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Eligibility for the Retirement Plan

All employees are immediately eligible to enroll in the plan for the purpose of rolling over assets into the Unitarian Universalist (UU) Organizations Retirement Plan.

Unitarian Universalist clergy serving Participating Employers are:

  • eligible to enroll and to receive employer contributions immediately upon hire because they will have fulfilled the requirement to work one year in which they completed 1,000 hours during their internship, as part of their ministerial preparation.

Non-Clergy employees serving Employers who have not yet implemented the Restated Plan are eligible to enroll and to receive employer contributions in the UU Organizations Retirement Plan only when:

  • they are at least 18 years of age, and
  • they have worked for a UU congregation or other UU related organization for one year in which they completed 1,000 hours.
  • They may not, however, make their own elective employee contributions until they have satisfied the work requirement and are receiving an Employer contribution of ten percent (10%) or more.

The Unitarian Universalist Association (UUA) Fair Compensation Guidelines (PDF) recommend an annual retirement plan employer contribution of 10 percent.

All employees of Employers who have implemented the Restated Plan may reference Contributions and related Compensation information.

For more information contact ocsf @ uua.org.

This work is made possible by the generosity of individual donors and congregations. Please consider making a donation today.

Last updated on Wednesday, November 27, 2013.

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