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Church Plans

294 topics in this forum

  1. why would a church file a 5500?

    By Guest Enda80,
    • 1 reply
    • 3.7k views
    • Guest
    • Guest

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

    By Guest nmyers,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  3. MPPP in Church

    By Guest PensionGal,
    • 1 reply
    • 2k views

  4. Adea

    By Guest meggie,
    • 1 reply
    • 2.6k views

  5. Can a non-electing (non-ERISA) church plan pay a benefit to a former spouse while the participant is still employed and has not yet reached age 50?

    By Guest Patrick Foley,
    • 1 reply
    • 1.7k views

  6. Defined Benefit Church Plan

    By John Feldt ERPA CPC QPA,
    • 1 reply
    • 3.7k views

  7. Taxation of "living allowance" for LDS leaders

    By ElGuapo,
    • 1 reply
    • 3.3k views

  8. Church Plan Election

    By Guest NYU,
    • 1 reply
    • 2.7k views
    • Guest
    • Guest

  9. Applicability of 410(d) Election

    By Guest krijowri,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  10. EGTRRA and church plans

    By Guest mike webb,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  11. Plan Document (Cycle 3) for Money Purchase Plan sponsored by Non-Electing Church

    By Patricia Neal Jensen,
    • 1 reply
    • 1.6k views

  12. missed employer contributions

    By Santo Gold,
    • 1 reply
    • 1.8k views

  13. Kennedy v. Dupont Savings and Investment Plan

    By Guest mbenson,
    • 1 reply
    • 2k views

  14. Converting ERISA plan to church plan

    By Guest Don Jones,
    • 1 reply
    • 2.9k views
    • Guest
    • Guest

  15. Can a non-electing church DB plan eliminate lump sum as an optional form of payment without causing a 411(d)(6) violation?

    By nancy,
    • 1 reply
    • 2.3k views

  16. SEP IRA for Church

    By R. Butler,
    • 1 reply
    • 4.3k views

  17. 403B and a SEP plan Both?

    By Guest carolinawind,
    • 1 reply
    • 2.2k views

  18. Defined Benefit Plan

    By John Feldt ERPA CPC QPA,
    • 1 reply
    • 2.1k views

  19. Credit for previous years of service

    By Guest Cath,
    • 1 reply
    • 1.9k views

  20. FDL for underfunded church plan?

    By Guest Dionysius,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  21. 403(b)(7) versus 403(b)(9)

    By Guest mbw,
    • 1 reply
    • 3.8k views

  22. Amending a church plan to reduce an accrued benefit

    By Guest jvanheyde,
    • 1 reply
    • 2.8k views

  23. Requirements for church plans?

    By R. Butler,
    • 1 reply
    • 2.6k views

  24. Can a church sponsor two separate plans?

    By 401(k)athryn,   
    • 1 reply
    • 1.5k views

  25. Church Plan

    By Guest Pension Girl,
    • 1 reply
    • 2.1k views

  26. Use of Qualified 401(a) Non-Electing Church Plan Assets to Indemnify Church Employees/Directors

    By Kate Belyayeva,
    • 1 reply
    • 1.1k views

  27. "Controlled Group"

    By Randy Watson,
    • 1 reply
    • 2.9k views
    • Guest
    • Guest

  28. non-electing church plan and ADEA

    By Guest cbclark,
    • 1 reply
    • 1.6k views

  29. Church plan excluding bonus from compensation

    By dmb,
    • 1 reply
    • 1.7k views
    • dmb
    • dmb

  30. Church Plan Qualifications. Need Help

    By Guest NoahM,
    • 1 reply
    • 2.6k views
    • Guest
    • Guest

  31. 1.401(a)(4)-5(b) - restricted distributions

    By Guest,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  32. Church 401(k) Plan

    By Guest CRA,
    • 1 reply
    • 3k views
    • Guest
    • Guest

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

    By Carol V. Calhoun,   
    • 1 reply
    • 2.5k views

  34. Minimum Vesting Standards for Non Electing Church Plans

    By Guest meggie,
    • 1 reply
    • 2k views

  35. Church 403(b) & 457 plans

    By Guest lwhittle,
    • 1 reply
    • 3.1k views
    • Guest
    • Guest

  36. Nonchurch entity becomes participant in church plan, merges funds into the church plan's trust fund; what effect?

    By Guest cosmo01,
    • 1 reply
    • 3.2k views
    • MGB
    • MGB

  37. 1099R Reporting for Housing Allowance

    By JOH,
    • 1 reply
    • 964 views

  38. Nun

    By Fisher,
    • 1 reply
    • 2k views

  39. Trade Act of 2002 - Does it apply to self-funded church plan

    By ERISAatty,
    • 1 reply
    • 7.5k views
    • Guest
    • Guest

  40. Software for DB & 401k Church plans

    By Guest paulak,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  41. Church Plan Contributions for Specific Employees

    By CharlesLeggette,   
    • 1 reply
    • 3k views

  42. Deadline for SBJPA and TRA 97 amendments

    By Guest Amy Erlbacher Anderson,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  43. Church Plans

    By Felicia,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  44. Approved Vendors for New 403(b)

    By Guest usmcretd,   
    • 1 reply
    • 2.1k views

  45. Fiduciary Rules for Investments

    By Guest Inquiry,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  46. Church-controlled tax exempt organziation

    By LIBERTYKID,
    • 1 reply
    • 2.1k views

  47. Annuity and RMD

    By Guest paixgal,
    • 1 reply
    • 1.6k views

  48. receiving "church plan" status

    By Guest keltonk,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  49. church plan statistics

    By Guest keltonk,
    • 1 reply
    • 2k views

  50. Are 403(b)(9) distributions treated as "Housing Allowance" s

    By Guest bhmarker,
    • 1 reply
    • 2.9k views
    • Guest
    • Guest
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