Jump to content

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


Recommended Posts

 A Non-Electing Church sponsors a Money Purchase plan which needs to be restated for Cycle 3.  We understand that there is a newly allowed type of pre-approved plan for this situation under IRS procedures but our current document provider is not offering one.  I found some notes published by ASC on such a document but have not located anything else.  Does anyone know of a document provider with a pre-approved plan document (exempt from the requirements of Title I) for a Money Purchase plan sponsored by a Non-Electing Church?  Thank you!

Patricia Neal Jensen

patricia.jensen@futureplan.com

 

Patricia Neal Jensen

Vice President and Nonprofit Practice Leader

| QBI, an Ascensus company

21031 Ventura Blvd., 12th Floor

Woodland Hills, CA 91364

E patricia.jensen@QBILLC.com

P 818-449-6096

Link to comment
Share on other sites

Hi Patricia -

ASC offers a pre-approved Non-Electing Church Money Purchase Pension Plan – Nonstandardized plan type.  

I'll send you some info. 

 

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...