Church Plans

290 topics in this forum

1. Self-Employed Clergy

   By oldman, December 3, 2013
   • 2 replies
   • 3.2k views
   • 
   • 403(b)(9)
   • December 7, 2013

2. DOL Church Plan Ruling Problem

   By Guest BKH, October 27, 2004
   • 3 replies
   • 3.2k views
   • 
   • SoCalActuary
   • October 27, 2004

3. ERISA Coverage

   By Guest rkanar, February 22, 2001
   • 7 replies
   • 3.2k views
   • 
   • Guest
   • February 26, 2001

4. Lutheran church trying to set up 403b

   By Guest statcat, August 31, 2011
   • 2 replies
   • 3.2k views
   • 
   • Guest
   • August 31, 2011

5. 415 limits/housing allowances

   By Guest ksumner, September 8, 1999
   • 1 reply
   • 3.2k views
   • 
   • Guest
   • September 8, 1999

6. ACP Testing For Church 403(b)

   By Guest wolfman, March 4, 2002
   • 4 replies
   • 3.1k views
   • 
   • Guest
   • March 7, 2002

7. FSA or HRA

   By artp, January 31, 2015
   • 12 replies
   • 3.1k views
   • 
   • ralphmabry
   • September 29, 2015

8. electing versus non-electing church plans

   By wvbeachgirl, September 12, 2007
   • 2 replies
   • 3.1k views
   • 
   • Guest
   • October 16, 2007

9. Nonchurch entity becomes participant in church plan, merges funds into the church plan's trust fund; what effect?

   By Guest cosmo01, September 8, 2003
   • 1 reply
   • 3.1k views
   • 
   • MGB
   • November 18, 2003

10. Church Plan NIP

    By Guest Patrick Foley, January 8, 2007
    • 2 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 22, 2007

11. Do matching ER contributions in a 403(b)(9) result in the plan being subject to ERISA?

    By Guest Geezer, February 16, 2012
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • February 16, 2012

12. Housing allowance & 414(s) comp

    By dcoderre, July 15, 2009
    • 2 replies
    • 3k views
    • 
    • Guest
    • August 27, 2012

13. Parsonage Allowance and Hospital Chaplain

    By Christine Roberts, October 26, 2005
    • 0 replies
    • 3k views
    • 
    • Christine Roberts
    • October 26, 2005

14. Church Plan and Form 5500

    By cpc0506, August 24, 2010
    • 2 replies
    • 3k views
    • 
    • Guest
    • September 27, 2010

15. non-electing church plan

    By k man, July 15, 2002
    • 2 replies
    • 3k views
    • 
    • k man
    • July 15, 2002

16. Automatic Rollovers

    By Guest Patrick Foley, January 25, 2005
    • 5 replies
    • 3k views
    • 
    • Kirk Maldonado
    • January 29, 2005

17. Church 403(b) & 457 plans

    By Guest lwhittle, November 26, 2002
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • December 3, 2002

18. 401(k) plan document

    By LIBERTYKID, November 19, 2008
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • February 18, 2009

19. Church 403(b) vs. church 401(k)

    By Guest pinsall, June 16, 2000
    • 4 replies
    • 2.9k views
    • 
    • IRC401
    • June 20, 2000

20. Distributions from plan as clergy "housing expense"

    By Guest mgmurphy, May 17, 2004
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • May 17, 2004

21. Anti-alienation

    By BTG, April 25, 2011
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • January 4, 2012

22. Housing allowance and IRA rollover

    By Guest skim3011, October 29, 2003
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • October 29, 2003

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

    By 403(b)(9), February 12, 2015
    • 2 replies
    • 2.9k views
    • 
    • 403(b)(9)
    • February 13, 2015

24. Merger 403(b) and 401(k) plans

    By Guest Darcy L. Hitesman, October 16, 2001
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • October 31, 2001

25. Church plan PLR moratorium?

    By Guest Ohio, December 20, 2007
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • December 20, 2007