Church Plans

294 topics in this forum

1. Medicare

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

2. 403(b) Distribution Treated as Housing Allowance

   By DTH, February 2, 2017
   • 1 reply
   • 1.7k views
   • 
   • david rigby
   • February 8, 2017

3. 414(e) Religious Sponsored Plans

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

4. 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

5. Retirement plan contributions and housing allowance

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

6. Non-electing Church plan

   By Guest Phineas, March 6, 2011
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • March 6, 2011

7. 403(b)(7)

   By Guest brb, October 26, 2009
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • October 29, 2009

8. Interim Amendment Deadlines for Church plans

   By John Feldt ERPA CPC QPA, November 1, 2010
   • 2 replies
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • November 23, 2010

9. Self-Employed Minister

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

10. Plan Document (Cycle 3) for Money Purchase Plan sponsored by Non-Electing Church

    By Patricia Neal Jensen, May 3, 2022
    • 1 reply
    • 1.7k views
    • 
    • mbvs
    • May 4, 2022

11. ASSETS OF QUALIFIED PLAN

    By LIBERTYKID, November 18, 2008
    • 0 replies
    • 1.7k views
    • 
    • LIBERTYKID
    • November 18, 2008

12. Private Letter Rulings

    By Guest ENT, December 28, 2011
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • December 28, 2011

13. Church plans must still come under a code section,

    By katieinny, April 30, 2010
    • 2 replies
    • 1.7k views
    • 
    • katieinny
    • April 30, 2010

14. Eligibility for employer contribution

    By GrammieMame, October 23, 2015
    • 2 replies
    • 1.7k views
    • 
    • GBurns
    • October 25, 2015

15. Manse and Loan Distribution

    By Guest DSims, July 31, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 31, 2009

16. Distributions

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

17. non-electing church plan and ADEA

    By Guest cbclark, December 8, 2011
    • 1 reply
    • 1.6k views
    • 
    • Chaz
    • December 9, 2011

18. 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

19. Simple Plan

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

20. Frozen Cash Balance Plan

    By cohendrake, April 23, 2013
    • 0 replies
    • 1.6k views
    • 
    • cohendrake
    • April 23, 2013

21. Annuity and RMD

    By Guest paixgal, September 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • September 13, 2010

22. Can a church sponsor two separate plans?

    By 401(k)athryn, April 13, 2017   

    • church
    • 1 reply
    • 1.6k views
    • 
    • MQS0413
    • March 23, 2022

23. PLR on Proposed Plan?

    By kmhaab, April 10, 2020
    • 3 replies
    • 1.6k views
    • 
    • kmhaab
    • August 26, 2020

24. Church Plan Sponsor Liability

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

25. Deemed IRA Trustee

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

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

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

27. Decrease/Freeze COLA

    By Guest ERISAcatNraleigh, January 16, 2004
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • January 16, 2004

28. Church Benefits Board

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

29. Sick Leave

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

30. Contolled Group

    By oldman, March 25, 2011
    • 0 replies
    • 1.5k views
    • 
    • oldman
    • March 25, 2011

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

    By Trekker, January 14, 2013
    • 2 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • January 14, 2013

32. 1099 Employee's Eligibility

    By Barbara Hanis, November 6, 2018
    • 3 replies
    • 1.5k views
    • 
    • Barbara Hanis
    • November 8, 2018

33. Working Past NRA

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

34. Housing Allowance and 1099R Reporting

    By JOH, June 8, 2020
    • 2 replies
    • 1.4k views
    • 
    • JOH
    • June 8, 2020

35. Need guidance for Med. ins. for church staff

    By Guest charms, February 24, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 2003

36. (2) 403(b) providers for a church plan

    By Barbara Hanis, May 11, 2018
    • 3 replies
    • 1.3k views
    • 
    • Patricia Neal Jensen
    • May 15, 2018

37. deleted

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

38. Church Plans and "Common Control"

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

39. Association as Trustee

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

40. Church DB Plan Funding Requirement

    By John314, October 23, 2024   

    • defined benefit
    • church plans
    • 4 replies
    • 1.2k views
    • 
    • Gina Alsdorf
    • October 24, 2024

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

    By Kate Belyayeva, February 10, 2023
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • February 10, 2023

42. Church NQDC Plan Top-Hat Exempt?

    By Plan Doc, December 10, 2024
    • 6 replies
    • 1k views
    • 
    • Plan Doc
    • December 16, 2024

43. 1099R Reporting for Housing Allowance

    By JOH, June 26, 2020
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • June 27, 2020

44. Organizational Status Change

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