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Retirement Savings

 

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All Individual Participants and Customers  
Title PDF Mail What is this for? Mailing Instructions
Participant Change Form:
For Lay Pension and RSVP Plans
Participant Change Form:<br/>For Lay Pension and RSVP Plans For lay employees: to change name, status, salary, and address on RSVP account and Lay Defined Contribution pension plan.  Pension Services
The Church Pension Group
445 Fifth Avenue
New York, NY 10016 


Retirement Savings Plan (RSVP) (403(b)  
Title PDF Mail What is this for? Mailing Instructions
Employer Adoption Agreement (RSVP) Employer Adoption Agreement (RSVP) Agreement form for employers to participate in RSVP plan   
Employers' Guide: Retirement Savings Plan (RSVP) Employers' Guide: Retirement Savings Plan (RSVP) Plan description and applications   
Employee Application: RSVP Employee Application: RSVP Application for membership in this 403(b) plan  The Church Pension Group
Attn: Pension Services
445 Fifth Avenue
New York, NY 10016 
Hardship Withdrawal Form Hardship Withdrawal Form To request a hardship withdrawal from your lay pension or RSVP account   
Loan Request Form Loan Request Form To request a loan from your RSVP or lay defined contribution pension plan   
New 403(b) Regulations for Employers: Frequently Asked Questions New 403(b) Regulations for Employers: Frequently Asked Questions Details about new IRS regulations for 403(b) plans   
Request for Information on Retirement Options on Annuities Request for Information on Retirement Options on Annuities To request detail and amounts payable under various annuities options  Claims & Distributions Department
445 Fifth Ave
New York, NY 10016
Or fax to:
(212) 779-3363 
Option Descriptions Option Descriptions Background for the request form above   
Sample Annual Notice Letter Sample Annual Notice Letter Sample annual letter for non-qualified organizations to send employees with RSVP and DC pension   


Retirement Savings Disclaimer

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