Church Plans

284 topics in this forum

1. PLR on Proposed Plan?

   By kmhaab, April 10
   • 2 replies
   • 452 views
   • 
   • Dave Baker
   • April 16

2. Church plan excluding bonus from compensation

   By dmb, January 31
   • 1 reply
   • 924 views
   • 
   • dmb
   • January 31

3. Terminating employer in multiple employer 403(b)(9)

   By KaJay, June 10, 2019
   • 6 replies
   • 1,979 views
   • 
   • QP_Guy
   • June 12, 2019

4. Church Plan - Is this allowable

   By Santo Gold, November 20, 2018
   • 6 replies
   • 1,229 views
   • 
   • Santo Gold
   • November 27, 2018

5. 1099 Employee's Eligibility

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

6. 403(b)(7) vs. 403(b)(9)

   By 401(k)athryn, September 27, 2017
   • 4 replies
   • 2,556 views
   • 
   • Patricia Neal Jensen
   • September 25, 2018

7. Church Plan Increase in NRA

   By jim241, July 6, 2018   

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

     Tagged with:

     • church plan
     • protected benefits
     • normal retirement age
     • 411(d)(6)
     • anti-cutback
   • 9 replies
   • 787 views
   • 
   • Luke Bailey
   • July 10, 2018

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

   By Patricia Neal Jensen, June 18, 2018   

   • qcco
   • 401(c)
   • 5 replies
   • 505 views
   • 
   • PensionPro
   • June 19, 2018

9. (2) 403(b) providers for a church plan

   By Barbara Hanis, May 11, 2018
   • 3 replies
   • 480 views
   • 
   • Patricia Neal Jensen
   • May 15, 2018

10. Church plans and employer contributions

    By Barbara Hanis, April 23, 2018
    • 7 replies
    • 735 views
    • 
    • Patricia Neal Jensen
    • April 26, 2018

11. Churches and 457

    By Guest Patrick Foley, December 22, 2004
    • 7 replies
    • 3,378 views
    • 
    • ERISAAPPLE
    • April 20, 2018

12. Church plan and definition of Spouse

    By 30Rock, April 12, 2018
    • 11 replies
    • 746 views
    • 
    • 30Rock
    • April 16, 2018

13. Clergy Housing Allowance - Contributions and HCE determination

    By stephen, February 16, 2018
    • 4 replies
    • 929 views
    • 
    • stephen
    • February 23, 2018

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

    By ron39, October 15, 2017
    • 1 reply
    • 1,485 views
    • 
    • Patricia Neal Jensen
    • October 18, 2017

15. 414(e) Religious Sponsored Plans

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

16. Many Questions regarding church plans

    By abanky, May 8, 2007
    • 14 replies
    • 12,481 views
    • 
    • Peter Gulia
    • May 23, 2017

17. Can a church sponsor two separate plans?

    By 401(k)athryn, April 13, 2017   

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

18. 403(b) Distribution Treated as Housing Allowance

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

19. Implementing a lump sum window for a church plan

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

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

    By JustMe, November 9, 2016
    • 0 replies
    • 1,050 views
    • 
    • JustMe
    • November 9, 2016

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

    By leighl, August 5, 2016
    • 2 replies
    • 1,493 views
    • 
    • david rigby
    • August 5, 2016

22. Church Plan Clarification Act - Are Regs Expected?

    By AMDG, January 8, 2016   

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

23. Retirement plan contributions and housing allowance

    By Tinman, March 2, 2016
    • 0 replies
    • 1,180 views
    • 
    • Tinman
    • March 2, 2016

24. Eligibility for employer contribution

    By GrammieMame, October 23, 2015
    • 2 replies
    • 1,111 views
    • 
    • GBurns
    • October 25, 2015

25. questions about maximizing 403b deferrals

    By nottheonlydreamer, September 25, 2015
    • 11 replies
    • 1,306 views
    • 
    • GBurns
    • October 2, 2015