Church Plans

294 topics in this forum

1. Deadline for SBJPA and TRA 97 amendments

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

2. Timely Payment of Employee Contributions

   By Scott, August 16, 2000
   • 0 replies
   • 2.4k views
   • 
   • Scott
   • August 16, 2000

3. GATT under 415 and non electing Church Plans

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

4. 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

5. Help - with question on church plan

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

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

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

7. 1.401(a)(4)-5(b) - restricted distributions

   By Guest, November 8, 2000
   • 1 reply
   • 2.4k views
   • 
   • Guest
   • November 14, 2000

8. Coverage Requirements

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

9. Ceasing audits

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

10. Noncompliance

    By Guest murphy, April 28, 1999
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • May 3, 1999

11. Church Deferred Compensation Plan

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

12. Joint Ventures/Different Church Affiliated Entities

    By Guest jgferrei, November 23, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • November 23, 1998

13. What is the general definition of a Church Plan?

    By Guest LCJOHNSON, May 19, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • May 24, 1999

14. 403(b) Matching Contributions

    By Guest benefits123, July 29, 2009
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • July 29, 2009

15. Section 125 plan

    By Guest ndgal, October 19, 2000
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 19, 2000

16. Nonqualified Church Plans

    By Guest, April 18, 2001
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • April 18, 2001

17. Non Electing Church Plans

    By Guest bill parks, July 23, 2007
    • 0 replies
    • 2.3k views
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    • Guest
    • July 23, 2007

18. Prototype document and church plans

    By Guest StephJT, September 9, 2002
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • September 9, 2002

19. Can a money purchase church plan have a match contribution formula

    By katieinny, November 13, 2008
    • 3 replies
    • 2.3k views
    • 
    • katieinny
    • November 14, 2008

20. Church Plans

    By Guest Jennifer Donald, August 27, 2002
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • August 27, 2002

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

    By Guest nmyers, October 12, 2007
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 16, 2007

22. taxation to participant

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

23. 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

24. WSJ on church plan

    By TLGeer, June 7, 2010
    • 6 replies
    • 2.3k views
    • 
    • My 2 cents
    • October 1, 2010

25. 401(a) Plan to Church Plan

    By Guest pensionadmin, December 13, 2001
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 13, 2001

26. section 72 plan

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

27. Elimination of optional forms for nonelecting church plan

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

28. Church plan and definition of Spouse

    By 30Rock, April 12, 2018
    • 11 replies
    • 2.2k views
    • 
    • 30Rock
    • April 16, 2018

29. Contribution Limits and 403()

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

30. 403B and a SEP plan Both?

    By Guest carolinawind, July 22, 2008
    • 1 reply
    • 2.2k views
    • 
    • ERISAnut
    • July 26, 2008

31. 415 limit in a church plan - special election

    By 401(k)athryn, September 1, 2020
    • 3 replies
    • 2.2k views
    • 
    • Peter Gulia
    • October 1, 2020

32. Church Plan Increase in NRA

    By jim241, July 6, 2018   

    • church plan
    • protected benefits
    • (and 3 more)

      Tagged with:

      • church plan
      • protected benefits
      • normal retirement age
      • 411(d)(6)
      • anti-cutback
    • 9 replies
    • 2.2k views
    • 
    • Luke Bailey
    • July 10, 2018

33. How do some of the churches calculate employee senority for their mus

    By Guest KennyG53, January 18, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • January 18, 1999

34. Retirement Income Accounts for churches

    By Guest vetat, October 4, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 4, 2000

35. Gifting stock to church

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

36. Housing Allowance Contributions

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

37. Church Plans

    By Felicia, February 27, 2009
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 5, 2009

38. what type of plan documents are needed for a 403(b) plan?

    By Guest anthea, December 30, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 30, 1998

39. Prohibited Transaction

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

40. Church Plan

    By Guest Pension Girl, March 11, 2010
    • 1 reply
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2010

41. church db plan

    By Guest lip, June 23, 2009
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 24, 2009

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

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

43. 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

44. Are there any advantages to using a grantor trust rather than a VEBA f

    By Guest Don Jones, November 6, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 6, 2000

45. Approved Vendors for New 403(b)

    By Guest usmcretd, January 31, 2013   

    • 403(b) vendor ISA
    • 1 reply
    • 2.1k views
    • 
    • ETA Consulting LLC
    • February 1, 2013

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

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

47. Plan Merger OK?

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

48. Defined Benefit Plan

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

49. Need info about church plans--health and welfare

    By jeanine, September 10, 2001
    • 0 replies
    • 2.1k views
    • 
    • jeanine
    • September 10, 2001

50. 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