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Pensions

 

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Taxes 
Title PDF Mail What is this for? # of Pages
2008 Federal Reporting Requirements for Episcopal Churches 2008 Federal Reporting Requirements for Episcopal Churches Guidelines on withholding and reporting employee income and Social Security taxes  12 
2008 Tax Guide for Episcopal Ministers & Churches 2008 Tax Guide for Episcopal Ministers & Churches Guidelines for preparing clergy taxes  57 
State Tax Withholding on Benefit Payments State Tax Withholding on Benefit Payments Letter with details about withholding state taxes from pension benefit payments 


Clergy 
Title PDF Mail What is this for? # of Pages
A Guide to Your Benefits Now and in the Future A Guide to Your Benefits Now and in the Future Overview of clergy pension benefits and rules  19 
What Every Pension Administrator Should Know What Every Pension Administrator Should Know Keeping your clergy's participation in the pension fund active and up-to-date 


Lay Employees 
Title PDF Mail What is this for? # of Pages
Compare Lay Pension Plans Compare Lay Pension Plans Highlights of Defined Benefit and Defined Contribution plans 
Defined Benefit Retirement Plan: Employer's FAQs Defined Benefit Retirement Plan: Employer's FAQs Questions employers ask about the DB plan 
Defined Benefit Retirement Plan: Summary Plan Description Defined Benefit Retirement Plan: Summary Plan Description Plan features, rules and options  20 
Defined Contribution Retirement Plan: Account Access Guide Defined Contribution Retirement Plan: Account Access Guide Directions for accessing your Fidelity account 
Defined Contribution Retirement Plan: Employee's FAQs Defined Contribution Retirement Plan: Employee's FAQs Questions employees ask about the DC plan 
Defined Contribution Retirement Plan: Employer's FAQs Defined Contribution Retirement Plan: Employer's FAQs Questions employers ask about the DC plan 
Defined Contribution Retirement Plan: Fund Performance Defined Contribution Retirement Plan: Fund Performance Quarterly investment returns 
Employees' Guide: Defined Contribution Retirement Plan Employees' Guide: Defined Contribution Retirement Plan Details about the plan  16 
Making Your Investment Decisions Making Your Investment Decisions A guide to investing with mutual funds 
Reviewing Your Investment Options Reviewing Your Investment Options Fund descriptions and suggestions for evaluating your options  12 


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