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Pensions

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Clergy Pension Publications

  Title What is This For? Pgs
2014 Clergy Tax Guide (for 2013 Tax Returns) Guide for filing personal taxes.

62

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

51

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
Compare Lay Pension Plans Highlights of Defined Benefit and Defined Contribution plans

2

N/A Existing 403(b) Options Options for employers with existing 403(b) plans

1

N/A Implementing Resolution A138: Province by Province Lay Pension Province Map

1

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Lay Defined Contribution Plan

  Title What is This For? Pgs
Defined Contribution Employee Guide Your guide to getting started investing

34

Defined Contribution Retirement Plan Employer Guide DC plan guide and adoption agreement for employers

16

Fund Performance: Defined Contribution Plan Quarterly investment returns

3

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

34

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Tax Guidelines for Clergy & Churches

  Title What is This For? Pgs
2014 Clergy Tax Guide (for 2013 Tax Returns) Guide for filing personal taxes.

62

N/A 2013 Federal Reporting Requirements for Episcopal Churches Guide for filing clergy and lay employee wages with the IRS

40

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

2

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