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Saving for Your Future
Temptations are everywhere—especially the temptation to spend. Saving money doesn’t offer an instant reward and can be a challenge, especially if you need most of your income for necessities, such as groceries, transportation and housing. Further, your money must remain invested to allow your earnings to grow, which means resisting the urge to buy those little luxuries. Fortunately, you are eligible to participate in the United Methodist Personal Investment Plan (UMPIP), which allows you to contribute money on a before-tax basis—so it doesn’t cost that much to save for your future.
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Ernst & Young Financial Planning Services
This year, eligible participants in General Board-administered retirement plans can receive financial planning assistance at no additional cost from Ernst & Young, a global financial services firm. With highly qualified financial consultants, Ernst & Young is available to assist the General Board's participants with financial planning and investment needs.
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Are You on Track to Retire? (Clergy)
With careful planning, you can make your retirement something to look forward to. Whether you are thinking of retiring soon or later on, you can use this booklet to help you plan for this meaningful chapter in your life.
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Are You on Track to Retire? (Lay Employees)
With careful planning, you can make your retirement something to look forward to. Whether you are thinking of retiring soon or later on, you can use this booklet to help you plan for this meaningful chapter in your life.
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What You Need to Know About the Retirement Process
Congratulations on your upcoming retirement! To prepare for this next chapter in your life, you will need to make many important decisions to ensure your financial security and personal satisfaction during retirement. The General Board has prepared this booklet to help you understand the options that are available to you and to assist you in completing the necessary forms.
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How to Read Your Account Statement
Your General Board Account Statement is an important tool for monitoring your retirement account. It's sent to you quarterly and provides a summary of your retirement accounts and investments. This handy guide provides a brief explanation of each section of your account statement and answers some of the questions that come up from time to time.
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United Methodist Personal Investment Plan—Overview
Good financial health—like good physical, emotional and spiritual health—can last a lifetime. The United Methodist Personal Investment Plan (UMPIP) is a retirement savings program designed to help your employees achieve and maintain financial health after they complete their service to the Church. To make this special savings opportunity available to your lay employees, all you have to do is sponsor the plan.
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United Methodist Personal Investment Plan—Summary Plan Description
This booklet is a Summary Plan Description (SPD), which provides information regarding the United Methodist Personal Investment Plan (UMPIP).
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United Methodist Personal Investment Plan—Plan Sponsor Contributions for Clergy
UMPIP has been amended effective January 1, 2009 to allow individual churches to make Plan Sponsor contributions on behalf of clergy. The General Board has prepared this brochure to help your church decide if such contributions are appropriate—and if so, to help you choose a contribution formula.
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Clergy Retirement Security Program—Overview
The Clergy Retirement Security Program (CRSP) is a retirement program providing lifetime income and account flexibility designed for those who serve God as clergy of The United Methodist Church.
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Clergy Retirement Security Program—For Bishops
This brochure is an overview of the Clergy Retirement Security Program (CRSP) plan for bishops, beginning on September 1, 2008.
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Clergy Retirement Security Program—Summary Plan Description
This booklet is a Summary Plan Description (SPD), which provides information regarding the Clergy Retirement Security Program (CRSP).
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Required Minimum Distributions
This brochure summarizes RMD rules, how to evaluate your options and what you need to do to start receiving payments. Because the General Board of Pension and Health Benefits (General Board) cannot provide tax advice, we suggest that you consult with a financial planner, estate planner, tax adviser and/or attorney.
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Retirement Plan for General Agencies
The United Methodist Church will introduce the Retirement Plan for General Agencies (RPGA) on January 1, 2010. RPGA is a retirement plan administered by the General Board of Pension and Health Benefits (General Board). You are eligible to participate if you are a lay or clergy employee of a United Methodist Church general agency that sponsors the plan. Read the brochure to learn more about RPGA.
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Retirement Plan for General Agencies—At-a-Glance
This flyer provides a brief overview of the Retirement Plan for General Agencies (RPGA), a defined contribution retirement plan that will be introduced on January 1, 2010.
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Programa de Seguridad de Jubilación para el Clero
This is a Spanish-language version of our CRSP brochure. CRSP is a retirement program providing lifetime income and account flexibility designed for those who serve God as clergy of The United Methodist Church.
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