Church Plans

294 topics in this forum

1. ERISA Coverage

   By Guest rkanar, February 22, 2001
   • 7 replies
   • 3.5k views
   • 
   • Guest
   • February 26, 2001

2. Exemption From 403(b) Discrimination Rules

   By QDROphile, December 18, 2012
   • 7 replies
   • 4k views
   • 
   • jpod
   • February 5, 2013

3. FDL for underfunded church plan?

   By Guest Dionysius, May 5, 2010
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • June 4, 2010

4. Fiduciary Rules for Investments

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

5. Financial Statements

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

6. Form 5500

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

7. Frozen Cash Balance Plan

   By cohendrake, April 23, 2013
   • 0 replies
   • 1.6k views
   • 
   • cohendrake
   • April 23, 2013

8. FSA or HRA

   By artp, January 31, 2015
   • 12 replies
   • 3.7k views
   • 
   • ralphmabry
   • September 29, 2015

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

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

10. GATT under 415 and non electing Church Plans

    By Guest meggie, November 7, 2000
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • November 7, 2000

11. Gifting stock to church

    By Guest rschramm, April 29, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • April 29, 1999

12. health benefits vs. salary increase

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

13. Help - with question on church plan

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

14. Holiday and Paid Time Off Schedule

    By Guest kdogydog, March 20, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 20, 2002

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

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

16. Housing Allowance

    By Guest David Blask, June 6, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • June 7, 2000

17. Housing allowance

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

18. Housing allowance & 414(s) comp

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

19. Housing Allowance and 1099R Reporting

    By JOH, June 8, 2020
    • 2 replies
    • 1.4k views
    • 
    • JOH
    • June 8, 2020

20. Housing allowance and IRA rollover

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

21. Housing Allowance Contributions

    By oldman, August 9, 2012
    • 0 replies
    • 2.2k views
    • 
    • oldman
    • August 9, 2012

22. Housing Allowance credit on 403(B) dist's?

    By Guest danmar, December 28, 1998
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • December 29, 1998

23. Housing allowance treatment of retirement plan payments

    By Guest Patrick Foley, June 27, 2000
    • 4 replies
    • 5.6k views
    • 
    • actuarysmith
    • January 28, 2002

24. How does a pastors housing allowance affect the definition of compensa

    By actuarysmith, January 28, 2002
    • 6 replies
    • 5.9k views
    • 
    • fiona1
    • August 22, 2012

25. Implementing a lump sum window for a church plan

    By Effen, February 2, 2017
    • 4 replies
    • 2.1k views
    • 
    • My 2 cents
    • February 6, 2017

26. Interim Amendment Deadlines for Church plans

    By John Feldt ERPA CPC QPA, November 1, 2010
    • 2 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2010

27. Investments in a 403(b)(9) plan

    By 403(b)(9), February 12, 2015
    • 2 replies
    • 3.4k views
    • 
    • 403(b)(9)
    • February 13, 2015

28. 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

29. 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

30. IRS issues new 403(b) plan audit guidelines

    By Guest CVCalhoun, June 18, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 18, 1999

31. IRS Letter Ruling to Stop 5500 Filings?

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

32. IRS Ruling Request Re Church Plan Status

    By Brian Haynes, June 26, 2002
    • 4 replies
    • 3k views
    • 
    • Guest
    • October 16, 2002

33. 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

34. Is an independent gospel mission a church?

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

35. Is church "qualified plan" exempt from non-discrimination ru

    By Guest newlife, May 14, 2001
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • May 14, 2001

36. 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

37. Joint Ventures/Different Church Affiliated Entities

    By Guest jgferrei, November 23, 1998
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • November 23, 1998

38. Kennedy v. Dupont Savings and Investment Plan

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

39. Legal research links for church plans

    By Carol V. Calhoun, September 29, 1999
    • 0 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • September 29, 1999

40. Lutheran church trying to set up 403b

    By Guest statcat, August 31, 2011
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • August 31, 2011

41. Manse and Loan Distribution

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

42. Many Questions regarding church plans

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

43. 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

44. Medicare

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

45. Merger 403(b) and 401(k) plans

    By Guest Darcy L. Hitesman, October 16, 2001
    • 3 replies
    • 3k views
    • 
    • Guest
    • October 31, 2001

46. Merger of electing church plan with non-electing plans

    By Guest Lonnie Tomlin, December 10, 1999
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • December 16, 1999

47. Military Chaplains

    By Guest mike webb, January 28, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 28, 2000

48. Minimum Distribution Requirements

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

49. Minimum Funding Standards for Church Plans

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

50. Minimum Vesting Standards for Non Electing Church Plans

    By Guest meggie, January 16, 2001
    • 1 reply
    • 2k views
    • 
    • Everett Moreland
    • January 17, 2001