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Pensions

 

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Clergy Pensions 
Title PDF Mail What is this for? # of Pages
A Guide to Benefits Under the Clergy Pension Plan A Guide to Benefits Under the Clergy Pension Plan Clergy: Overview of clergy pension benefits and rules  38 
Reference for Pension Administrators: Clergy Pension Plan Reference for Pension Administrators: Clergy Pension Plan Keeping your clergy's participation in the pension fund active and up-to-date 
Checklist for Clergy Checklist for Clergy To help you prepare for retirement 
Retirement Benefits & Savings Options for Clergy - International Retirement Benefits & Savings Options for Clergy - International For U.S. citizens and U.S. resident aliens who have service inside and outside the U.S. 


Lay Pensions 
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 


Lay Defined Contribution Plan 
Title PDF Mail What is this for? # of Pages
Account Access Guide: DC Plan Account Access Guide: DC Plan Directions for accessing your Fidelity account 
Employee's FAQs: DC Plan Employee's FAQs: DC Plan Questions employees ask about the DC plan 
Fund Performance: DC Plan Fund Performance: DC Plan Quarterly investment returns 
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 
Your Account in Transition Your Account in Transition If you are leaving your job: options for your RSVP or Lay Defined Contribution account 
Your Retirement Account in Transition Your Retirement Account in Transition If you are retiring: Options for your RSVP or Defined Contribution Pension account 
Employer's FAQs: DC Plan Employer's FAQs: DC Plan Questions employers ask about the DC plan 


Lay Defined Benefit Plan 
Title PDF Mail What is this for? # of Pages
Guide to Benefits: Lay Defined Benefit Plan Guide to Benefits: Lay Defined Benefit Plan   27 
Reference for Administrators: Lay Defined Benefit Plan Reference for Administrators: Lay Defined Benefit Plan  


Tax Guidelines for Clergy & Churches 
Title PDF Mail What is this for? # of Pages
2010 Clergy Tax Guide 2010 Clergy Tax Guide for 2009 Taxes  60 
2010 Federal Reporting Requirements for Episcopal Churches 2010 Federal Reporting Requirements for Episcopal Churches For church administrators who must file 2010 clergy and lay employee wages with the IRS  32 
State Tax Withholding on Benefit Payments State Tax Withholding on Benefit Payments For clergy and lay participants in defined benefit plans, details about withholding state taxes from pension benefit payments 


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