 401(k) church plan & discrimination testing

    By Guest StephJT, September 9, 2002
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • September 9, 2002