Pensions

To request a copy by mail, check the box next to the title and click 

Clergy Pension Publications

  Title What is This For? Pgs
A Guide to Clergy Benefits Effective January 1, 2018 - Guide to Clergy Benefits under the Clergy Pension Plan

50
A Guide to Clergy Benefits (Espanol) Effective January 1, 2018 - Guide to Clergy Benefits under the Clergy Pension Plan (Espanol)

51
2019 Clergy Tax Return Preparation Guide (for 2018 Tax Returns) Guide for filing personal taxes for clergy

74
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.

2

Back to Top

 

To request a copy by mail, check the box next to the title and click 

Lay Pensions

Title What is This For? Pgs
Existing 403(b) Options Options for employers with existing 403(b) plans

1

Back to Top

Lay Defined Contribution Plan

  Title What is This For? Pgs
RSVP & Lay DC Plan Employee Guide Your guide to getting started investing

36
Employers' Guide: Retirement Savings Plan (RSVP) & Lay DC Plan RSVP & Lay DC Plan description and applications

16
Fund Performance: Defined Contribution Plan Quarterly investment returns

4
N/A Stable Value Option Fact Sheet Fund description

2

Back to Top

 

To request a copy by mail, check the box next to the title and click 

Lay Defined Benefit Plan

  Title What is This For? Pgs
A Guide to the Lay Defined Benefit Plan Effective January 1, 2018 - A Guide to the Lay Defined Benefit Plan

27

Back to Top

To request a copy by mail, check the box next to the title and click 

Tax Guidelines for Clergy & Churches

  Title What is This For? Pgs
2019 Federal Reporting Requirements for Episcopal Churches Guide for filing clergy and lay employee wages with the IRS

47
2019 Clergy Tax Return Preparation Guide (for 2018 Tax Returns) Guide for filing personal taxes for clergy

74
N/A State Tax Withholding on Benefit Payments 2016 Details about withholding state taxes from pension benefit payments

2

Back to Top

 

* Our online documents are available for immediate download and viewing using Adobe's FREE Acrobat Reader.