Guides & Resources
You told us that you wanted help with the processes and procedures around new hires, terminations, and changes in an employee’s compensation and personal status. To that end, these guides and checklists will help you complete this work as quickly and accurately as possible.
General information to use with our Employment Event checklists, and communicate with the individual at the end of their employment.
Sample pension assessment, medical trust, and church insurance bills with explanations make it easier for you to review your bills and understand the charges. Also find remittance payment addresses.
The steps to terminate an employee’s (clergy or lay) benefits after the end of employment due to termination by the employer or resignation.
The steps to make changes to an employee's benefits when the clergyperson or lay employee marries (applicable for different-sex or same-sex legal marriages).
The steps to make changes to an employee's (clergy or lay) benefits when the clergyperson or lay employee ends a marriage or domestic partnership.
The steps to make changes to an employee's (clergy or lay) benefits when the clergyperson or lay employee registers a domestic partnership.
Understand the financial and healthcare benefits available to support plan participants and assist with their goals for a comfortable retirement.