Church Plans

294 topics in this forum

1. church plan 401k vs 403b

   By Santo Gold, November 8, 2006
   • 0 replies
   • 4.8k views
   • 
   • Santo Gold
   • November 8, 2006

2. section 72 plan

   By bruce bruinsma, October 17, 2006
   • 0 replies
   • 2.2k views
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   • bruce bruinsma
   • October 17, 2006

3. PPA Benefit Limit Interpretation

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

4. Pension Protection Act

   By Guest Patrick Foley, September 14, 2006
   • 2 replies
   • 2.9k views
   • 
   • Guest
   • September 20, 2006

5. Church Plan Election

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

6. Qualified Church-Controlled Organizations?

   By Guest Penelope, June 27, 2006
   • 3 replies
   • 5.5k views
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   • Guest
   • July 27, 2006

7. 403(b) for HCE Only

   By Guest Patrick Foley, March 24, 2006
   • 3 replies
   • 3.9k views
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   • Guest
   • March 28, 2006

8. QJSA

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

9. Converting from Church Plan status to ERISA

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

10. Terminating a group health Church Plan

    By Guest pedmund, November 3, 2005
    • 7 replies
    • 4.8k views
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    • Guest
    • November 24, 2005

11. Parsonage Allowance and Hospital Chaplain

    By Christine Roberts, October 26, 2005
    • 0 replies
    • 3.1k views
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    • Christine Roberts
    • October 26, 2005

12. taxation to participant

    By Guest jigpsu100, September 13, 2005
    • 0 replies
    • 2.3k views
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    • Guest
    • September 13, 2005

13. Church welfare plans and state regulation

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

14. what's a church plan, exactly?

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

15. A sticky wicket: church plans and domestic partners in California

    By Guest erisafried, March 5, 2005
    • 12 replies
    • 5.1k views
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    • Don Levit
    • March 10, 2005

16. Automatic Rollovers

    By Guest Patrick Foley, January 25, 2005
    • 5 replies
    • 3.1k views
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    • Kirk Maldonado
    • January 29, 2005

17. Contributory Church Plan

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

18. Churches and 457

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

19. DOL Church Plan Ruling Problem

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

20. Church Plan 403(b) Non-Discrimination

    By Guest MAGGIE73, October 26, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 26, 2004

21. Medicare

    By DTH, October 7, 2004
    • 0 replies
    • 1.7k views
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    • DTH
    • October 7, 2004

22. deductions subject to tax

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

23. Church plans and various members of controlled group

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

24. electing / nonelecting plan, etc.

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

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

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

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

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

27. Distributions from plan as clergy "housing expense"

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

28. Prohibited Transaction

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

29. Ceasing audits

    By Guest cosmo01, January 29, 2004
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • January 29, 2004

30. Decrease/Freeze COLA

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

31. Church Plan Newbee

    By Lori Foresz, January 9, 2004
    • 0 replies
    • 1.9k views
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    • Lori Foresz
    • January 9, 2004

32. Housing allowance and IRA rollover

    By Guest skim3011, October 29, 2003
    • 0 replies
    • 3k views
    • 
    • Guest
    • October 29, 2003

33. 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, October 7, 2003
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • October 7, 2003

34. Electing Church Plan submission

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

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

    By Guest cosmo01, September 8, 2003
    • 1 reply
    • 3.2k views
    • 
    • MGB
    • November 18, 2003

36. Any GUST/EGTRRA remedial amendment period for non-electing church plans?

    By Guest APierce, August 26, 2003
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • August 26, 2003

37. 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, August 8, 2003
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • August 8, 2003

38. Distributions

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

39. Financial Statements

    By Guest cease, June 25, 2003
    • 0 replies
    • 1.9k views
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    • Guest
    • June 25, 2003

40. Church Deferred Compensation Plan

    By Guest sherryj, June 12, 2003
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • June 12, 2003

41. Raising cashout limit OK?

    By Guest Patrick Foley, May 29, 2003
    • 3 replies
    • 4.3k views
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    • mbozek
    • May 30, 2003

42. Model Church Plan Document

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

43. 401(k) Church Plan

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

44. Plan Merger OK?

    By Guest Patrick Foley, February 25, 2003
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • February 25, 2003

45. Need guidance for Med. ins. for church staff

    By Guest charms, February 24, 2003
    • 0 replies
    • 1.3k views
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    • Guest
    • February 24, 2003

46. Church 401(k) Plan

    By Guest CRA, February 20, 2003
    • 1 reply
    • 3k views
    • 
    • Guest
    • February 20, 2003

47. 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

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

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

49. Church Plan Sponsor Liability

    By Guest kredlin, January 20, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 20, 2003

50. Church Association Plan

    By Guest kredlin, January 14, 2003
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 14, 2003