Retired Clergy
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.
- Visit Clergy Pension Benefits for detailed information
- Take the new eLearning course Understanding The Church Pension Fund Clergy Pension Plan
- Visit Pension Plan Revisions to find out how the changes will impact you
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.
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