Church Plans

289 topics in this forum

1. Use of Qualified 401(a) Non-Electing Church Plan Assets to Indemnify Church Employees/Directors

   By Kate Belyayeva, February 10
   • 1 reply
   • 429 views
   • 
   • Peter Gulia
   • February 10

2. Plan Document (Cycle 3) for Money Purchase Plan sponsored by Non-Electing Church

   By Patricia Neal Jensen, May 3, 2022
   • 1 reply
   • 921 views
   • 
   • mbvs
   • May 4, 2022

3. Can a church sponsor two separate plans?

   By 401(k)athryn, April 13, 2017   

   • church
   • 1 reply
   • 907 views
   • 
   • CML526
   • March 23, 2022

4. Church Plan - Is this allowable

   By Santo Gold, November 20, 2018
   • 7 replies
   • 2.5k views
   • 
   • Suzanne85
   • July 9, 2021

5. Spousal Consent

   By oldman, May 8, 2013
   • 4 replies
   • 2.1k views
   • 
   • Suzanne85
   • July 9, 2021

6. 415 limit in a church plan - special election

   By 401(k)athryn, September 1, 2020
   • 3 replies
   • 1.4k views
   • 
   • Peter Gulia
   • October 1, 2020

7. PLR on Proposed Plan?

   By kmhaab, April 10, 2020
   • 3 replies
   • 837 views
   • 
   • kmhaab
   • August 26, 2020

8. 1099R Reporting for Housing Allowance

   By JOH, June 26, 2020
   • 1 reply
   • 530 views
   • 
   • Peter Gulia
   • June 27, 2020

9. Housing Allowance and 1099R Reporting

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

10. Church plan excluding bonus from compensation

    By dmb, January 31, 2020
    • 1 reply
    • 1.1k views
    • 
    • dmb
    • January 31, 2020

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

    By KaJay, June 10, 2019
    • 6 replies
    • 2.3k views
    • 
    • QP_Guy
    • June 12, 2019

12. 1099 Employee's Eligibility

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

13. 403(b)(7) vs. 403(b)(9)

    By 401(k)athryn, September 27, 2017
    • 4 replies
    • 5.1k views
    • 
    • Patricia Neal Jensen
    • September 25, 2018

14. 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
    • 1.2k views
    • 
    • Luke Bailey
    • July 10, 2018

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

    By Patricia Neal Jensen, June 18, 2018   

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

16. (2) 403(b) providers for a church plan

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

17. Church plans and employer contributions

    By Barbara Hanis, April 23, 2018
    • 7 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • April 26, 2018

18. Churches and 457

    By Guest Patrick Foley, December 22, 2004
    • 7 replies
    • 4.3k views
    • 
    • ERISAAPPLE
    • April 20, 2018

19. Church plan and definition of Spouse

    By 30Rock, April 12, 2018
    • 11 replies
    • 1.1k views
    • 
    • 30Rock
    • April 16, 2018

20. Clergy Housing Allowance - Contributions and HCE determination

    By stephen, February 16, 2018
    • 4 replies
    • 1.7k views
    • 
    • stephen
    • February 23, 2018

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

    By ron39, October 15, 2017
    • 1 reply
    • 2.2k views
    • 
    • Patricia Neal Jensen
    • October 18, 2017

22. 414(e) Religious Sponsored Plans

    By oldman63, May 31, 2017
    • 0 replies
    • 1.3k views
    • 
    • oldman63
    • May 31, 2017

23. Many Questions regarding church plans

    By abanky, May 8, 2007
    • 14 replies
    • 13.1k views
    • 
    • Peter Gulia
    • May 23, 2017

24. 403(b) Distribution Treated as Housing Allowance

    By DTH, February 2, 2017
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • February 8, 2017

25. Implementing a lump sum window for a church plan

    By Effen, February 2, 2017
    • 4 replies
    • 1.1k views
    • 
    • My 2 cents
    • February 6, 2017