Church Plans

294 topics in this forum

1. Scholarships to Church Schools

   By Christine Roberts, December 1, 1998
   • 0 replies
   • 2.5k views
   • 
   • Christine Roberts
   • December 1, 1998

2. Section 125 plan

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

3. section 72 plan

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

4. Self-Employed Clergy

   By oldman, December 3, 2013
   • 2 replies
   • 3.6k views
   • 
   • 403(b)(9)
   • December 7, 2013

5. Self-Employed Minister

   By dashab, August 22, 2011
   • 0 replies
   • 1.7k views
   • 
   • dashab
   • August 22, 2011

6. SEP IRA for Church

   By R. Butler, September 25, 2013
   • 1 reply
   • 4.3k views
   • 
   • ETA Consulting LLC
   • September 25, 2013

7. Service based Match in 403b Church plan

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

8. Setting Reserves: Self Funded Health Plan

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

9. Sick Leave

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

10. Simple Plan

    By Guest fender5150, August 30, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 6, 2008

11. Software for DB & 401k Church plans

    By Guest paulak, October 20, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • October 20, 1998

12. Special DL Cycle for Church Plans?

    By Guest bobolink, January 6, 2011
    • 3 replies
    • 2.5k views
    • 
    • BTG
    • April 25, 2011

13. Sponsoring Both ERISA & Church Plans

    By Guest Don Jones, February 1, 2000
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • February 1, 2000

14. Sponsoring multiple "church" plans

    By Guest jphotz, February 5, 2014   

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

15. Spousal Consent

    By oldman, May 8, 2013
    • 3 replies
    • 2.8k views
    • 
    • david rigby
    • May 8, 2013

16. Start Up Church Plan

    By Guest Bizitchie, December 26, 2008
    • 6 replies
    • 4.3k views
    • 
    • Guest
    • June 3, 2009

17. Taxation of "living allowance" for LDS leaders

    By ElGuapo, August 16, 2007
    • 1 reply
    • 3.3k views
    • 
    • Ron Snyder
    • September 6, 2007

18. taxation to participant

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

19. Terminating a group health Church Plan

    By Guest pedmund, November 3, 2005
    • 7 replies
    • 4.8k views
    • 
    • Guest
    • November 24, 2005

20. Terminating Church Plan

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

21. terminating church plan

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

22. Terminating employer in multiple employer 403(b)(9)

    By KaJay, June 10, 2019
    • 6 replies
    • 3.2k views
    • 
    • QP_Guy
    • June 12, 2019

23. 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

24. Timely Payment of Employee Contributions

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

25. Top Heavy in DB plan

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

26. Trade Act of 2002 - Does it apply to self-funded church plan

    By ERISAatty, August 6, 2010
    • 1 reply
    • 7.5k views
    • 
    • Guest
    • September 30, 2010

27. Transfer to Canadian RRSP

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

28. 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

29. Tuition Reduction Plans

    By Christine Roberts, October 14, 1998
    • 0 replies
    • 2.9k views
    • 
    • Christine Roberts
    • October 14, 1998

30. Use of Qualified 401(a) Non-Electing Church Plan Assets to Indemnify Church Employees/Directors

    By Kate Belyayeva, February 10, 2023
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • February 10, 2023

31. Welfare Plan 410(d) Election

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

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

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

33. 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

34. what's a church plan, exactly?

    By PensionNewbee, June 6, 2005
    • 2 replies
    • 2.5k views
    • 
    • PensionNewbee
    • June 7, 2005

35. Who's the employer

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

36. Why choose 403(b)7 over 403(b)9?

    By Guest vinson7, April 10, 2009
    • 7 replies
    • 21.7k views
    • 
    • Guest
    • April 26, 2010

37. why would a church file a 5500?

    By Guest Enda80, December 12, 2007
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • December 15, 2007

38. Will 5500 filing make a Church Plan subject to ERISA

    By leighl, August 5, 2016
    • 2 replies
    • 2.5k views
    • 
    • david rigby
    • August 5, 2016

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

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

40. Withholding on 403b contributions?

    By Guest Kenneth, September 8, 1999
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • May 26, 2004

41. Withholding on distributions to nuns

    By david shipp, September 30, 1998
    • 0 replies
    • 2.6k views
    • 
    • david shipp
    • September 30, 1998

42. WORK/LIFE BENEFITS

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

43. Working Past NRA

    By BTG, September 30, 2010
    • 0 replies
    • 1.5k views
    • 
    • BTG
    • September 30, 2010

44. WSJ on church plan

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