Church Plans

290 topics in this forum

1. Distributions

   By DTH, August 7, 2003
   • 0 replies
   • 1.5k views
   • 
   • DTH
   • August 7, 2003

2. Distributions from Church plans

   By Guest metzger, March 29, 2002
   • 10 replies
   • 2.7k views
   • 
   • mbozek
   • May 6, 2002

3. Distributions from plan as clergy "housing expense"

   By Guest mgmurphy, May 17, 2004
   • 3 replies
   • 2.9k views
   • 
   • Guest
   • May 17, 2004

4. Do matching ER contributions in a 403(b)(9) result in the plan being subject to ERISA?

   By Guest Geezer, February 16, 2012
   • 2 replies
   • 3.2k views
   • 
   • Guest
   • February 16, 2012

5. Do the Top Heavy rules apply to a non-electing church plan?

   By katieinny, November 14, 2008
   • 2 replies
   • 2.7k views
   • 
   • katieinny
   • November 14, 2008

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

   By katieinny, January 22, 2015   

   • Or SMMs?
   • 3 replies
   • 1.7k views
   • 
   • katieinny
   • January 23, 2015

7. Does filing a Form 5500 constitute the irrevocable election

   By Guest Bearlee, October 24, 2008
   • 10 replies
   • 6.2k views
   • 
   • Kevin C
   • May 29, 2013

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

   By smm, September 16, 2010
   • 1 reply
   • 2k views
   • 
   • dcoderre
   • February 24, 2011

9. DOL Church Plan Ruling Problem

   By Guest BKH, October 27, 2004
   • 3 replies
   • 3.3k views
   • 
   • SoCalActuary
   • October 27, 2004

10. EGTRRA and church plans

    By Guest mike webb, July 18, 2001
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • July 20, 2001

11. EGTRRA Restatement for DB plans

    By Belgarath, March 19, 2012
    • 4 replies
    • 2.5k views
    • 
    • Belgarath
    • March 20, 2012

12. electing / nonelecting plan, etc.

    By Guest PMiller, June 21, 2004
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • June 28, 2004

13. Electing Church Plan submission

    By Guest mgmurphy, September 24, 2003
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • September 24, 2003

14. electing versus non-electing church plans

    By wvbeachgirl, September 12, 2007
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • October 16, 2007

15. Eligibility for employer contribution

    By GrammieMame, October 23, 2015
    • 2 replies
    • 1.3k views
    • 
    • GBurns
    • October 25, 2015

16. Eliminate early retirement from non-electing church plan?

    By Trekker, January 14, 2013
    • 2 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 14, 2013

17. Elimination of optional forms for nonelecting church plan

    By Medusa, June 19, 2002
    • 5 replies
    • 2.1k views
    • 
    • mbozek
    • June 20, 2002

18. Employee of a Qualified trust

    By Guest Geezer, October 19, 2011
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 9, 2012

19. Employer contributions limits to 403(b)(9)

    By ron39, October 15, 2017
    • 1 reply
    • 2.4k views
    • 
    • Patricia Neal Jensen
    • October 18, 2017

20. Equivalent of Stock Sale in Church Plan?

    By dmb, November 10, 2014
    • 5 replies
    • 1.6k views
    • 
    • ESOP Guy
    • November 13, 2014

21. ERISA and Religious Organizations 101?

    By Guest Shoozy, August 31, 2007
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • August 31, 2007

22. ERISA CODE EXEMPTIONS FOR CHURCH PLANS

    By Guest S Franc, November 9, 2000
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • November 9, 2000

23. ERISA Coverage

    By Guest rkanar, February 22, 2001
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • February 26, 2001

24. Exemption From 403(b) Discrimination Rules

    By QDROphile, December 18, 2012
    • 7 replies
    • 3.8k views
    • 
    • jpod
    • February 5, 2013

25. FDL for underfunded church plan?

    By Guest Dionysius, May 5, 2010
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 4, 2010