Pensions

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Clergy Pension Publications

  Title What is This For? Pgs
2016 Tax Guide for Episcopal Ministers (for 2015 Tax Returns) Guide for filing personal taxes for clergy

77

2015 Clergy Tax Guide (for 2014 Tax Returns) Guide for filing personal taxes.

63

N/A Checklist for Clergy To help you prepare for retirement

1

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

Highlights: Defined Contribution Plan Defined Contribution Plan Highlights

3

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 2016 Federal Reporting Requirements for Episcopal Churches 2016 Federal Reporting Guide for Administrators

45

2016 Tax Guide for Episcopal Ministers (for 2015 Tax Returns) Guide for filing personal taxes for clergy

77

2015 Clergy Tax Guide (for 2014 Tax Returns) Guide for filing personal taxes.

63

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

2

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