Retired Lay Employees

A Guide to the Lay Defined Benefit Plan

As The Church Pension Fund looks ahead to its second century of administering pensions, we remain committed to helping you achieve financial security in retirement.

Please review the updated A Guide to the Lay Defined Benefit Plan or learn more here.

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

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!

Lay Employee Survey Launches

CPG launches survey to examine the retirement readiness of lay employees of the Episcopal Church. The survey results will inform the programs and tool we make available to lay employees to help them plan for retirement. 

For more details, click here to read the press release.

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 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.

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