Church Plans

290 topics in this forum

1. Fiduciary Rules for Investments

   By Guest Inquiry, April 16, 1999
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • April 16, 1999

2. Financial Statements

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

3. Form 5500

   By smm, January 16, 2009
   • 0 replies
   • 1.9k views
   • 
   • smm
   • January 16, 2009

4. Frozen Cash Balance Plan

   By cohendrake, April 23, 2013
   • 0 replies
   • 1.5k views
   • 
   • cohendrake
   • April 23, 2013

5. FSA or HRA

   By artp, January 31, 2015
   • 12 replies
   • 3.3k views
   • 
   • ralphmabry
   • September 29, 2015

6. Funding a 403(b)(9) Plan

   By Guest pwilbanks, June 21, 2000
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • June 22, 2000

7. GATT under 415 and non electing Church Plans

   By Guest meggie, November 7, 2000
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • November 7, 2000

8. Gifting stock to church

   By Guest rschramm, April 29, 1999
   • 0 replies
   • 2k views
   • 
   • Guest
   • April 29, 1999

9. health benefits vs. salary increase

   By Guest segisara, September 12, 2007
   • 6 replies
   • 3.7k views
   • 
   • John Feldt ERPA CPC QPA
   • October 19, 2007

10. Help - with question on church plan

    By Guest sb000, May 13, 2008
    • 2 replies
    • 2.2k views
    • 
    • TLGeer
    • September 15, 2008

11. Holiday and Paid Time Off Schedule

    By Guest kdogydog, March 20, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 20, 2002

12. hospital 401(k) church plan & discrimination testing

    By Guest StephJT, September 9, 2002
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • September 9, 2002

13. Housing Allowance

    By Guest David Blask, June 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 7, 2000

14. Housing allowance

    By Guest rl6148, October 29, 2008
    • 5 replies
    • 4.6k views
    • 
    • Kevin C
    • September 13, 2011

15. Housing allowance & 414(s) comp

    By dcoderre, July 15, 2009
    • 2 replies
    • 3k views
    • 
    • Guest
    • August 27, 2012

16. Housing Allowance and 1099R Reporting

    By JOH, June 8, 2020
    • 2 replies
    • 859 views
    • 
    • JOH
    • June 8, 2020

17. Housing allowance and IRA rollover

    By Guest skim3011, October 29, 2003
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • October 29, 2003

18. Housing Allowance Contributions

    By oldman, August 9, 2012
    • 0 replies
    • 2k views
    • 
    • oldman
    • August 9, 2012

19. Housing Allowance credit on 403(B) dist's?

    By Guest danmar, December 28, 1998
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • December 29, 1998

20. Housing allowance treatment of retirement plan payments

    By Guest Patrick Foley, June 27, 2000
    • 4 replies
    • 5.1k views
    • 
    • actuarysmith
    • January 28, 2002

21. How does a pastors housing allowance affect the definition of compensa

    By actuarysmith, January 28, 2002
    • 6 replies
    • 5.4k views
    • 
    • fiona1
    • August 22, 2012

22. Implementing a lump sum window for a church plan

    By Effen, February 2, 2017
    • 4 replies
    • 1.6k views
    • 
    • My 2 cents
    • February 6, 2017

23. Interim Amendment Deadlines for Church plans

    By John Feldt ERPA CPC QPA, November 1, 2010
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2010

24. Investments in a 403(b)(9) plan

    By 403(b)(9), February 12, 2015
    • 2 replies
    • 3k views
    • 
    • 403(b)(9)
    • February 13, 2015

25. IRC 106 and ministers: (Are church paid medical premiums taxable to t

    By Moe Howard, January 22, 2003
    • 0 replies
    • 2.6k views
    • 
    • Moe Howard
    • January 22, 2003