Church Plans

294 topics in this forum

1. Church 403(b) & 457 plans

   By Guest lwhittle, November 26, 2002
   • 1 reply
   • 3.1k views
   • 
   • Guest
   • December 3, 2002

2. 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
   • 
   • Guest
   • September 25, 2002

3. Prototype document and church plans

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

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

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

5. Church Plans

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

6. Setting Reserves: Self Funded Health Plan

   By Guest mcronin, August 16, 2002
   • 5 replies
   • 4.7k views
   • 
   • Ron Snyder
   • August 16, 2002

7. non-electing church plan

   By k man, July 15, 2002
   • 2 replies
   • 3.2k views
   • 
   • k man
   • July 15, 2002

8. IRS Ruling Request Re Church Plan Status

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

9. Elimination of optional forms for nonelecting church plan

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

10. 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
    • 
    • Guest
    • May 20, 2002

11. Adea

    By Guest meggie, May 17, 2002
    • 1 reply
    • 2.6k views
    • 
    • mbozek
    • May 18, 2002

12. Minister's housing allowance and compensation

    By Guest Tara Curran, May 13, 2002
    • 2 replies
    • 3.6k views
    • 
    • david rigby
    • May 13, 2002

13. Church plans and bankruptcy actions

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

14. Distributions from Church plans

    By Guest metzger, March 29, 2002
    • 10 replies
    • 2.9k views
    • 
    • mbozek
    • May 6, 2002

15. National Multi-employer Worker Benefit Plan Software Needed

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

16. Holiday and Paid Time Off Schedule

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

17. ACP Testing For Church 403(b)

    By Guest wolfman, March 4, 2002
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • March 7, 2002

18. terminating church plan

    By Guest Keith N, February 15, 2002
    • 3 replies
    • 3.8k views
    • 
    • mbozek
    • February 27, 2002

19. 403(b) and ministers

    By Guest Butch, February 12, 2002
    • 2 replies
    • 2.7k views
    • 
    • mbozek
    • February 18, 2002

20. 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

21. Church Plans

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

22. 401(a) Plan to Church Plan

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

23. Welfare Plan 410(d) Election

    By Guest Patrick Foley, November 8, 2001
    • 7 replies
    • 4.4k views
    • 
    • smm
    • February 20, 2003

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

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

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

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

26. Credit for previous years of service

    By Guest Cath, August 9, 2001
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • August 9, 2001

27. withholding for self-employment tax on elective deferrals?

    By Guest Kurt_Johansen, August 1, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 1, 2001

28. EGTRRA and church plans

    By Guest mike webb, July 18, 2001
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 20, 2001

29. Transfer to Canadian RRSP

    By Guest marlo, June 1, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 1, 2001

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

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

31. Can a disassociated priest use the parsonage allowance exclusion found

    By Guest Nicolle Zeman-Bonnett, May 8, 2001
    • 2 replies
    • 2.6k views
    • 
    • MGB
    • June 13, 2001

32. Minimum Funding Standards for Church Plans

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

33. Nonqualified Church Plans

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

34. Non-elective Contributions to a Church Plan

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

35. ERISA Coverage

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

36. Minimum Vesting Standards for Non Electing Church Plans

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

37. Pastor needs separate plan...help

    By Guest LTurner, January 11, 2001
    • 8 replies
    • 3k views
    • 
    • Ellie Lowder
    • January 29, 2001

38. Requirements for church plans?

    By R. Butler, November 29, 2000
    • 1 reply
    • 2.6k views
    • 
    • Kirk Maldonado
    • November 29, 2000

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

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

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

    By Guest bhmarker, November 15, 2000
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • November 21, 2002

41. 403(b)(7) or 403(b)(9) for a church?

    By Guest RRS, November 11, 2000
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • November 11, 2000

42. ERISA CODE EXEMPTIONS FOR CHURCH PLANS

    By Guest S Franc, November 9, 2000
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • November 9, 2000

43. 1.401(a)(4)-5(b) - restricted distributions

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

44. GATT under 415 and non electing Church Plans

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

45. 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

46. Section 125 plan

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

47. 403(b) Contributions for Foreign Missionaries

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

48. Retirement Income Accounts for churches

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

49. Retirement plan for independent contractors

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

50. Converting ERISA plan to church plan

    By Guest Don Jones, September 5, 2000
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • October 4, 2000