Pensions

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Clergy Pension Publications

  Title What is This For? Pgs
2017 Tax Guide for Episcopal Ministers (for 2016 Tax Returns) Guide for filing personal taxes for clergy

76
N/A Pre-Retirement Checklist for Clergy To help you prepare for retirement

1
N/A Retirement Documentation Checklist To help make sure you know how to send all the documents necessary to process your retirement.

2
Guide to Benefits Under the Clergy Pension Plan Clergy: Overview of clergy pension benefits and rules

48
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

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Lay Pensions

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

1

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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 Fund description

2
Your Account in Transition If you are leaving your job: options for your RSVP or Lay Defined Contribution account

3
Your Retirement Account in Transition If you are retiring: Options for your RSVP or Defined Contribution Pension account

4

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Lay Defined Benefit Plan

  Title What is This For? Pgs
Guide to Benefits: Lay Defined Benefit Plan Guide to Lay Defined Benefit Plan

31

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Tax Guidelines for Clergy & Churches

  Title What is This For? Pgs
N/A 2017 Federal Reporting Requirements for Episcopal Churches Guide for filing clergy and lay employee wages with the IRS

45
2017 Tax Guide for Episcopal Ministers (for 2016 Tax Returns) Guide for filing personal taxes for clergy

76
N/A State Tax Withholding on Benefit Payments 2016 Details about withholding state taxes from pension benefit payments

2

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