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The Bulletin: Guide to church retirement plans - Issue 4

ByMary Leong
6 January 2022

The Bulletin covers issues related to the long-term success of church retirement plans and compliance considerations. This chapter explores what it means to have church plan status and how minimum standards may play a part in establishing a balance of the core principles of benefit adequacy, benefit equity, and benefit security. In this bulletin, we discuss: 

  • What does having church plan status mean? 
  • How is a “church plan” different from corporate pension plans?
  • Should a church plan consider minimum requirements under ERISA?
  • What does this mean for church plans?

About the Author(s)

Mary Leong

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