Should Church Plans Purchase Fiduciary Liability Insurance?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: church retirement plans
Appellate Court Says Mercy Health’s Pension Plan Is a Church Plan
However, the case was sent back to a federal district court to determine whether ERISA’s church-plan exemption violates the Establishment...
Ask the Experts – Clergy Distributions That Can Be Treated as Housing Allowance
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Ask the Experts – Controlled Group Rules for Churches
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Former Hospital Employees Sue Archdiocese Over Pension Plan
The case is similar to other cases that have been filed on the federal level challenging a pension’s “church plan”...
(b)lines Ask the Experts – Vesting Rules for Governmental and Church Plans
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Can a Church Terminate a SIMPLE IRA and Establish a 403(b) in...
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Churches Seek Clarification for Which Entities Can Adopt Pre-Approved Plans
An informal position taken by the IRS is indicated by it excluding mention of non-qualified church-controlled organizations (non-QCCOs) from the...
Archdiocese of San Juan Files for Bankruptcy After Pension Plan Judgement
Earlier this year, a judge ordered the archdiocese to pay $4.7 million to both retired and active teachers, but the...
R.I. Treasurer to Propose Financial Transparency Legislation for Church Pension Plans
General Treasurer Seth Magaziner announced that he will seek legislation in the 2019 General Assembly session that would require pension...
Wisconsin-Based Diocese Closes Pension Plan
The plan was frozen in 2007 and replaced with a 403(b) plan.
Church Plan Lawsuits Could Reverse 30 Years of Precedent
March 7, 2014 (PLANSPONSOR.com) - Recent court cases are not the first efforts to try to protect retirement assets for...
U.S. Intervenes in Church Plan Lawsuits
November 26, 2013 (PLANSPONSOR.com) – Currently there are five lawsuits questioning the appropriateness of “church plan” status for retirement plans...