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June 18, 2018

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Patricia Neal Jensen created a topic in Church Plans

Non-Electing QCCO Needs Pre-approved 401(k) Document

A Non-Electing QCCO (prospective client) needs a pre-approved 401(k) (not 403(b)) plan document. So far I have not found one. This is an existing plan using a 401(k) document and doing testing but not filing a 5500. Their vendor holding the assets wants them on a document with an IRS Letter. [1] Anyone know of a Non-ERISA (Non-Electing) Church or QCCO document for 401(k) with an IRS Letter? [2] Suggestions on what to do instead? Have thought of freezing the 401(k) and starting a Non-Electing 403(b) for which I have a pre-approved document. Cannot merge the 2 documents but the 401(k) does not file 5500's so might be the best we can do?
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