Defined Contribution Plan
For lay employees in The Episcopal Church
We have received calls from individuals inquiring about the investment holdings in the Lay Employees' Defined Contribution Plan. The underlying investments of any mutual fund change on a regular basis. For the most current information about particular holdings of a mutual fund, please contact the Fidelity Customer Service line at (877) 208-0092.
Your pension plan
Access my account >If you participate in the Defined Contribution pension plan, your employer makes contributions based on a percentage of your salary. Your employer may also choose to match a percentage of your contributions. You may contribute as well.
You have choices about how much and where your pension funds are invested. The plan includes:
- Ability to transfer assets and change allocation of future contributions online or by phone
- Access to account balances 24/7
- Daily valuation
- Loan feature
Join the plan
- Enrollment forms and publications for administrators and lay employees
- All forms and publications
Retiring or leaving your job?
You may maintain, roll over, withdraw, or receive funds from your retirement savings. Download details about your options if you are:
Retiring 
Leaving your job
Most popular downloads
| DEFINED CONTRIBUTION PLAN | View |
|---|---|
| Participant Change Form (DC plan) |  |
| Employee Application | |
| Employer's Guide & Applications | |
| New 403(b) Regulations: Frequently Asked Questions | |
Your savings are safe
with the Stable Value Option fund...
...Now available with the Defined Contribution pension plan.
The Church Pension Fund Stable Value Option was built for times like these. This group annuity fund protects your hard earned money and provides a consistent rate of growth.
The Stable Value Option fund:
- guarantees principal, so that you will never lose money, and
- offers a current interest rate of 4% and guarantees* a minimum rate of 1.5%.
View all your investment options
*Guarantees are subject to the claims-paying ability of Church Life Insurance Corporation. Surrender charges and income taxes may be due upon withdrawal of funds.
Questions?
To find out if your employer offers the Defined Contribution plan or to enroll, email us or call
(866) 802-6333, 8:45 a.m. to 7 p.m. Monday - Friday (Eastern).
*Our online documents are available for immediate download and viewing using Adobe's FREE Acrobat Reader.