Church Plans

279 topics in this forum

1. 403(b)(7) vs. 403(b)(9)

   By 401(k)athryn, September 27, 2017
   • 4 replies
   • 853 views
   • 
   • Patricia Neal Jensen
   • September 25

2. Church Plan Increase in NRA

   By jim241, July 6   

   • church plan
   • protected benefits
   • (and 3 more)

     Tagged with:

     • church plan
     • protected benefits
     • normal retirement age
     • 411(d)(6)
     • anti-cutback
   • 9 replies
   • 519 views
   • 
   • Luke Bailey
   • July 10

3. Non-Electing QCCO Needs Pre-approved 401(k) Document

   By Patricia Neal Jensen, June 18   

   • qcco
   • 401(c)
   • 5 replies
   • 265 views
   • 
   • PensionPro
   • June 19

4. (2) 403(b) providers for a church plan

   By Barbara Hanis, May 11
   • 3 replies
   • 300 views
   • 
   • Patricia Neal Jensen
   • May 15

5. Church plans and employer contributions

   By Barbara Hanis, April 23
   • 7 replies
   • 355 views
   • 
   • Patricia Neal Jensen
   • April 26

6. Churches and 457

   By Guest Patrick Foley, December 22, 2004
   • 7 replies
   • 3,007 views
   • 
   • ERISAAPPLE
   • April 20

7. Church plan and definition of Spouse

   By 30Rock, April 12
   • 11 replies
   • 425 views
   • 
   • 30Rock
   • April 16

8. Clergy Housing Allowance - Contributions and HCE determination

   By stephen, February 16
   • 4 replies
   • 551 views
   • 
   • stephen
   • February 23

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

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

10. 414(e) Religious Sponsored Plans

    By oldman63, May 31, 2017
    • 0 replies
    • 795 views
    • 
    • oldman63
    • May 31, 2017

11. Many Questions regarding church plans

    By abanky, May 8, 2007
    • 14 replies
    • 11,822 views
    • 
    • Fiduciary Guidance Counsel
    • May 23, 2017

12. Can a church sponsor two separate plans?

    By 401(k)athryn, April 13, 2017   

    • church
    • 0 replies
    • 387 views
    • 
    • 401(k)athryn
    • April 13, 2017

13. 403(b) Distribution Treated as Housing Allowance

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

14. Implementing a lump sum window for a church plan

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

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

    By JustMe, November 9, 2016
    • 0 replies
    • 921 views
    • 
    • JustMe
    • November 9, 2016

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

    By leighl, August 5, 2016
    • 2 replies
    • 1,156 views
    • 
    • david rigby
    • August 5, 2016

17. Church Plan Clarification Act - Are Regs Expected?

    By AMDG, January 8, 2016   

    • 403(b)(9)
    • church plan
    • 5 replies
    • 1,271 views
    • 
    • AMDG
    • August 3, 2016

18. Retirement plan contributions and housing allowance

    By Tinman, March 2, 2016
    • 0 replies
    • 1,047 views
    • 
    • Tinman
    • March 2, 2016

19. Eligibility for employer contribution

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

20. questions about maximizing 403b deferrals

    By nottheonlydreamer, September 25, 2015
    • 11 replies
    • 1,052 views
    • 
    • GBurns
    • October 2, 2015

21. FSA or HRA

    By artp, January 31, 2015
    • 12 replies
    • 1,899 views
    • 
    • ralphmabry
    • September 29, 2015

22. Can Church Plans be MEPs

    By DCDude, August 21, 2015   

    • Church
    • MEP
    • (and 2 more)

      Tagged with:

      • Church
      • MEP
      • Multiple Employer Plan
      • Multiemployer Plan
    • 2 replies
    • 1,215 views
    • 
    • DCDude
    • August 24, 2015

23. Timely deposits?

    By Zorro1k, August 6, 2015   

    • late
    • timely
    • (and 1 more)

      Tagged with:

      • late
      • timely
      • deposits
    • 2 replies
    • 978 views
    • 
    • Fiduciary Guidance Counsel
    • August 6, 2015

24. ACP Testing: 403b vs. 401k

    By Craig Garner, March 4, 2015
    • 2 replies
    • 2,992 views
    • 
    • Craig Garner
    • March 11, 2015

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

    By 403(b)(9), February 12, 2015
    • 2 replies
    • 1,961 views
    • 
    • 403(b)(9)
    • February 13, 2015