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Pension Benefits

  Workshops

Clergy Benefit Essentials Retreats

Just starting out in ministry? Or thinking about retiring in the near future? Or are you somewhere in between? At either end of the spectrum or somewhere in between, this retreat is designed to help you understand your benefits and financial future.

We will continue to have two different tracks: one for younger clergy and their spouses and a second track for clergy and their spouses who are nearing retirement age.

This is time well spent with clergy and spouses to discuss short term and long term financial plans and how to meet your personal goals for the future.

This retreat occurs on a Thursday and Friday usually in November.

Clergy Benefit Essential Brochure 2010

Retreat Dates

  • November 4-5, 2010 at Canyon Camp

  • November 11-12, 2010 at Camp Egan
  Information Links 

•

 Pension and Benefit Plans Availability and Eligibility for Clergy and Lay

•

 CPP-Benefit Amounts for 2010
Benefits Amounts for Comprehensive Protection
• Professional Financial Planning Advice (This is a free publication for 2009-10 through Ernst & Young)
•

General Board of Pension and Health Benefits (GBOPHB) Web site

• MPP Annuity Conversion Rate (rate is updated monthly)
   
  The Social Security Administration has set up a user friendly method of filing for benefits online at www.socialsecurity.gov
  Benefit Forms 
  Many of the following PDF files require Acrobat Reader.
You can upgrade your "Reader" by going to this address and download this FREE software.
•

Instructions for Pension Enrollment for Clergy
Clergy Retirement Security Program (CRSP), the Comprehensive Protection Plan (CPP) and the United Methodist Personal Investment Plan (UMPIP)

• Instructions for Pension Enrollment for Lay
The United Methodist Personal Investment Plan (UMPIP)
• Conference Pension Enrollment Form  for clergy
• UMPIP - Plan Enrollment Information Pension Enrollment Form for UMPIP for lay
• Beneficiary Designation- Retirement Plans for clergy and lay
• Beneficiary Designation - Welfare Plans for clergy (full-time appointment only)
• Investment Election Form  for clergy and lay
• General Board Investing Opportunities
• Clergy Retirement Security Program (CRSP) Booklet 
• Clergy Retirement Security Program (CRSP) Booklet (Spanish)
• UMPIP  Overview
• Comprehensive Protection Plan (CPP) -summary plan description
• Conference UMPIP  (Only for changes for clergy and conference lay employees)
• UMPIP Before-Tax/After Tax Agreement  (Only for changes for lay employees at churches/organization that receive bills straight from the GBOPHB)
   
  Church Pastor Compensation Report is found under the Charge Conference Forms
   
 

To access some more GBOPHB forms check out https://extranet.gbophb.org 
(user name: extranet; password: gbop!123) Choose “HealthFlex Toolkit - Plan Documents - Forms – Guides”
  Lay Pension Plan Set-up Forms 
 

These forms are for those churches/organizations that currently do not have UMPIP set up for their lay employees, but would like to set up the plan.
• Adoption Agreement Instructions
• Adoption Agreement
 

Once the UMPIP plan is set up for the lay employee(s) of the church/organization, please see the Instructions for Pension Enrollment for Lay above.
  Contact Information
  Personnel/Pensions Director
Tiara Dalton
(405)530.2063;
tdalton@okumc.org