Retired Clergy

Medicare Sending New ID Cards

Medicare is mailing new Medicare cards beginning April 1, 2018, through April 1, 2019. The new cards will no longer include individuals’ Social Security numbers. Instead, a new Medicare Beneficiary Identifier (MBI) number will be assigned to each individual. Learn more here or at at Medicare.gov.

UnitedHealthcare does not use Social Security numbers or HICNs on its ID cards. The UnitedHealthcare ID cards will not change.

Avoid scams: Medicare will never initiate calls about your new card, or ask to verify information over the phone!

Clergy Pension Plan Revisions

The revisions to the Clergy Pension Plan are effective January 1, 2018.

Tax Reform Legislation

On Friday, December 22, 2017 President Donald Trump signed tax reform legislation into law. Please note, the tax reform legislation does not impact the housing allowance exclusion for clergy.

We will continue to review the tax legislation and its potential impact on the benefits that we offer to our clients and provide relevant updates. Click here for contact information for our tax hotline.

HoD Committee on the State of the Church Report

Following the 78th General Convention, the House of Deputies Committee on the State of the Church convened a Church Pension Group (CPG) subcommittee to study CPG’s preparedness for the future. Over the course of 2017, the subcommittee met with CPG’s executive management team to discuss a wide range of topics and collect information. These conversations culminated in the development of a report that addresses CPG’s relationship to the Church, CPG’s pension and health benefits programs, its financial sustainability, and its investment strategy.

Read the report. English | Spanish