Can a Church Merge its 401(a) and 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: church plans
Parties in Church Plan Lawsuit Finally Get Preliminary Approval of Settlement
A judge found the interests of a subclass of terminated, vested participants were adequately protected in a newly proposed settlement.
Self Employed Ministers’ 403(b) Contributions’ Effect on Compensation
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Parties Reach Settlement Over Funding of St. Joseph Health Services Pension Plan
The lawsuit alleged that after the plan no longer qualified as a ‘church plan,’ it failed to be funded according...
Sizable Settlement Reached in OSF Health ‘Church Plan’ Lawsuit
In the settlement agreement, OSF Health admits no wrongdoing, but the hospital system agrees to pay a sum of $25...
Parties in Dignity Health Lawsuit Still Have Work to Do on Settlement
A federal judge said he cannot find that the interests of one subgroup of class members in the case have...
Transamerica Dismissed From the Singing River Health System DB Plan Saga
A federal judge said the special fiduciary appointed to oversee the plan has sole authority to file lawsuits on behalf...
High Court Rules Seizure of Property From Puerto Rico Catholic Churches Was Wrong
Not addressing the question of whether the Puerto Rico Supreme Court violated the First Amendment, the U.S. Supreme Court found...
Judge Tosses Church Plan Lawsuit Against Adventist Health System
Basically, the plaintiff never alleged an injury from the DB plan operating as exempt from ERISA requirements.
IRS Cites Additional Supreme Court Guidance in Granting Church Plan Status
The agency’s response to an entity requesting church plan status for its retirement plan offers its interpretation of relevant Internal...
Effect of Churches Accidentally Filing Form 5500
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Judge Denies Dismissal of Suit Against Archdiocese Over Pension Plan
Unlike ERISA lawsuits that are argued in federal courts, this case is playing out in state court.
PBGC to Assume Responsibility of Health System’s Retirement Plans
This protection by the PBGC is one reason for a string of lawsuits that challenge other nonprofit healthcare systems’ retirement...
Court Remands Case Over OSF Healthcare’s Church Plan Status
The 7th Circuit found a district court was hasty in granting summary judgment to the health care system before all...
Rhode Island Moves Closer to Church Pension Transparency
Both chambers of the State Assembly have passed legislation that would require religious organizations that manage pension plans to send...
Archdiocese of San Juan Asks Supreme Court to Weigh In on Pension Plan Judgement
The Archdiocese says since it was ordered to pay $4.7 million to teachers whose pension plan was terminated, officials have...
Parties in Dignity Health Church Plan Lawsuit Announce Agreement to Settle
The case made it to the Supreme Court, which ruled plans maintained by principal-purpose organizations can qualify as “church plans;”...
(b)lines Ask the Experts – Auto-Enrollment in Church Plans Where States Require Consent
“We are a church 403(b) plan sponsor, whose headquarters is in a state that requires consent of the employee prior...
Dignity Health ‘Church Plan’ Litigation Defeats Dismissal Motions
The case already made it once to the Supreme Court which helped to clarify what it means to be a...
Church Plan Operating Under Rules of ERISA Has Not Elected to Be an ERISA Plan
Since the Supreme Court decision about the definition of church plan under the Employee Retirement Income Security Act, the Internal...