• Home

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
Coming Soon - 2016 Clergy Tax Guide (for 2015 Tax Returns) You can request that a copy be mailed to you once the 2016 Clergy Tax Guide (for 2015 Taxes) is available. The Guide will be available the week of February 22.

1

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

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

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

Back to Top

Lay Defined Benefit Plan

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

31

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
N/A 2016 Federal Reporting Requirements for Episcopal Churches 2016 Federal Reporting Guide for Administrators

45

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

Back to Top

 


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