Church Plans

294 topics in this forum

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

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

2. Legal research links for church plans

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

3. Church-controlled tax exempt organziation

   By LIBERTYKID, June 27, 2014
   • 1 reply
   • 2.1k views
   • 
   • david rigby
   • June 27, 2014

4. Does a non-electing Church Plan need to provide SPDs?

   By katieinny, January 22, 2015   

   • Or SMMs?
   • 3 replies
   • 2.1k views
   • 
   • katieinny
   • January 23, 2015

5. Non-elective Contributions to a Church Plan

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

6. Church plans and various members of controlled group

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

7. Minimum Vesting Standards for Non Electing Church Plans

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

8. Form 5500

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

9. Kennedy v. Dupont Savings and Investment Plan

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

10. church plan statistics

    By Guest keltonk, June 14, 1999
    • 1 reply
    • 2k views
    • 
    • Kirk Maldonado
    • June 14, 1999

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

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

12. Contributory Church Plan

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

13. plan document.....still

    By Guest Moira, April 26, 2010
    • 6 replies
    • 2k views
    • 
    • TLGeer
    • April 30, 2010

14. Chuch plan covering only full time employees?

    By Guest Bob Lees, March 21, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 24, 2000

15. Nun

    By Fisher, August 20, 2012
    • 1 reply
    • 2k views
    • 
    • Peter Gulia
    • August 20, 2012

16. Housing Allowance

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

17. MPPP in Church

    By Guest PensionGal, November 25, 2008
    • 1 reply
    • 2k views
    • 
    • jpod
    • November 25, 2008

18. 403B Church Plan

    By Guest angelf, January 19, 2012
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • January 24, 2012

19. Financial Statements

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

20. WORK/LIFE BENEFITS

    By Guest Kimberly Brown, July 11, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 21, 2000

21. Holiday and Paid Time Off Schedule

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

22. Church Plan 403(b) Non-Discrimination

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

23. Credit for previous years of service

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

24. Timely deposits?

    By Zorro1k, August 6, 2015   

    • late
    • timely
    • (and 1 more)

      Tagged with:

      • late
      • timely
      • deposits
    • 2 replies
    • 1.9k views
    • 
    • Peter Gulia
    • August 6, 2015

25. Top Heavy in DB plan

    By dmb, July 1, 2010
    • 5 replies
    • 1.9k views
    • 
    • My 2 cents
    • August 3, 2010

26. Equivalent of Stock Sale in Church Plan?

    By dmb, November 10, 2014
    • 5 replies
    • 1.9k views
    • 
    • ESOP Guy
    • November 13, 2014

27. Church Plan Newbee

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

28. Sponsoring multiple "church" plans

    By Guest jphotz, February 5, 2014   

    • 410(d)
    • 1 reply
    • 1.9k views
    • 
    • jpod
    • February 5, 2014

29. Transfer to Canadian RRSP

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

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

    By Felicia, July 20, 2000
    • 0 replies
    • 1.8k views
    • 
    • Felicia
    • July 20, 2000

31. Who's the employer

    By Guest JWR, June 18, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 1, 2010

32. Non-Electing QCCO Needs Pre-approved 401(k) Document

    By Patricia Neal Jensen, June 18, 2018   

    • qcco
    • 401(c)
    • 5 replies
    • 1.8k views
    • 
    • PensionPro
    • June 19, 2018

33. Church Association Plan

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

34. missed employer contributions

    By Santo Gold, January 11, 2010
    • 1 reply
    • 1.8k views
    • 
    • Below Ground
    • January 12, 2010

35. Discrimination testing

    By 403(b)(9), September 12, 2013
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • September 12, 2013

36. FDL for underfunded church plan?

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

37. Church plans and bankruptcy actions

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

38. National Multi-employer Worker Benefit Plan Software Needed

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

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

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

40. Applicability of 410(d) Election

    By Guest krijowri, August 14, 2008
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 1, 2008

41. 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

42. Service based Match in 403b Church plan

    By dmb, April 29, 2014
    • 0 replies
    • 1.7k views
    • 
    • dmb
    • April 29, 2014

43. Non-Electing Church Plan

    By Guest MJ1, March 8, 2011
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 8, 2011

44. Church plans and 415 limitations

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

45. Employee of a Qualified trust

    By Guest Geezer, October 19, 2011
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 9, 2012

46. Military Chaplains

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

47. Medicare

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

48. 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

49. 414(e) Religious Sponsored Plans

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

50. Church plan excluding bonus from compensation

    By dmb, January 31, 2020
    • 1 reply
    • 1.7k views
    • 
    • dmb
    • January 31, 2020