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Model Church Plan Document


Guest APierce

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Guest APierce

Does anyone know of any sources (i.e., Corbel, McKay Hochman, Datair) for plan documents for a defined benefit, non-electing church plan. I will be restating a church plan and would like to see some model documents. Thanks.

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Guest Patrick Foley

Non-electing Church plans are excluded from the IRS's master and prorotype plan program (see Rev. Proc. 2000-20, section 8.03(14)), so the normal sources of model documents are unavailable. Individual plan sponsors may be the best source of sample documents.

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Guest STLGiant

to MBozek...

What is the deadline for Church Plans to effect a GUST and EGTRRA amendment? Would somebody use the 2/28/02 remedial amendment deadline, if Church's are exempt from the Master & Prototype program? Thanks in advance...

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