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WSJ on church plan


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The Wall Street Journal has an article on conversions to church plan status, and an IRS project requiring some form of participant notice on conversion. Interesting read.


Tom Geer

Thomas L. Geer, J.D., LL.M.

Benefit Plan Solutions

Blog: http://401k-403b-457-plansblog.blogspot.com/

Email: geertom@gmail.com

Phone & Fax: (888) 315-6720

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  • 3 weeks later...

Authored by Ellen Schultz. Now there's a surprise.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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  • 3 months later...

Has anyone heard anything more about this impending guidance?

Also, my impression has been that the notice requirement is geared more toward plans converting to church plan status, as opposed to existing church plans. Is that consistent with others' understanding?

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