Church Plans

270 topics in this forum

1. Many Questions regarding church plans

   By abanky, May 8, 2007
   • 14 replies
   • 10,806 views
   • 
   • Fiduciary Guidance Counsel
   • Tuesday at 11:42 AM

2. Can a church sponsor two separate plans?

   By 401(k)athryn, April 13   

   • church
   • 0 replies
   • 226 views
   • 
   • 401(k)athryn
   • April 13

3. 403(b) Distribution Treated as Housing Allowance

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

4. Implementing a lump sum window for a church plan

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

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

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

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

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

7. Church Plan Clarification Act - Are Regs Expected?

   By AMDG, January 8, 2016   

   • 403(b)(9)
   • church plan
   • 5 replies
   • 1,094 views
   • 
   • AMDG
   • August 3, 2016

8. Retirement plan contributions and housing allowance

   By Tinman, March 2, 2016
   • 0 replies
   • 870 views
   • 
   • Tinman
   • March 2, 2016

9. Eligibility for employer contribution

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

10. questions about maximizing 403b deferrals

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

11. FSA or HRA

    By artp, January 31, 2015
    • 12 replies
    • 1,443 views
    • 
    • ralphmabry
    • September 29, 2015

12. 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
    • 976 views
    • 
    • DCDude
    • August 24, 2015

13. Timely deposits?

    By Zorro1k, August 6, 2015   

    • late
    • timely
    • (and 1 more)

      Tagged with:

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

14. ACP Testing: 403b vs. 401k

    By Craig Garner, March 4, 2015
    • 2 replies
    • 2,692 views
    • 
    • Craig Garner
    • March 11, 2015

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

    By 403(b)(9), February 12, 2015
    • 2 replies
    • 1,564 views
    • 
    • 403(b)(9)
    • February 13, 2015

16. Does a non-electing Church Plan need to provide SPDs?

    By katieinny, January 22, 2015   

    • Or SMMs?
    • 3 replies
    • 1,059 views
    • 
    • katieinny
    • January 23, 2015

17. Church plans and DOMA

    By katieinny, December 17, 2014   

    • Compliance not required?
    • 7 replies
    • 1,545 views
    • 
    • mbozek
    • December 29, 2014

18. Equivalent of Stock Sale in Church Plan?

    By dmb, November 10, 2014
    • 5 replies
    • 1,096 views
    • 
    • ESOP Guy
    • November 13, 2014

19. May a non-electing church plan raise normal retirement age?

    By Trekker, July 1, 2013
    • 2 replies
    • 1,958 views
    • 
    • david rigby
    • July 31, 2014

20. Not a Church Plan. Now what?

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

21. Church-controlled tax exempt organziation

    By LIBERTYKID, June 27, 2014
    • 1 reply
    • 1,183 views
    • 
    • david rigby
    • June 27, 2014

22. Service based Match in 403b Church plan

    By dmb, April 29, 2014
    • 0 replies
    • 1,129 views
    • 
    • dmb
    • April 29, 2014

23. Sponsoring multiple "church" plans

    By Guest jphotz, February 5, 2014   

    • 410(d)
    • 1 reply
    • 1,356 views
    • 
    • jpod
    • February 5, 2014

24. Self-Employed Clergy

    By oldman, December 3, 2013
    • 2 replies
    • 2,794 views
    • 
    • 403(b)(9)
    • December 7, 2013

25. SEP IRA for Church

    By R. Butler, September 25, 2013
    • 1 reply
    • 3,286 views
    • 
    • ETA Consulting LLC
    • September 25, 2013