Church Plans

277 topics in this forum

1. (2) 403(b) providers for a church plan

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

2. Church plans and employer contributions

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

3. Churches and 457

   By Guest Patrick Foley, December 22, 2004
   • 7 replies
   • 2,887 views
   • 
   • ERISAAPPLE
   • April 20

4. Church plan and definition of Spouse

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

5. Clergy Housing Allowance - Contributions and HCE determination

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

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

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

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

   By 401(k)athryn, September 27, 2017
   • 3 replies
   • 434 views
   • 
   • Luke Bailey
   • October 3, 2017

8. 414(e) Religious Sponsored Plans

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

9. Many Questions regarding church plans

   By abanky, May 8, 2007
   • 14 replies
   • 11,597 views
   • 
   • Fiduciary Guidance Counsel
   • May 23, 2017

10. Can a church sponsor two separate plans?

    By 401(k)athryn, April 13, 2017   

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

11. 403(b) Distribution Treated as Housing Allowance

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

12. Implementing a lump sum window for a church plan

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

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

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

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

    By leighl, August 5, 2016
    • 2 replies
    • 1,039 views
    • 
    • david rigby
    • August 5, 2016

15. Church Plan Clarification Act - Are Regs Expected?

    By AMDG, January 8, 2016   

    • 403(b)(9)
    • church plan
    • 5 replies
    • 1,240 views
    • 
    • AMDG
    • August 3, 2016

16. Retirement plan contributions and housing allowance

    By Tinman, March 2, 2016
    • 0 replies
    • 1,007 views
    • 
    • Tinman
    • March 2, 2016

17. Eligibility for employer contribution

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

18. questions about maximizing 403b deferrals

    By nottheonlydreamer, September 25, 2015
    • 11 replies
    • 1,002 views
    • 
    • GBurns
    • October 2, 2015

19. FSA or HRA

    By artp, January 31, 2015
    • 12 replies
    • 1,798 views
    • 
    • ralphmabry
    • September 29, 2015

20. 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
    • 1,141 views
    • 
    • DCDude
    • August 24, 2015

21. Timely deposits?

    By Zorro1k, August 6, 2015   

    • late
    • timely
    • (and 1 more)

      Tagged with:

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

22. ACP Testing: 403b vs. 401k

    By Craig Garner, March 4, 2015
    • 2 replies
    • 2,936 views
    • 
    • Craig Garner
    • March 11, 2015

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

    By 403(b)(9), February 12, 2015
    • 2 replies
    • 1,839 views
    • 
    • 403(b)(9)
    • February 13, 2015

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

    By katieinny, January 22, 2015   

    • Or SMMs?
    • 3 replies
    • 1,193 views
    • 
    • katieinny
    • January 23, 2015

25. Church plans and DOMA

    By katieinny, December 17, 2014   

    • Compliance not required?
    • 7 replies
    • 1,687 views
    • 
    • mbozek
    • December 29, 2014