Retired Clergy

Perspective

View Perspective, Fall 2018, an update from Mary Kate Wold, CEO and President. In this edition:

2018 Annual Report

The 2018 Annual Report is now available. Access the full report here.

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.

CPG Learning

CPG.org has expanded to provide you with information and resources about financial topics to help you manage your finances and plan for retirement and health and wellness topics to assist you live a healthier life.

Look for Learning in your section of the website - it's on the top navigation bar.