Church Plans

289 topics in this forum

1. 403b7/distributions as housing allowance at retirement

   By Guest statcat, September 13, 2011
   • 3 replies
   • 3.9k views
   • 
   • Guest
   • December 20, 2011

2. 410(d) Election

   By Fisher, March 11, 2009
   • 7 replies
   • 4.5k views
   • 
   • jpod
   • March 12, 2009

3. 414(e) Religious Sponsored Plans

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

4. 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

5. 415 limits/housing allowances

   By Guest ksumner, September 8, 1999
   • 1 reply
   • 3.1k views
   • 
   • Guest
   • September 8, 1999

6. 5500s and change to church plan status

   By Guest MichiganGirl, April 23, 2010
   • 3 replies
   • 2.2k views
   • 
   • TLGeer
   • April 23, 2010

7. 90-24 Transfers

   By Guest TWard, October 10, 2007
   • 0 replies
   • 2.7k views
   • 
   • Guest
   • October 10, 2007

8. A sticky wicket: church plans and domestic partners in California

   By Guest erisafried, March 5, 2005
   • 12 replies
   • 4.2k views
   • 
   • Don Levit
   • March 10, 2005

9. ACP Testing For Church 403(b)

   By Guest wolfman, March 4, 2002
   • 4 replies
   • 2.8k views
   • 
   • Guest
   • March 7, 2002

10. ACP Testing: 403b vs. 401k

    By Craig Garner, March 4, 2015
    • 2 replies
    • 3.5k views
    • 
    • Craig Garner
    • March 11, 2015

11. Adea

    By Guest meggie, May 17, 2002
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • May 18, 2002

12. Amending a church plan to reduce an accrued benefit

    By Guest jvanheyde, June 25, 2009
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • June 25, 2009

13. Annuity and RMD

    By Guest paixgal, September 12, 2010
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • September 13, 2010

14. Anti-alienation

    By BTG, April 25, 2011
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • January 4, 2012

15. Any advantages to using a grantor trust or welfare benefit fund rather

    By Guest kredlin, February 5, 2003
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 10, 2003

16. Any GUST/EGTRRA remedial amendment period for non-electing church plans?

    By Guest APierce, August 26, 2003
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • August 26, 2003

17. Applicability of 410(d) Election

    By Guest krijowri, August 14, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 1, 2008

18. Approved Vendors for New 403(b)

    By Guest usmcretd, January 31, 2013   

    • 403(b) vendor ISA
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • February 1, 2013

19. Are 403(b)(9) distributions treated as "Housing Allowance" s

    By Guest bhmarker, November 15, 2000
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • November 21, 2002

20. Are 584 Trust Funds allowed as investment options in a Church 403 (b)

    By Guest D Deluccia, May 20, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 20, 2002

21. Are Church 401(k) Plans subject to 401(k) and (m) testing

    By CharlesLeggette, February 27, 2013   

    • church plan 401(k)
    • discrimination testing
    • 11 replies
    • 8.3k views
    • 
    • BG5150
    • March 1, 2013

22. Are church plans subject to limits on plan expenses?

    By Guest jdw, June 11, 2004
    • 2 replies
    • 2.6k views
    • 
    • mbozek
    • June 15, 2004

23. Are there any advantages to using a grantor trust rather than a VEBA f

    By Guest Don Jones, November 6, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 6, 2000

24. ASSETS OF QUALIFIED PLAN

    By LIBERTYKID, November 18, 2008
    • 0 replies
    • 1.5k views
    • 
    • LIBERTYKID
    • November 18, 2008

25. Association as Trustee

    By Guest Geezer, December 23, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 23, 2011