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Plan Documentat requirement for non-electing church organization with

Guest TRUST53

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Guest TRUST53

Does a non-electing church employer, such as a Catholic Archdiocese, need a qualified plan document if they have a matching provision for some of their employees?


Is it sufficient to prepare a "Statement of plan operating provisions" that also states which employee groups are eligible for the match since the church plans are not subject to ERISA?

This particular Archdiocese has a 403(B) custodial program allowing deferrals only for the schools and parishes, while it also has a 403(B) that has a match component for two high schools and the main administrative offices.

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