If (1) you are a deacon, priest, or bishop who is canonically resident in any diocese of The Episcopal Church, (2) your employer is subject to the authority of the Church (or is associated with the Church and has elected to participate in the Clergy Pension Plan), and (3) your employer is located in a domestic diocese of the Church, you must participate in the Clergy Pension Plan if you are
- expected to be regularly employed (as explained below) for five or more consecutive months by the same employer, and
- compensated* by your employer.
You will be treated as regularly employed if you meet one of the following requirements:
- You have a letter of agreement (or other contract of employment) with your employer
- You are duly called to your position by your bishop, vestry, or rector
- Your position has a formal title (for example, rector or priest-in-charge) indicating an ongoing substantial relationship with your employer
- Your employer issues you a Form W-2 (or equivalent)
- You are scheduled to work at least 20 hours per week
Please note: If you are expected to be employed for less than five consecutive months, but actually work for five or more consecutive months, your participation in the Clergy Pension Plan will be mandatory retroactive to your date of hire. Please see When Enrollment Begins (and Ends) for additional details. Please report any changes to your employment status to our Client Services group.
*Effective January 1, 2018, if your only compensation consists of ad hoc, one-time payment(s)—that is, you have no regularly scheduled compensation—enrollment in the Clergy Pension Plan is not permitted.
If you are a member of a religious order, you cannot participate in the Clergy Pension Plan unless and until your order elects to participate and has all of its eligible clergy members enrolled in the Clergy Pension Plan. In addition, your order must agree to pay Assessments on behalf of all eligible clergy members. Assessments are based on each member’s Total Assessable Compensation. Please see Cost of Coverage for details on Assessments.
If both you and your spouse are ordained, each of you will participate in the Clergy Pension Plan.