Church Plans

294 topics in this forum

1. Church Plans

   By Guest Najladw, January 14, 2002
   • 1 reply
   • 2.9k views
   • 
   • mbozek
   • January 23, 2002

2. 415 limits/housing allowances

   By Guest ksumner, September 8, 1999
   • 1 reply
   • 3.4k views
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   • Guest
   • September 8, 1999

3. Coverage Requirements

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

4. Decrease/Freeze COLA

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

5. Church Benefits Board

   By Guest Geezer, March 13, 2012
   • 0 replies
   • 1.5k views
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   • Guest
   • March 13, 2012

6. 90-24 Transfers

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

7. 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

8. Association as Trustee

   By Guest Geezer, December 23, 2011
   • 0 replies
   • 1.3k views
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   • Guest
   • December 23, 2011

9. Holiday and Paid Time Off Schedule

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

10. taxation to participant

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

11. Are 584 Trust Funds allowed as investment options in a Church 403 (b)

    By Guest D Deluccia, May 20, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • May 20, 2002

12. Retirement plan contributions and housing allowance

    By Tinman, March 2, 2016
    • 0 replies
    • 1.7k views
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    • Tinman
    • March 2, 2016

13. Organizational Status Change

    By 401k Conundrums, August 29, 2025
    • 0 replies
    • 369 views
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    • 401k Conundrums
    • August 29, 2025

14. Church plan in-service distribution

    By Guest Darrell, March 21, 2007
    • 0 replies
    • 2.9k views
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    • Guest
    • March 21, 2007

15. Housing allowance and IRA rollover

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

16. Church Plan Parity and Entaglement Prevention Act

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

17. Retirement plan for independent contractors

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

18. church plan 401k vs 403b

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

19. Church Association Plan

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

20. Non-elective Contributions to a Church Plan

    By Guest Keith Hindman, March 6, 2001
    • 0 replies
    • 2.1k views
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    • Guest
    • March 6, 2001

21. National Multi-employer Worker Benefit Plan Software Needed

    By Guest Terri Jackson, March 22, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • March 22, 2002

22. Transfer to Canadian RRSP

    By Guest marlo, June 1, 2001
    • 0 replies
    • 1.9k views
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    • Guest
    • June 1, 2001

23. Form 5500

    By smm, January 16, 2009
    • 0 replies
    • 2.1k views
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    • smm
    • January 16, 2009

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

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

25. Nonqualified Church Plans

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

26. Financial Statements

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

27. Church Plans and "Common Control"

    By Guest MichiganGirl, September 9, 2012
    • 0 replies
    • 1.3k views
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    • Guest
    • September 9, 2012

28. Deemed IRA Trustee

    By Guest Geezer, September 14, 2011
    • 0 replies
    • 1.6k views
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    • Guest
    • September 14, 2011

29. section 72 plan

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

30. Distributions

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

31. 414(e) Religious Sponsored Plans

    By oldman63, May 31, 2017
    • 0 replies
    • 1.7k views
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    • oldman63
    • May 31, 2017

32. Sick Leave

    By R. Butler, September 25, 2013
    • 0 replies
    • 1.5k views
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    • R. Butler
    • September 25, 2013

33. Church plan PLR moratorium?

    By Guest Ohio, December 20, 2007
    • 0 replies
    • 3k views
    • 
    • Guest
    • December 20, 2007

34. PPA Benefit Limit Interpretation

    By Guest Patrick Foley, September 20, 2006
    • 0 replies
    • 2.5k views
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    • Guest
    • September 20, 2006

35. Terminating Church Plan

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

36. Church plans and bankruptcy actions

    By Guest brugamam, May 2, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • May 2, 2002

37. 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

38. COBRA subsidy for church plans?

    By Guest Ohio, February 16, 2009
    • 0 replies
    • 3.7k views
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    • Guest
    • February 16, 2009

39. Non Electing Church Plans

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

40. Church plans and 415 limitations

    By Guest Benefits Analyst, June 18, 2012
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 18, 2012

41. deleted

    By Guest WorldVision, October 14, 2008
    • 0 replies
    • 1.3k views
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    • Guest
    • October 14, 2008

42. Plan Documentat requirement for non-electing church organization with

    By Guest TRUST53, November 28, 2000
    • 0 replies
    • 2k views
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    • Guest
    • November 28, 2000

43. Can I bunch together years in ministry to arrive at 15 years of servic

    By Guest newlifeca, September 25, 2002
    • 0 replies
    • 1.6k views
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    • Guest
    • September 25, 2002

44. non-church 403(b) plan and ministerial housing

    By JustMe, November 9, 2016
    • 0 replies
    • 1.6k views
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    • JustMe
    • November 9, 2016

45. 401(a) Plan to Church Plan

    By Guest pensionadmin, December 13, 2001
    • 0 replies
    • 2.3k views
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    • Guest
    • December 13, 2001

46. 403(b) Contributions for Foreign Missionaries

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

47. Church Plan Sponsor Liability

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

48. 403(b) Matching Contributions

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

49. Church is part of larger worldwide entity, but would like to set up it

    By Felicia, July 20, 2000
    • 0 replies
    • 1.9k views
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    • Felicia
    • July 20, 2000

50. 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