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Pensions Overview

Pensions

Revisions to Clergy Pension Plan and Related Products

The Church Pension Fund has announced revisions to the Clergy Pension Plan and related benefits. These revisions will maintain the overall value of the benefits provided today and will offer greater flexibility, consistency, and simplicity.

For more information, click here.

 

Your Taxes

Tax laws affecting clergy are complex. Our guide can help answer many of your questions regarding federal income tax, including:

  • Who qualifies as a minister for federal income tax purposes?
  • How much income must I earn before being required to file
    a return?
  • Can I use the simpler Forms 1040-A or 1040-EZ rather than the standard 1040 Form?

Download our 2017 Tax Guide for Episcopal Ministers (for 2016 Tax Returns).

 

What Are My Benefits?

Your pension plan provides much more than a monthly benefit. While you are an active cleric, you can count on:

...along with conferences to help you plan your future. Review your pension benefits.

Investment Options

Learn more about the different types of investments in the RSVP plan lineup.

  • Updates on new investment options
  • Stock funds, bonds, short-term investments, and lifecycle funds
  • Access your Fidelity account

For more information see Investment Options.

 

Will You Have Enough?

How much will your monthly retirement benefit be? Will you have enough to cover your monthly bills? Start planning your financial future using the tools and resources we offer to make sure you are covered in retirement.

 

Retirement Benefits available for Same-Gender Spouses

As you know, if you are legally married to a same-gender spouse, your spouse is eligible for full spousal benefits if you earn at least three years of credited service while married.

Acknowledging that same-gender marriage was only recently recognized nationally, and also in response to General Convention Resolution 2015-D047, we are relaxing the requirements for same-gender spouses to qualify for benefits until December 31, 2017.

For more information, see Survivors' Benefits.