Church Plans

294 topics in this forum

1. Retirement plan contributions and housing allowance

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

2. Non-electing Church plan

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

3. 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

4. Not a Church Plan. Now what?

   By elmobob14, July 29, 2014
   • 3 replies
   • 1.7k views
   • 
   • mdm09
   • July 31, 2014

5. NQDC Church Plan - Eligibility and Vesting

   By Plan Doc, January 24, 2024
   • 7 replies
   • 1.7k views
   • 
   • Peter Gulia
   • January 30, 2024

6. 403(b)(7)

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

7. Self-Employed Minister

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

8. 403(b) Distribution Treated as Housing Allowance

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

9. ASSETS OF QUALIFIED PLAN

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

10. Church and Opposite Sex Spouse

    By WolverineBenefits, March 12
    • 10 replies
    • 1.6k views
    • 
    • Peter Gulia
    • April 9

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

    By Patricia Neal Jensen, May 3, 2022
    • 1 reply
    • 1.6k views
    • 
    • mbvs
    • May 4, 2022

12. Private Letter Rulings

    By Guest ENT, December 28, 2011
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 28, 2011

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

    By katieinny, April 30, 2010
    • 2 replies
    • 1.6k views
    • 
    • katieinny
    • April 30, 2010

14. Eligibility for employer contribution

    By GrammieMame, October 23, 2015
    • 2 replies
    • 1.6k views
    • 
    • GBurns
    • October 25, 2015

15. Distributions

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

16. Manse and Loan Distribution

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

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. Deemed IRA Trustee

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

23. Church Plan Sponsor Liability

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

24. Can a church sponsor two separate plans?

    By 401(k)athryn, April 13, 2017   

    • church
    • 1 reply
    • 1.5k views
    • 
    • MQS0413
    • March 23, 2022

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

    By JustMe, November 9, 2016
    • 0 replies
    • 1.5k views
    • 
    • JustMe
    • November 9, 2016

26. Church Benefits Board

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

27. Decrease/Freeze COLA

    By Guest ERISAcatNraleigh, January 16, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • January 16, 2004

28. PLR on Proposed Plan?

    By kmhaab, April 10, 2020
    • 3 replies
    • 1.5k views
    • 
    • kmhaab
    • August 26, 2020

29. Sick Leave

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

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

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

31. Contolled Group

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

32. Working Past NRA

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

33. Housing Allowance and 1099R Reporting

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

34. 1099 Employee's Eligibility

    By Barbara Hanis, November 6, 2018
    • 3 replies
    • 1.4k views
    • 
    • Barbara Hanis
    • November 8, 2018

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

    By Guest charms, February 24, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 24, 2003

36. deleted

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

37. (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

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
    • 1.2k views
    • 
    • Guest
    • December 23, 2011

40. 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

41. Church DB Plan Funding Requirement

    By John314, October 23, 2024   

    • defined benefit
    • church plans
    • 4 replies
    • 1.1k views
    • 
    • Gina Alsdorf
    • October 24, 2024

42. 1099R Reporting for Housing Allowance

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

43. Church NQDC Plan Top-Hat Exempt?

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

44. Organizational Status Change

    By 401k Conundrums, August 29
    • 0 replies
    • 295 views
    • 
    • 401k Conundrums
    • August 29