Enrolling in RSVP

The Episcopal Church Retirement Savings Plan (RSVP) is a 403(b) tax-deferred retirement savings plan that gives clergy and lay employees in our defined benefit pension plans the option of contributing their own money toward their retirement savings.

 

RSVP features include:

• Pre-tax, Roth, and after-tax contribution options
• Ability to transfer assets and change the allocation of future contributions online or by phone
• 24/7 access to your account
• Daily valuation
• Loan, hardship, and other in-service withdrawal options
• Investment tools to manage risk
• Distribution options in retirement or following a separation from service

If your employer participates in the RSVP plan, enrolling is easy.

1. Complete the Employee Enrollment Form and return it to your employer.
2. Once you are notified, create a login to your Retirement Savings Account with Fidelity NetBenefits.
3. Update your investment options, if you wish.
4. Designate beneficiaries.

 

If your employer does not currently participate

To participate the employer should complete the Employer Adoption Agreement and contact us at (866) 802-6333, Monday - Friday, 8:30 AM - 8:00 PM ET (excluding holidays).

View details for:

• Active Clergy
• Retired Clergy
• Active Lay Employees
• Retired Lay Employees