Employee Resources
Resources For Your Employees—Understanding the Clergy Housing Allowance
As we near the end of the year, clergy and their employers should be reviewing the clergy house allowance resolution required for 2023. Make sure you understand how the housing allowance number is calculated and its impact on clergy taxes.
Take this short and informative course and plan to join us for live webinars on November 29, 2022. Watch your email for registration information.
Understanding Your benefits learning module for lay employees
The Church Pension Fund and its affiliates (collectively, the “Church Pension Group”) provides health and retirement benefits for clergy and lay employees of the Episcopal Church. These financial and healthcare benefits are available to support plan participants and assist with their goals for a comfortable retirement.
Clergy Pension Plan learning module
A good understanding of The Church Pension Fund Clergy Pension Plan and related plans may help you make the right decisions today for your benefits in the future.
Retirement savings webinar workshops
Workshops from Fidelity help you identify and prioritize savings goals, understand social security, and maintain financial health.
Facing Dementia learning module
How does dementia impact your life? If you are caring for a loved one suffering from an age-related cognitive disease, you may feel the impact daily.
Request a financial discussion
As a cleric or lay employee of The Episcopal Church, you’re entitled to complimentary discussions with our financial education specialists.
5 years to retirement learning module
This multi-part course offers easy-to-understand information on finance and health for anyone planning to retire in five years or less.
Beneficiary Resources
Information for common questions and important tasks for the coming year following a loss.